Berkshire Hathaway's Q2 2026 13F filing with the SEC (U.S. markets regulator), covering holdings as of June 30, showed a sharp portfolio reshuffle in the second quarter after Warren Buffett stepped down, led by heavy buying in Google parent Alphabet and cuts to financial and consumer names. The portfolio's total market value rose to $29.9 billion from $26.3 billion in the prior quarter; Berkshire added one new position, increased seven holdings, reduced six and exited one, with the top 10 positions accounting for 88.74% of the portfolio. Berkshire bought about 48.10 million Alphabet Class A and Class C shares in the quarter, adding more than $17 billion in new value and lifting Alphabet past Bank of America to become its fourth-largest holding behind Apple, American Express and Coca-Cola. It also modestly increased Delta Air Lines, Lennar and Macy's, while cutting Bank of America by about 30.20 million shares, reducing that holding by 5.89% to about $1.72 billion, trimming Capital One Financial by about 4.20 million shares or roughly 58%, and cutting Kroger by about 11 million shares or around 22%; market participants viewed the shift, along with nearly $20 billion of net stock purchases, as the end of 14 straight quarters of net stock selling and a sign Greg Abel is steering asset allocation toward technology growth in the post-Buffett era.