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Berkshire Hathaway shares owned by Newport Capital Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Newport Capital Group from 13F filings

Historical chart of Newport Capital Group investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Newport Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Newport Capital Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $312k 890 350.30
2023-06-30 $274k 829 330.04
2022-09-30 $285k 1.1k 270.40
2021-09-30 $218k 800 272.50

More positions owned by Newport Capital Group

Arthur J. Gallagher & Co. (AJG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard World Fds Energy Etf (VDE)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Newport Capital Group

Top funds holding Berkshire Hathaway

Vanguard Group
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway