BERKSHIRE ASSET MANAGEMENT LLC/PA

Est. AUM

$2.33B

13F long equity, this entity only

Positions

265

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JPMORGAN CHASE & CO	COM	$101.9M	346340	4.37%	SOLE
2	ABBVIE INC	COM	$82.8M	380870	3.55%	SOLE
3	CHEVRON CORPORATION	COM	$81.5M	393783	3.49%	SOLE
4	APPLE INC	COM	$71.5M	281756	3.07%	SOLE
5	MICROSOFT CORP	COM	$70.5M	190355	3.02%	SOLE
6	CISCO SYS INC	COM	$66.9M	861657	2.87%	SOLE
7	JOHNSON & JOHNSON	COM	$61.0M	249741	2.62%	SOLE
8	NUCOR CORP	COM	$60.9M	360065	2.61%	SOLE
9	BANK AMERICA CORP	COM	$57.2M	1173442	2.45%	SOLE
10	WASTE MGMT INC DEL	COM	$54.8M	238681	2.35%	SOLE
11	TE CONNECTIVITY PLC	ORD SHS	$52.4M	250634	2.25%	SOLE
12	LOCKHEED MARTIN CORP	COM	$52.0M	85956	2.23%	SOLE
13	DELL TECHNOLOGIES INC	CL C	$51.1M	311632	2.19%	SOLE
14	M & T BK CORP	COM	$50.5M	244256	2.17%	SOLE
15	HONEYWELL INTL INC	COM	$48.8M	216047	2.09%	SOLE
16	WALMART INC	COM	$47.8M	384220	2.05%	SOLE
17	NORFOLK SOUTHN CORP	COM	$44.7M	155740	1.92%	SOLE
18	PPL CORP	COM	$44.0M	1152847	1.89%	SOLE
19	CHUBB LTD SWITZ	COM	$41.9M	128652	1.80%	SOLE
20	PNC FINL SVCS GROUP INC	COM	$41.5M	199273	1.78%	SOLE
21	EMERSON ELEC CO	COM	$41.4M	316076	1.78%	SOLE
22	KINDER MORGAN INC DEL	COM	$41.0M	1222679	1.76%	SOLE
23	EOG RES INC	COM	$40.9M	282563	1.75%	SOLE
24	DEERE & CO	COM	$40.6M	72147	1.74%	SOLE
25	MCDONALDS CORP	COM	$39.7M	127867	1.70%	SOLE
26	QUALCOMM INC	COM	$38.8M	301081	1.66%	SOLE
27	SCHWAB CHARLES CORP	COM	$38.2M	406658	1.64%	SOLE
28	BRISTOL-MYERS SQUIBB CO	COM	$36.0M	593856	1.54%	SOLE
29	LOWES COS INC	COM	$35.8M	151353	1.53%	SOLE
30	MONDELEZ INTL INC	CL A	$34.4M	596035	1.47%	SOLE
31	PROCTER & GAMBLE CO	COM	$33.4M	231405	1.43%	SOLE
32	ABBOTT LABORATORIES	COM	$31.5M	306714	1.35%	SOLE
33	HERSHEY CO	COM	$30.6M	147259	1.31%	SOLE
34	SCHWAB STRATEGIC TR	INTL EQTY ETF	$30.1M	1215330	1.29%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$28.2M	583909	1.21%	SOLE
36	PEPSICO INC	COM	$27.5M	176906	1.18%	SOLE
37	LENNAR CORP	CL A	$27.3M	314480	1.17%	SOLE
38	SMITH A O CORP	COM	$26.2M	397432	1.12%	SOLE
39	WP CAREY INC	COM	$22.5M	330788	0.96%	SOLE
40	SCHWAB STRATEGIC TR	US MID-CAP ETF	$22.1M	715433	0.95%	SOLE
41	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$20.3M	270017	0.87%	SOLE
42	WELLS FARGO & CO	COM	$18.9M	237109	0.81%	SOLE
43	VANGUARD INDEX FDS	MID CAP ETF	$18.4M	64074	0.79%	SOLE
44	PULTE GROUP INC	COM	$15.9M	134957	0.68%	SOLE
45	GENERAL MILLS INC	COM	$15.8M	425612	0.68%	SOLE
46	VANGUARD INDEX FDS	SMALL CP ETF	$14.8M	56691	0.64%	SOLE
47	CONOCOPHILLIPS	COM	$13.3M	100560	0.57%	SOLE
48	SCHWAB STRATEGIC TR	US LCAP GR ETF	$12.4M	424873	0.53%	SOLE
49	COCA COLA CO	COM	$11.3M	149210	0.49%	SOLE
50	STATE STR SPDR S&P 500 ETF T	TR UNIT	$11.1M	17072	0.48%	SOLE

1–50 of 264

1 / 6

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.