Filed: 8/13/2025ACC: 0001398344-25-015201
📋 What this filing means
BERKSHIRE ASSET MANAGEMENT LLC/PA filed this quarterly 13F‑HR report disclosing 285 equity positions with a total reported market value of $2.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
285
Positions
$2.21B
Total AUM (reported)
23.74M
Total Shares
Allocation by class
COM$1.71B77.7%
CL A$82.68M3.7%
ORD SHS$43.85M2.0%
CL C$37.07M1.7%
INTL EQTY ETF$22.75M1.0%
COM NEW$19.13M0.9%
US MID-CAP ETF$18.38M0.8%
Portfolio Concentration
Top 3$267.76M12.1%
4–10$384.29M17.4%
11–25$615.05M27.9%
Rest$937.99M42.5%
Top 3 weight
12.1%
Top 10 weight
29.6%
Voting Authority Distribution
Total shares with voting rights: 23.74M
Sole
Full voting authority
23.74M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole285
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings285
Rows:
JPMORGAN CHASE & CO.
SOLEShares356.37K
TypeSH
Market value$103.32M
4.69%
Sole
356.37K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares187.37K
TypeSH
Market value$93.20M
4.23%
Sole
187.37K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares383.83K
TypeSH
Market value$71.25M
3.23%
Sole
383.83K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares887.28K
TypeSH
Market value$61.56M
2.79%
Sole
887.28K
Shared
0.00
None
0.00
APPLE INC
SOLEShares278K
TypeSH
Market value$57.04M
2.59%
Sole
278K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares1.20M
TypeSH
Market value$56.60M
2.57%
Sole
1.20M
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares391.66K
TypeSH
Market value$56.08M
2.54%
Sole
391.66K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares235.51K
TypeSH
Market value$53.89M
2.44%
Sole
235.51K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares218.92K
TypeSH
Market value$50.98M
2.31%
Sole
218.92K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares361.04K
TypeSH
Market value$48.14M
2.18%
Sole
361.04K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares300.89K
TypeSH
Market value$47.92M
2.17%
Sole
300.89K
Shared
0.00
None
0.00
M & T BK CORP
SOLEShares246.96K
TypeSH
Market value$47.91M
2.17%
Sole
246.96K
Shared
0.00
None
0.00
NUCOR CORP
SOLEShares361.52K
TypeSH
Market value$46.83M
2.12%
Sole
361.52K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
SOLEShares255.56K
TypeSH
Market value$43.11M
1.95%
Sole
255.56K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares307.28K
TypeSH
Market value$41.79M
1.90%
Sole
307.28K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares158.17K
TypeSH
Market value$40.49M
1.84%
Sole
158.17K
Shared
0.00
None
0.00
MONDELEZ INTL INC
SOLEShares600.25K
TypeSH
Market value$40.48M
1.84%
Sole
600.25K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares86.44K
TypeSH
Market value$40.04M
1.82%
Sole
86.44K
Shared
0.00
None
0.00
PPL CORP
SOLEShares1.15M
TypeSH
Market value$39.07M
1.77%
Sole
1.15M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares254.42K
TypeSH
Market value$38.86M
1.76%
Sole
254.42K
Shared
0.00
None
0.00
WALMART INC
SOLEShares389.47K
TypeSH
Market value$38.08M
1.73%
Sole
389.47K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares129.16K
TypeSH
Market value$37.74M
1.71%
Sole
129.16K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares130.09K
TypeSH
Market value$37.69M
1.71%
Sole
130.09K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares411.37K
TypeSH
Market value$37.53M
1.70%
Sole
411.37K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares235.46K
TypeSH
Market value$37.51M
1.70%
Sole
235.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO.SOLE | COM | 356.37K | SH | $103.32M 4.69% | 356.37K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 187.37K | SH | $93.20M 4.23% | 187.37K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 383.83K | SH | $71.25M 3.23% | 383.83K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 887.28K | SH | $61.56M 2.79% | 887.28K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 278K | SH | $57.04M 2.59% | 278K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 1.20M | SH | $56.60M 2.57% | 1.20M | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 391.66K | SH | $56.08M 2.54% | 391.66K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 235.51K | SH | $53.89M 2.44% | 235.51K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 218.92K | SH | $50.98M 2.31% | 218.92K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 361.04K | SH | $48.14M 2.18% | 361.04K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 300.89K | SH | $47.92M 2.17% | 300.89K | 0.00 | 0.00 |
M & T BK CORPSOLE | COM | 246.96K | SH | $47.91M 2.17% | 246.96K | 0.00 | 0.00 |
NUCOR CORPSOLE | COM | 361.52K | SH | $46.83M 2.12% | 361.52K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 255.56K | SH | $43.11M 1.95% | 255.56K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 307.28K | SH | $41.79M 1.90% | 307.28K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 158.17K | SH | $40.49M 1.84% | 158.17K | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 600.25K | SH | $40.48M 1.84% | 600.25K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 86.44K | SH | $40.04M 1.82% | 86.44K | 0.00 | 0.00 |
PPL CORPSOLE | COM | 1.15M | SH | $39.07M 1.77% | 1.15M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 254.42K | SH | $38.86M 1.76% | 254.42K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 389.47K | SH | $38.08M 1.73% | 389.47K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 129.16K | SH | $37.74M 1.71% | 129.16K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 130.09K | SH | $37.69M 1.71% | 130.09K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 411.37K | SH | $37.53M 1.70% | 411.37K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 235.46K | SH | $37.51M 1.70% | 235.46K | 0.00 | 0.00 |
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