StockDriftsStockDriftsTop 50 Berkshire Asset Management Llc/Pa Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | 3.49% | 393.8K | $81.5M | +0.44%(+1.73K) | $106.81(+58.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.07% | 281.8K | $71.5M | +3.02%(+8.25K) | $102.02(+202.52%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.02% | 190.4K | $70.5M | +3.59%(+6.60K) | $112.28(+247.78%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.62% | 249.7K | $61.0M | -0.56%(-1.41K) | $103.61(+153.87%) | 2026-03-31 | |
| NUE | NUCOR CORP | 2.61% | 360.1K | $60.9M | +0.36%(+1.29K) | $72.55(+204.25%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 2.45% | 1.17M | $57.2M | +0.20%(+2.32K) | $27.70(+111.99%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 2.23% | 86.0K | $52.0M | +3.10%(+2.59K) | $265.84(+105.35%) | 2026-03-31 | |
| HON | HONEYWELL INTL INC | 2.09% | 216.0K | $48.8M | +3.94%(+8.19K) | $161.67(+42.18%) | 2026-03-31 | |
| WMT | WALMART INC | 2.05% | 384.2K | $47.8M | -1.75%(-6.83K) | $25.59(+337.04%) | 2026-03-31 | |
| NSC | NORFOLK SOUTHN CORP | 1.92% | 155.7K | $44.7M | -0.76%(-1.20K) | $129.30(+149.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.01% | +33.12% |
| Top 20 Holdings Unweighted | +9.55% | +31.47% |
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