Filed: 11/7/2025ACC: 0001398344-25-020486
📋 What this filing means
BERKSHIRE ASSET MANAGEMENT LLC/PA filed this quarterly 13F‑HR report disclosing 297 equity positions with a total reported market value of $2.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
297
Positions
$2.35B
Total AUM (reported)
23.80M
Total Shares
Allocation by class
COM$1.81B76.9%
CL A$84.60M3.6%
ORD SHS$57.19M2.4%
CL C$43.14M1.8%
INTL EQTY ETF$24.42M1.0%
COM NEW$21.78M0.9%
US MID-CAP ETF$19.84M0.8%
Portfolio Concentration
Top 3$296.44M12.6%
4–10$412.63M17.5%
11–25$652.32M27.7%
Rest$991.37M42.1%
Top 3 weight
12.6%
Top 10 weight
30.1%
Voting Authority Distribution
Total shares with voting rights: 23.80M
Sole
Full voting authority
23.80M
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)
Sole297
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings297
Rows:
JPMORGAN CHASE & CO.
SOLEShares353.63K
TypeSH
Market value$111.55M
4.74%
Sole
353.63K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares186.93K
TypeSH
Market value$96.82M
4.12%
Sole
186.93K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares380.40K
TypeSH
Market value$88.08M
3.74%
Sole
380.40K
Shared
0.00
None
0.00
APPLE INC
SOLEShares280.03K
TypeSH
Market value$71.30M
3.03%
Sole
280.03K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares397.94K
TypeSH
Market value$61.80M
2.63%
Sole
397.94K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares1.19M
TypeSH
Market value$61.35M
2.61%
Sole
1.19M
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares878.06K
TypeSH
Market value$60.08M
2.55%
Sole
878.06K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
SOLEShares255K
TypeSH
Market value$55.98M
2.38%
Sole
255.01K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares233.85K
TypeSH
Market value$51.64M
2.19%
Sole
233.85K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares303.42K
TypeSH
Market value$50.48M
2.15%
Sole
303.42K
Shared
0.00
None
0.00
M & T BK CORP
SOLEShares248.06K
TypeSH
Market value$49.02M
2.08%
Sole
248.06K
Shared
0.00
None
0.00
NUCOR CORP
SOLEShares360.93K
TypeSH
Market value$48.88M
2.08%
Sole
360.93K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares157.93K
TypeSH
Market value$47.44M
2.02%
Sole
157.93K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares360.27K
TypeSH
Market value$47.26M
2.01%
Sole
360.27K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares253.58K
TypeSH
Market value$47.02M
2.00%
Sole
253.58K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares214.67K
TypeSH
Market value$45.19M
1.92%
Sole
214.67K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares86.50K
TypeSH
Market value$43.18M
1.84%
Sole
86.50K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares304.28K
TypeSH
Market value$43.14M
1.83%
Sole
304.28K
Shared
0.00
None
0.00
PPL CORP
SOLEShares1.16M
TypeSH
Market value$42.97M
1.83%
Sole
1.16M
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares305.45K
TypeSH
Market value$40.91M
1.74%
Sole
305.45K
Shared
0.00
None
0.00
WALMART INC
SOLEShares389.90K
TypeSH
Market value$40.18M
1.71%
Sole
389.90K
Shared
0.00
None
0.00
PNC FINL SVCS GROUP INC
SOLEShares199.90K
TypeSH
Market value$40.17M
1.71%
Sole
199.90K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares129.65K
TypeSH
Market value$39.40M
1.67%
Sole
129.65K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares410.93K
TypeSH
Market value$39.23M
1.67%
Sole
410.93K
Shared
0.00
None
0.00
LENNAR CORP
SOLEShares304K
TypeSH
Market value$38.32M
1.63%
Sole
304K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO.SOLE | COM | 353.63K | SH | $111.55M 4.74% | 353.63K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 186.93K | SH | $96.82M 4.12% | 186.93K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 380.40K | SH | $88.08M 3.74% | 380.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 280.03K | SH | $71.30M 3.03% | 280.03K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 397.94K | SH | $61.80M 2.63% | 397.94K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 1.19M | SH | $61.35M 2.61% | 1.19M | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 878.06K | SH | $60.08M 2.55% | 878.06K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 255K | SH | $55.98M 2.38% | 255.01K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 233.85K | SH | $51.64M 2.19% | 233.85K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 303.42K | SH | $50.48M 2.15% | 303.42K | 0.00 | 0.00 |
M & T BK CORPSOLE | COM | 248.06K | SH | $49.02M 2.08% | 248.06K | 0.00 | 0.00 |
NUCOR CORPSOLE | COM | 360.93K | SH | $48.88M 2.08% | 360.93K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 157.93K | SH | $47.44M 2.02% | 157.93K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 360.27K | SH | $47.26M 2.01% | 360.27K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 253.58K | SH | $47.02M 2.00% | 253.58K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 214.67K | SH | $45.19M 1.92% | 214.67K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 86.50K | SH | $43.18M 1.84% | 86.50K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 304.28K | SH | $43.14M 1.83% | 304.28K | 0.00 | 0.00 |
PPL CORPSOLE | COM | 1.16M | SH | $42.97M 1.83% | 1.16M | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 305.45K | SH | $40.91M 1.74% | 305.45K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 389.90K | SH | $40.18M 1.71% | 389.90K | 0.00 | 0.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 199.90K | SH | $40.17M 1.71% | 199.90K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 129.65K | SH | $39.40M 1.67% | 129.65K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 410.93K | SH | $39.23M 1.67% | 410.93K | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 304K | SH | $38.32M 1.63% | 304K | 0.00 | 0.00 |
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