Berkshire Asset Management
Latest statistics and disclosures from Berkshire Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, JPM, ABBV, NUE, CVX, and represent 19.32% of Berkshire Asset Management's stock portfolio.
- Added to shares of these 10 stocks: PPL (+$9.5M), SCHV, EOG, SPSM, SCHM, DE, UNP, LOW, SCHF, RSP.
- Started 6 new stock positions in RSP, DGX, SONY, SNY, COST, IONS.
- Reduced shares in these 10 stocks: LEG, WM, NUE, VTRS, MSFT, MTB, PHM, PFE, BAC, LUV.
- Sold out of its positions in HBAN, IVW, VDE.
- Berkshire Asset Management was a net buyer of stock by $11M.
- Berkshire Asset Management has $1.8B in assets under management (AUM), dropping by 9.45%.
- Central Index Key (CIK): 0000949012
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Portfolio Holdings for Berkshire Asset Management
Berkshire Asset Management holds 226 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.8 | $84M | 224k | 376.04 |
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| JPMorgan Chase & Co. (JPM) | 4.4 | $77M | 455k | 170.10 |
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| Abbvie (ABBV) | 3.5 | $61M | 392k | 154.97 |
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| Nucor Corporation (NUE) | 3.4 | $60M | 343k | 174.04 |
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| Chevron Corporation (CVX) | 3.2 | $57M | 382k | 149.16 |
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| Apple (AAPL) | 3.0 | $53M | 277k | 192.53 |
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| Bank of America Corporation (BAC) | 3.0 | $53M | 1.6M | 33.67 |
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| Cisco Systems (CSCO) | 2.5 | $43M | 858k | 50.52 |
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| Waste Management (WM) | 2.4 | $43M | -3% | 238k | 179.10 |
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| Mondelez Intl Cl A (MDLZ) | 2.4 | $42M | 586k | 72.43 |
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| Qualcomm (QCOM) | 2.4 | $42M | 293k | 144.63 |
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| Johnson & Johnson (JNJ) | 2.2 | $39M | 251k | 156.74 |
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| Lockheed Martin Corporation (LMT) | 2.2 | $38M | 84k | 453.24 |
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| Merck & Co (MRK) | 2.1 | $36M | 331k | 109.02 |
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| McDonald's Corporation (MCD) | 2.0 | $35M | 118k | 296.51 |
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| Te Connectivity SHS (TEL) | 2.0 | $35M | 248k | 140.50 |
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| Norfolk Southern (NSC) | 1.9 | $33M | 140k | 236.38 |
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| Honeywell International (HON) | 1.9 | $33M | 156k | 209.71 |
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| Lowe's Companies (LOW) | 1.9 | $33M | +3% | 147k | 222.55 |
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| Procter & Gamble Company (PG) | 1.8 | $32M | 220k | 146.54 |
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| Abbott Laboratories (ABT) | 1.8 | $32M | 288k | 110.07 |
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| Wal-Mart Stores (WMT) | 1.8 | $31M | 199k | 157.65 |
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| Bristol Myers Squibb (BMY) | 1.7 | $31M | 597k | 51.31 |
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| Emerson Electric (EMR) | 1.7 | $30M | 310k | 97.33 |
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| PNC Financial Services (PNC) | 1.7 | $30M | 194k | 154.85 |
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| PPL Corporation (PPL) | 1.7 | $29M | +47% | 1.1M | 27.10 |
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| Chubb (CB) | 1.6 | $28M | 126k | 226.00 |
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| Pepsi (PEP) | 1.6 | $28M | 163k | 169.84 |
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| General Mills (GIS) | 1.6 | $28M | 422k | 65.14 |
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| M&T Bank Corporation (MTB) | 1.4 | $25M | -2% | 185k | 137.08 |
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| Deere & Company (DE) | 1.4 | $25M | +7% | 63k | 399.87 |
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| Wp Carey (WPC) | 1.2 | $21M | 326k | 64.81 |
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| Kinder Morgan (KMI) | 1.2 | $21M | 1.2M | 17.64 |
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| Leggett & Platt (LEG) | 1.2 | $21M | -8% | 789k | 26.17 |
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| Pulte (PHM) | 1.2 | $21M | -3% | 199k | 103.22 |
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| EOG Resources (EOG) | 1.1 | $20M | +13% | 164k | 120.95 |
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| Pfizer (PFE) | 1.1 | $20M | -2% | 685k | 28.79 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.0 | $18M | +2% | 86k | 213.33 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $18M | +2% | 76k | 232.64 |
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| Wells Fargo & Company (WFC) | 0.8 | $14M | 283k | 49.22 |
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| ConocoPhillips (COP) | 0.8 | $13M | 114k | 116.07 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.7 | $13M | +16% | 169k | 75.32 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $13M | +6% | 344k | 36.96 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.7 | $12M | +18% | 275k | 42.18 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $11M | 199k | 56.14 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $10M | -2% | 21k | 475.31 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.5 | $8.7M | +67% | 124k | 70.10 |
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| Coca-Cola Company (KO) | 0.5 | $8.6M | 146k | 58.93 |
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| Amgen (AMGN) | 0.5 | $8.5M | 30k | 288.02 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $7.7M | -5% | 25k | 303.17 |
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| Walt Disney Company (DIS) | 0.4 | $7.7M | 85k | 90.29 |
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| Kraft Heinz (KHC) | 0.4 | $7.0M | 188k | 36.98 |
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| Intel Corporation (INTC) | 0.4 | $6.6M | -5% | 131k | 50.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $6.4M | 18k | 356.66 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $6.1M | 127k | 47.90 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $5.6M | -2% | 67k | 82.96 |
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| Medtronic SHS (MDT) | 0.3 | $5.6M | -5% | 68k | 82.38 |
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| Automatic Data Processing (ADP) | 0.3 | $5.1M | 22k | 232.97 |
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| UnitedHealth (UNH) | 0.3 | $5.1M | 9.6k | 526.47 |
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| Citigroup Com New (C) | 0.3 | $4.8M | -4% | 93k | 51.44 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $4.6M | +2% | 82k | 56.40 |
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| Amazon (AMZN) | 0.2 | $4.3M | +4% | 28k | 151.94 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $3.7M | 66k | 55.67 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $3.7M | 89k | 41.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $3.3M | 23k | 140.93 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $3.2M | 131k | 24.79 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.1M | 24k | 130.92 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $3.1M | +2% | 31k | 99.98 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.1M | +19% | 15k | 200.71 |
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| Broadcom (AVGO) | 0.2 | $3.0M | -3% | 2.7k | 1116.25 |
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| NVIDIA Corporation (NVDA) | 0.2 | $3.0M | 6.0k | 495.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $3.0M | 21k | 139.69 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $2.9M | 46k | 64.48 |
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| Home Depot (HD) | 0.2 | $2.9M | 8.4k | 346.55 |
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| Ishares Tr Intl Div Grwth (IGRO) | 0.2 | $2.7M | 41k | 64.57 |
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| General Electric Com New (GE) | 0.1 | $2.5M | 19k | 127.63 |
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| American Electric Power Company (AEP) | 0.1 | $2.4M | 30k | 81.22 |
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| Eli Lilly & Co. (LLY) | 0.1 | $2.4M | 4.0k | 582.92 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.3M | +113% | 9.4k | 245.62 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.2M | 29k | 76.13 |
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| Oracle Corporation (ORCL) | 0.1 | $2.2M | 21k | 105.43 |
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| SYSCO Corporation (SYY) | 0.1 | $2.1M | 29k | 73.13 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $2.1M | -2% | 45k | 47.24 |
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| Dell Technologies CL C (DELL) | 0.1 | $2.1M | 27k | 76.50 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $2.0M | 15k | 136.58 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.0M | 4.9k | 406.89 |
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| Fluor Corporation (FLR) | 0.1 | $2.0M | 50k | 39.17 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.9M | -5% | 12k | 165.25 |
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| TETRA Technologies (TTI) | 0.1 | $1.9M | 421k | 4.52 |
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| Toll Brothers (TOL) | 0.1 | $1.9M | +16% | 18k | 102.79 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.8M | 23k | 75.35 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.8M | 21k | 84.14 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.7M | -2% | 39k | 43.85 |
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| Verizon Communications (VZ) | 0.1 | $1.7M | -20% | 45k | 37.70 |
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| At&t (T) | 0.1 | $1.7M | -5% | 101k | 16.78 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.6M | 3.00 | 542625.00 |
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| American Express Company (AXP) | 0.1 | $1.6M | -2% | 8.7k | 187.34 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.6M | -7% | 9.5k | 170.46 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.5M | 5.6k | 277.15 |
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| Air Products & Chemicals (APD) | 0.1 | $1.5M | 5.6k | 273.80 |
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| Illinois Tool Works (ITW) | 0.1 | $1.5M | 5.9k | 261.94 |
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| Nextera Energy (NEE) | 0.1 | $1.5M | -4% | 25k | 60.74 |
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| Expedia Group Com New (EXPE) | 0.1 | $1.5M | 10k | 151.79 |
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| Southwest Airlines (LUV) | 0.1 | $1.4M | -24% | 49k | 28.88 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $1.4M | 42k | 34.18 |
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| Visa Com Cl A (V) | 0.1 | $1.4M | 5.4k | 260.35 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.3M | 8.4k | 155.33 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $1.3M | 20k | 64.62 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.3M | +48% | 4.6k | 273.74 |
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| Philip Morris International (PM) | 0.1 | $1.2M | -4% | 13k | 94.08 |
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| Resideo Technologies (REZI) | 0.1 | $1.2M | 65k | 18.82 |
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| International Business Machines (IBM) | 0.1 | $1.2M | +22% | 7.4k | 163.55 |
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| Community Bank System (CBU) | 0.1 | $1.2M | 23k | 52.11 |
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| Altria (MO) | 0.1 | $1.1M | 28k | 40.34 |
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| MGM Resorts International. (MGM) | 0.1 | $1.1M | -3% | 25k | 44.68 |
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| Meta Platforms Cl A (META) | 0.1 | $1.1M | -6% | 3.1k | 353.96 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.1M | 12k | 93.25 |
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| Autodesk (ADSK) | 0.1 | $1.1M | -11% | 4.5k | 243.48 |
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| Viatris (VTRS) | 0.1 | $1.1M | -47% | 101k | 10.83 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.1M | 11k | 101.77 |
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| Progressive Corporation (PGR) | 0.1 | $1.0M | 6.4k | 159.28 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.0M | -2% | 8.5k | 117.22 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $995k | 87k | 11.38 |
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| Caterpillar (CAT) | 0.1 | $946k | +2% | 3.2k | 295.67 |
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| United Parcel Service CL B (UPS) | 0.1 | $892k | -4% | 5.7k | 157.23 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $869k | -7% | 7.2k | 121.51 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $809k | 7.5k | 108.25 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $786k | 1.9k | 409.52 |
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| L3harris Technologies (LHX) | 0.0 | $742k | -8% | 3.5k | 210.62 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $712k | 11k | 67.35 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $710k | 10k | 68.80 |
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| Hertz Global Hldgs Com New (HTZ) | 0.0 | $702k | +110% | 68k | 10.39 |
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| Fifth Third Ban (FITB) | 0.0 | $690k | 20k | 34.49 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $687k | NEW | 4.4k | 157.80 |
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| Penns Woods Ban (PWOD) | 0.0 | $641k | +7% | 29k | 22.51 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $635k | 2.0k | 310.88 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $621k | 1.4k | 436.80 |
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| Kellogg Company (K) | 0.0 | $610k | -17% | 11k | 55.91 |
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| Caesars Entertainment (CZR) | 0.0 | $604k | 13k | 46.88 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $587k | 14k | 42.57 |
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| Best Buy (BBY) | 0.0 | $587k | 7.5k | 78.28 |
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| TJX Companies (TJX) | 0.0 | $584k | 6.2k | 93.81 |
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| Fncb Ban (FNCB) | 0.0 | $582k | +7% | 86k | 6.79 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $579k | -3% | 1.4k | 426.51 |
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| Analog Devices (ADI) | 0.0 | $558k | +4% | 2.8k | 198.56 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $542k | -14% | 6.3k | 85.37 |
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| Biogen Idec (BIIB) | 0.0 | $538k | 2.1k | 258.77 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $534k | 6.4k | 83.84 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $533k | 1.9k | 279.68 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $530k | 7.3k | 72.54 |
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| Target Corporation (TGT) | 0.0 | $527k | -8% | 3.7k | 142.42 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $515k | 2.0k | 259.51 |
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| BlackRock (BLK) | 0.0 | $511k | 629.00 | 811.80 |
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| Pinnacle Financial Partners (PNFP) | 0.0 | $508k | 5.8k | 87.22 |
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| Us Bancorp Del Com New (USB) | 0.0 | $505k | -2% | 12k | 43.28 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $502k | +2% | 7.0k | 72.03 |
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| O'reilly Automotive (ORLY) | 0.0 | $496k | 522.00 | 950.08 |
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| General Dynamics Corporation (GD) | 0.0 | $493k | 1.9k | 259.67 |
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| Becton, Dickinson and (BDX) | 0.0 | $482k | 2.0k | 243.83 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $474k | 34k | 13.80 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $464k | +27% | 7.3k | 63.33 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $449k | +7% | 4.3k | 104.46 |
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| Pioneer Natural Resources (PXD) | 0.0 | $447k | 2.0k | 224.88 |
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| Kla Corp Com New (KLAC) | 0.0 | $430k | 740.00 | 581.30 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $426k | 925.00 | 460.70 |
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| FedEx Corporation (FDX) | 0.0 | $421k | -3% | 1.7k | 252.97 |
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| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $416k | 9.0k | 46.02 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $413k | 6.4k | 64.14 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $407k | -3% | 3.9k | 104.00 |
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| Fastenal Company (FAST) | 0.0 | $407k | 6.3k | 64.77 |
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| Shell Spon Ads (SHEL) | 0.0 | $405k | 6.1k | 65.80 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $400k | 5.2k | 77.32 |
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| Ameriprise Financial (AMP) | 0.0 | $398k | 1.0k | 379.83 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $396k | 2.3k | 170.40 |
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| Paychex (PAYX) | 0.0 | $383k | -6% | 3.2k | 119.11 |
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| Martin Marietta Materials (MLM) | 0.0 | $378k | 757.00 | 498.91 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $371k | 400.00 | 928.40 |
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| Carrier Global Corporation (CARR) | 0.0 | $371k | 6.5k | 57.45 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $369k | 1.5k | 252.22 |
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| Micron Technology (MU) | 0.0 | $368k | 4.3k | 85.34 |
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| Zoetis Cl A (ZTS) | 0.0 | $367k | 1.9k | 197.37 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $361k | 3.1k | 116.29 |
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| Costco Wholesale Corporation (COST) | 0.0 | $360k | NEW | 546.00 | 660.08 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $356k | -22% | 6.2k | 57.64 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $349k | 4.5k | 78.02 |
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| Darden Restaurants (DRI) | 0.0 | $341k | 2.1k | 164.30 |
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| CVS Caremark Corporation (CVS) | 0.0 | $336k | 4.2k | 78.96 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $333k | 5.1k | 65.07 |
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| Omni (OMC) | 0.0 | $333k | 3.8k | 86.51 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $330k | +5% | 1.9k | 174.87 |
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| 3M Company (MMM) | 0.0 | $323k | -9% | 3.0k | 109.32 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $322k | -26% | 9.8k | 33.05 |
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| Goldman Sachs (GS) | 0.0 | $317k | -4% | 822.00 | 385.77 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $310k | 1.6k | 191.17 |
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| Dupont De Nemours (DD) | 0.0 | $309k | +18% | 4.0k | 76.93 |
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| Linde SHS (LIN) | 0.0 | $304k | -13% | 741.00 | 410.71 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $303k | 2.7k | 111.63 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $295k | 16k | 18.54 |
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| Valero Energy Corporation (VLO) | 0.0 | $295k | -16% | 2.3k | 130.00 |
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| Hubspot (HUBS) | 0.0 | $293k | 505.00 | 580.54 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $291k | 4.0k | 72.22 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $286k | -3% | 1.3k | 224.88 |
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| Generac Holdings (GNRC) | 0.0 | $280k | 2.2k | 129.24 |
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| CSX Corporation (CSX) | 0.0 | $277k | -56% | 8.0k | 34.67 |
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| Danaher Corporation (DHR) | 0.0 | $276k | -5% | 1.2k | 231.34 |
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| Anthem (ELV) | 0.0 | $274k | 580.00 | 471.56 |
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| Ford Motor Company (F) | 0.0 | $268k | -9% | 22k | 12.19 |
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| Expeditors International of Washington (EXPD) | 0.0 | $268k | 2.1k | 127.20 |
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| Dolby Laboratories Com Cl A (DLB) | 0.0 | $267k | -14% | 3.1k | 86.18 |
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| LKQ Corporation (LKQ) | 0.0 | $266k | 5.6k | 47.79 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $266k | -5% | 3.9k | 68.42 |
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| BP Sponsored Adr (BP) | 0.0 | $266k | +2% | 7.5k | 35.40 |
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| Brown Forman Corp CL B (BF.B) | 0.0 | $266k | 4.7k | 57.10 |
|
|
| Equitrans Midstream Corp (ETRN) | 0.0 | $263k | 26k | 10.18 |
|
|
| Profire Energy (PFIE) | 0.0 | $262k | 145k | 1.81 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $260k | +2% | 436.00 | 596.60 |
|
| Devon Energy Corporation (DVN) | 0.0 | $250k | 5.5k | 45.30 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $246k | 6.5k | 37.60 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $246k | 3.7k | 67.38 |
|
|
| Quanta Services (PWR) | 0.0 | $242k | 1.1k | 215.80 |
|
|
| Cigna Corp (CI) | 0.0 | $217k | 724.00 | 299.45 |
|
|
| Ionis Pharmaceuticals (IONS) | 0.0 | $212k | NEW | 4.2k | 50.59 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $211k | NEW | 4.3k | 49.73 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $211k | NEW | 2.2k | 94.69 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $205k | NEW | 1.5k | 137.88 |
|
| Litman Gregory Fds Tr Imgp Berkshire (BDVG) | 0.0 | $157k | 15k | 10.44 |
|
Past Filings by Berkshire Asset Management
SEC 13F filings are viewable for Berkshire Asset Management going back to 2010
- Berkshire Asset Management 2023 Q4 filed Feb. 9, 2024
- Berkshire Asset Management 2023 Q3 filed Nov. 14, 2023
- Berkshire Asset Management 2023 Q2 filed Aug. 14, 2023
- Berkshire Asset Management 2023 Q1 filed June 6, 2023
- Berkshire Asset Management 2022 Q4 filed Feb. 15, 2023
- Berkshire Asset Management 2022 Q3 filed Nov. 14, 2022
- Berkshire Asset Management 2022 Q2 filed Aug. 12, 2022
- Berkshire Asset Management 2022 Q1 filed May 16, 2022
- Berkshire Asset Management 2021 Q4 filed Feb. 14, 2022
- Berkshire Asset Management 2021 Q3 filed Nov. 15, 2021
- Berkshire Asset Management 2021 Q2 filed Aug. 16, 2021
- Berkshire Asset Management 2021 Q1 filed May 17, 2021
- Berkshire Asset Management 2020 Q4 filed Feb. 16, 2021
- Berkshire Asset Management 2020 Q3 filed Nov. 16, 2020
- Berkshire Asset Management 2020 Q2 filed Aug. 12, 2020
- Berkshire Asset Management 2020 Q1 filed May 13, 2020