Berkshire's portfolio is basically a bet on American brands, and half of it sits in just three stocks (save this). Its largest position is $AAPL at 22.0%, followed by $AXP at 17.1% and $KO at 10.9%. Other notable names: $GOOGL: 9.4% $BAC: 9.2% $CVX: 4.7% $OXY: 4.3% $CB: 3.9% $MCO: 3.7% $GOOG: 3.2% $KHC: 2.6% The big move in Q2 was Alphabet. Berkshire added about 24.5M $GOOGL shares (+45.2%) and about 23.6M $GOOG shares (+658.3%). Count both share classes and Alphabet is now 12.6% of the portfolio, more than Coca-Cola. It also added about 17.5M $DAL shares (+44.0%) and trimmed $BAC by about 30.2M shares (-5.9%). The deepest cuts were $COF (-58.0%) and $NUE (-52.5%). We track 20+ Insider Portfolios, including Nancy Pelosi, Gavin Baker and Donald Trump. Want to get an email whenever they make a trade? Simply sign up for a free Milk Road account and click the bell notification icon on your preferred Insider page 👇