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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BERKSHIRE ASSET MANAGEMENT LLC/PA

Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001398344-23-020681

Total Value
$1.60B
Positions
223
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (223)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT226,339$71.5M4.46%
2JPMORGAN CHASE & COVYLD453,261$65.7M4.10%
3CHEVRON CORP NEWCVX381,684$64.4M4.01%
4ABBVIE INCABBV392,168$58.5M3.65%
5NUCOR CORPNUE348,944$54.6M3.40%
6APPLE INCAAPL279,310$47.8M2.98%
7CISCO SYS INCCSCO863,965$46.4M2.90%
8BANK AMERICA CORP0605051041,578,238$43.2M2.69%
9MONDELEZ INTL INC609207105588,668$40.9M2.55%
10JOHNSON & JOHNSONJNJ252,464$39.3M2.45%
11WASTE MGMT INC DEL94106L109245,343$37.4M2.33%
12BRISTOL-MYERS SQUIBB COCELG-RI598,030$34.7M2.16%
13LOCKHEED MARTIN CORPLMT84,024$34.4M2.14%
14MERCK & CO INCMRK332,769$34.3M2.14%
15QUALCOMM INCQCOM293,998$32.7M2.04%
16PROCTER AND GAMBLE CO742718109220,783$32.2M2.01%
17WALMART INCWMT198,930$31.8M1.98%
18MCDONALDS CORPMCD118,733$31.3M1.95%
19TE CONNECTIVITY LTDTEL248,587$30.7M1.92%
20EMERSON ELEC COEMR312,717$30.2M1.88%
21LOWES COS INC548661107142,528$29.6M1.85%
22HONEYWELL INTL INC438516106156,356$28.9M1.80%
23ABBOTT LABSABLZF288,897$28.0M1.74%
24NORFOLK SOUTHN CORP655844108140,730$27.7M1.73%
25GENERAL MLS INC370334104424,799$27.2M1.70%
26PEPSICO INCPEP160,349$27.2M1.69%
27CHUBB LIMITEDCB125,964$26.2M1.64%
28PNC FINL SVCS GROUP INC693475105196,681$24.1M1.51%
29M & T BK CORP55261F104190,285$24.1M1.50%
30PFIZER INCPFE706,500$23.4M1.46%
31DEERE & CODE58,640$22.1M1.38%
32LEGGETT & PLATT INCLEG858,981$21.8M1.36%
33KINDER MORGAN INC DELEP-PC1,212,776$20.1M1.25%
34EOG RES INCEOG144,391$18.3M1.14%
35WP CAREY INC92936U109329,172$17.8M1.11%
36PPL CORPPPLC733,109$17.3M1.08%
37VANGUARD INDEX FDS92290875183,639$15.8M0.99%
38VANGUARD INDEX FDS92290862974,019$15.4M0.96%
39PULTE GROUP INC745867101204,749$15.2M0.95%
40CONOCOPHILLIPSCOP112,919$13.5M0.84%
41WELLS FARGO CO NEW949746101281,990$11.5M0.72%
42SCHWAB STRATEGIC TR808524805323,800$11.0M0.69%
43VANGUARD INTL EQUITY INDEX F922042775197,346$10.2M0.64%
44SCHWAB STRATEGIC TR808524508145,518$9.8M0.61%
45SPDR S&P 500 ETF TRSPY21,675$9.3M0.58%
46SPDR SER TR78468r853231,459$8.5M0.53%
47COCA COLA COKO146,778$8.2M0.51%
48AMGEN INCAMGN29,872$8.0M0.50%
49ISHARES TR46428761426,804$7.1M0.44%
50DISNEY WALT CO25468710686,164$7.0M0.44%
51KRAFT HEINZ COKHC189,701$6.4M0.40%
52BERKSHIRE HATHAWAY INC DELBRK-A17,935$6.3M0.39%
53MEDTRONIC PLCMDT71,433$5.6M0.35%
54VANGUARD TAX-MANAGED FDS921943858124,810$5.5M0.34%
55AUTOMATIC DATA PROCESSING INADP22,002$5.3M0.33%
56SCHWAB STRATEGIC TR80852430069,172$5.0M0.31%
57INTEL CORPINTC138,140$4.9M0.31%
58UNITEDHEALTH GROUP INCUNH9,697$4.9M0.30%
59SCHWAB STRATEGIC TR80852440974,211$4.8M0.30%
60SCHWAB STRATEGIC TR80852420180,219$4.1M0.25%
61CITIGROUP INCC-PR97,369$4.0M0.25%
62EXXON MOBIL CORPXOM30,076$3.5M0.22%
63VANGUARD INTL EQUITY INDEX F92204285888,610$3.5M0.22%
64AMAZON COM INCAMZN27,098$3.4M0.21%
65SCHWAB STRATEGIC TR80852410264,945$3.2M0.20%
66SCHWAB STRATEGIC TR808524706129,662$3.1M0.19%
67ALPHABET INCGOOG23,361$3.1M0.19%
68ALPHABET INCGOOG20,830$2.7M0.17%
69TETRA TECHNOLOGIES INC DELTTI420,625$2.7M0.17%
70NVIDIA CORPORATIONNVDA6,067$2.6M0.16%
71VANGUARD INTL EQUITY INDEX F92204287445,360$2.6M0.16%
72BLACKSTONE INCBX23,925$2.6M0.16%
73HOME DEPOT INCHD8,382$2.5M0.16%
74ISHARES TR46435g52441,856$2.5M0.15%
75BROADCOM INCAVGO2,838$2.4M0.15%
76ISHARES TR46428765512,873$2.3M0.14%
77ORACLE CORPORCL-PD20,901$2.2M0.14%
78AMERICAN ELEC PWR CO INC02553710128,996$2.2M0.14%
79ELI LILLY & COLLY4,051$2.2M0.14%
80GENERAL ELECTRIC CO36960430119,313$2.1M0.13%
81SCHWAB STRATEGIC TR80852479729,133$2.1M0.13%
82SYSCO CORPSYY29,605$2.0M0.12%
83SCHWAB STRATEGIC TR80852460746,601$1.9M0.12%
84ISHARES TR46428759812,449$1.9M0.12%
85VIATRIS INCVTRS189,816$1.9M0.12%
86DELL TECHNOLOGIES INCDELL27,075$1.9M0.12%
87VERIZON COMMUNICATIONS INCVZ56,631$1.8M0.11%
88FLUOR CORP NEWFLR50,000$1.8M0.11%
89COMCAST CORP NEWCCZ40,229$1.8M0.11%
90SOUTHWEST AIRLS CO84474110865,690$1.8M0.11%
91VANGUARD SCOTTSDALE FDS92206c64914,759$1.8M0.11%
92VERTEX PHARMACEUTICALS INC92532f1004,889$1.7M0.11%
93TEXAS INSTRS INC88250810410,303$1.6M0.10%
94ISHARES TR46428746523,416$1.6M0.10%
95AT&T INCT-PC106,632$1.6M0.10%
96BERKSHIRE HATHAWAY INC DELBRK-A3$1.6M0.10%
97AIR PRODS & CHEMS INCAIIR5,553$1.6M0.10%
98RTX CORPORATIONRTX21,104$1.5M0.09%
99NEXTERA ENERGY INCNEE-PW26,388$1.5M0.09%
100BAKER HUGHES COMPANYBKR41,946$1.5M0.09%
101ISHARES TR4642875075,575$1.4M0.09%
102ILLINOIS TOOL WKS INC4523081095,831$1.3M0.08%
103AMERICAN EXPRESS COAXP8,880$1.3M0.08%
104PHILIP MORRIS INTL INC71817210913,567$1.3M0.08%
105VISA INCV5,402$1.2M0.08%
106ALTRIA GROUP INCMO28,598$1.2M0.07%
107TOLL BROTHERS INCTOL15,682$1.2M0.07%
108ISHARES TR4642876308,390$1.1M0.07%
109ANHEUSER BUSCH INBEV SA/NVBUDFF20,000$1.1M0.07%
110AUTODESK INCADSK5,067$1.0M0.07%
111EXPEDIA GROUP INCEXPE10,000$1.0M0.06%
112RESIDEO TECHNOLOGIES INCREZI64,469$1.0M0.06%
113META PLATFORMS INCMETA3,335$1.0M0.06%
114COMMUNITY BK SYS INCCBU23,226$980,3700.06%
115ISHARES TR46428825710,556$975,0580.06%
116MORGAN STANLEYMS-PQ11,843$967,2180.06%
117WARNER BROS DISCOVERY INCWBD88,081$956,5590.06%
118MGM RESORTS INTERNATIONALMGM26,012$956,2020.06%
119ISHARES TR4642871688,773$944,3260.06%
120KIMBERLY-CLARK CORPKMB7,693$929,7000.06%
121UNITED PARCEL SERVICE INCUPS5,919$922,6030.06%
122PROGRESSIVE CORP7433151036,444$897,6500.06%
123UNION PAC CORPUNP4,374$890,7690.06%
124CATERPILLAR INCCAT3,138$856,6620.05%
125INTERNATIONAL BUSINESS MACHSINTR6,049$848,6470.05%
126KELLANOVABEKE13,290$790,8640.05%
127ISHARES TR4642876893,073$753,0700.05%
128ASTRAZENECA PLCAZN10,565$715,4620.04%
129ISHARES TR4642878047,472$704,8340.04%
130INVESCO QQQ TRIVZ1,920$687,9290.04%
131L3HARRIS TECHNOLOGIES INCLHX3,862$672,5130.04%
132CAESARS ENTERTAINMENT INC NECZR12,892$597,5450.04%
133SELECT SECTOR SPDR TR81369y5066,371$575,8750.04%
134SCHWAB CHARLES CORPSCHW-PJ10,357$568,6000.04%
135MASTERCARD INCORPORATEDMA1,413$559,4760.03%
136CSX CORPCSX18,185$559,2020.03%
137VANGUARD INDEX FDS9229083631,422$558,3950.03%
138PENNS WOODS BANCORP INC70843010326,468$557,9500.03%
139VANGUARD INDEX FDS9229087362,044$556,6020.03%
140TJX COS INC NEW8725401096,158$547,3240.03%
141BIOGEN INCBIIB2,110$542,2920.03%
142BEST BUY INCBBY7,500$521,0250.03%
143BECTON DICKINSON & COBDX2,001$517,3190.03%
144FREEPORT-MCMORAN INCFCX13,849$516,4300.03%
145FIFTH THIRD BANCORPFITBM20,099$509,1080.03%
146RELIANCE STEEL & ALUMINUM CORS1,899$497,9750.03%
147SEAGATE TECHNOLOGY HLDNGS PLg7997r1037,408$488,5580.03%
148VANGUARD SCOTTSDALE FDS92206c7147,306$487,0180.03%
149ENERGY TRANSFER L PET-PI34,329$481,6360.03%
150OREILLY AUTOMOTIVE INCORLY525$477,1520.03%
151FNCB BANCORP INC30257810979,761$474,5780.03%
152ANALOG DEVICES INCADI2,691$471,1680.03%
153PIONEER NAT RES CO7237871071,989$456,5750.03%
154FEDEX CORPFDX1,718$455,1330.03%
155VANGUARD INTL EQUITY INDEX F9220428666,805$455,1190.03%
156VANGUARD WORLD FD9219108161,983$449,9430.03%
157TARGET CORPTGT4,021$444,6510.03%
158JOHNSON CTLS INTL PLCJCI7,983$424,7760.03%
159ISHARES TR46435g33413,350$422,3940.03%
160GENERAL DYNAMICS CORPGD1,898$419,3320.03%
161BLACKROCK INCBLK627$405,6390.03%
162PROFIRE ENERGY INC74316X101144,664$402,1660.03%
163SHELL PLCRYDAF6,225$400,7660.02%
164PAYCHEX INCPAYX3,428$395,3530.02%
165US BANCORP DELUSB-PS11,957$395,2990.02%
166HERTZ GLOBAL HLDGS INCHTZWW32,090$393,1030.02%
167ISHARES INC46434g8226,493$391,4630.02%
168PINNACLE FINL PARTNERS INCPNFP-PA5,821$390,2400.02%
169VALERO ENERGY CORPVLO2,712$384,3180.02%
170ISHARES TR4642874813,978$363,4030.02%
171VANGUARD SPECIALIZED FUNDS9219088442,326$361,4140.02%
172PARKER-HANNIFIN CORPPH926$360,6960.02%
173CARRIER GLOBAL CORPORATIONCARR6,461$356,6480.02%
174GE HEALTHCARE TECHNOLOGIES IGEHC5,198$353,6720.02%
175TAIWAN SEMICONDUCTOR MFG LTD8740391004,042$351,2500.02%
176FASTENAL COFAST6,300$344,2320.02%
177AMERIPRISE FINL INCAMP1,029$339,2410.02%
178SELECT SECTOR SPDR TR81369y8865,755$339,1430.02%
179KLA CORPKLAC733$336,1980.02%
180SPDR SER TR78464a7979,037$333,0140.02%
181ISHARES TR4642876481,462$327,7080.02%
182ZOETIS INCZTS1,883$327,6050.02%
183ISHARES TR4642874733,101$323,5780.02%
184LINDE PLCLIN861$320,6160.02%
185DANAHER CORPORATION2358511021,258$312,1100.02%
186MARTIN MARIETTA MATLS INC573284106759$311,5550.02%
187MCCORMICK & CO INCMKC-V4,107$310,6540.02%
188VANGUARD SCOTTSDALE FDS92206c6804,478$306,4750.02%
189ARCHER DANIELS MIDLAND COADM4,031$304,0190.02%
1903M COMMM3,246$303,8890.02%
191FORD MTR CO DEL34537086024,291$301,6970.02%
192GALLAGHER ARTHUR J & CO3635761091,319$300,6400.02%
193DARDEN RESTAURANTS INCDRI2,074$297,0770.02%
194CVS HEALTH CORPCVS4,249$296,6660.02%
195MICRON TECHNOLOGY INCMU4,357$296,4070.02%
196OMNICOM GROUP INCOMC3,910$291,2170.02%
197DOLBY LABORATORIES INCDLB3,622$287,0800.02%
198BP PLCBPPFF7,369$285,3280.02%
199VANGUARD WHITEHALL FDS9219464062,712$280,2040.02%
200GOLDMAN SACHS GROUP INCGSCE864$279,5650.02%
201SPDR GOLD TRGLD1,619$277,5780.02%
202LKQ CORPLKQ5,558$275,1770.02%
203PROSHARES TR74347r1075,124$273,5200.02%
204BROWN FORMAN CORPBF-B4,676$269,7590.02%
205DEVON ENERGY CORP NEW25179m1035,600$267,1200.02%
206VANECK ETF TRUST92189f6761,786$258,9350.02%
207COCA COLA CONS INCCOKE400$254,5280.02%
208VANGUARD WORLD FDS92204a3062,000$253,4800.02%
209DUPONT DE NEMOURS INCDD3,382$252,2640.02%
210ELEVANCE HEALTH INCELV573$249,4960.02%
211HUBSPOT INCHUBS506$249,2050.02%
212EXPEDITORS INTL WASH INC3021301092,116$242,5580.02%
213EQUITRANS MIDSTREAM CORP29460010125,800$241,7460.02%
214TOTALENERGIES SETTE3,658$240,5510.02%
215GENERAC HLDGS INCGNRC2,167$236,1170.01%
216CARNIVAL CORPCUKPF15,896$218,0940.01%
217ADOBE INCADBE424$216,1980.01%
218SELECT SECTOR SPDR TR81369y6056,448$213,8810.01%
219QUANTA SVCS INCPWR1,131$211,5770.01%
220THE CIGNA GROUP125523100730$208,8320.01%
221ISHARES TR4642873093,040$207,9970.01%
222LITMAN GREGORY FDS TR53700t75115,054$145,6190.01%
223HUNTINGTON BANCSHARES INCHBANP10,600$110,2400.01%