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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 Q1 2025 · Filed May 14, 2025 · Accession 0001398344-25-009324

Total Value
$2.09B
Positions
282
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (282)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO.VYLD357,673$90.2M4.32%
2MICROSOFT CORPMSFT188,834$82.7M3.96%
3ABBVIE INCABBV383,622$71.2M3.41%
4WASTE MGMT INC DEL94106L109236,003$55.2M2.64%
5APPLE INCAAPL276,938$54.7M2.62%
6CISCO SYS INCCSCO889,741$53.1M2.54%
7CHEVRON CORP NEWCVX385,956$52.9M2.53%
8BANK AMERICA CORP0605051041,208,340$50.3M2.41%
9HONEYWELL INTL INC438516106216,757$46.5M2.23%
10M & T BK CORP55261F104244,868$43.5M2.08%
11QUALCOMM INCQCOM297,417$43.2M2.07%
12ABBOTT LABSABLZF308,390$41.3M1.98%
13PPL CORPPPLC1,153,694$41.1M1.97%
14LOCKHEED MARTIN CORPLMT86,533$41.1M1.97%
15MCDONALDS CORPMCD129,783$40.9M1.96%
16EMERSON ELEC COEMR361,785$40.7M1.95%
17NUCOR CORPNUE347,148$40.1M1.92%
18MONDELEZ INTL INC609207105594,771$40.0M1.91%
19JOHNSON & JOHNSONJNJ255,258$39.7M1.90%
20TE CONNECTIVITY PLCTEL255,133$38.8M1.86%
21WALMART INCWMT390,151$38.0M1.82%
22CHUBB LIMITEDCB130,245$37.6M1.80%
23PROCTER AND GAMBLE CO742718109235,780$37.5M1.79%
24DEERE & CODE71,516$35.0M1.68%
25SCHWAB CHARLES CORPSCHW-PJ411,686$34.7M1.66%
26NORFOLK SOUTHN CORP655844108154,875$34.4M1.65%
27LOWES COS INC548661107152,120$34.1M1.64%
28KINDER MORGAN INC DELEP-PC1,223,913$33.4M1.60%
29LENNAR CORPLEN-B304,775$33.4M1.60%
30PNC FINL SVCS GROUP INC693475105200,157$33.4M1.60%
31EOG RES INCEOG264,404$29.0M1.39%
32DELL TECHNOLOGIES INCDELL299,037$28.8M1.38%
33BRISTOL-MYERS SQUIBB COCELG-RI580,570$27.2M1.30%
34SMITH A O CORPAOS385,579$26.2M1.26%
35HERSHEY COHSY145,457$24.7M1.18%
36GENERAL MLS INC370334104420,286$23.0M1.10%
37PEPSICO INCPEP170,869$22.5M1.08%
38SCHWAB STRATEGIC TR8085248051,024,164$21.3M1.02%
39WP CAREY INC92936U109328,204$19.9M0.96%
40WELLS FARGO CO NEW949746101241,889$17.7M0.85%
41SCHWAB STRATEGIC TR808524508654,843$17.3M0.83%
42VANGUARD INDEX FDS92290862964,647$17.0M0.81%
43VANGUARD INDEX FDS92290875175,301$16.8M0.81%
44SPDR SER TR78468R853369,762$14.9M0.72%
45PULTE GROUP INC745867101143,009$14.8M0.71%
46VANGUARD INTL EQUITY INDEX F922042775231,606$14.6M0.70%
47BERKSHIRE HATHAWAY INC DELBRK-A24,807$12.7M0.61%
48SCHWAB STRATEGIC TR808524300470,804$12.2M0.59%
49ISHARES TR46436E718112,688$11.3M0.54%
50SPDR S&P 500 ETF TRSPY18,875$10.7M0.51%
51ISHARES TR46428759856,005$10.4M0.50%
52COCA COLA COKO141,223$10.1M0.48%
53DISNEY WALT CO25468710689,812$9.4M0.45%
54CONOCOPHILLIPSCOP102,562$9.1M0.43%
55ISHARES TR46428761422,109$8.3M0.40%
56SPDR SER TR78464A672270,135$7.7M0.37%
57AMGEN INCAMGN27,931$7.6M0.36%
58VANGUARD TAX-MANAGED FDS921943858129,923$6.9M0.33%
59AUTOMATIC DATA PROCESSING INADP21,976$6.7M0.32%
60AMAZON COM INCAMZN35,069$6.7M0.32%
61CITIGROUP INCC-PR91,571$6.6M0.31%
62SCHWAB STRATEGIC TR808524409229,957$6.0M0.29%
63SCHWAB STRATEGIC TR808524201269,581$6.0M0.29%
64MEDTRONIC PLCMDT60,232$5.0M0.24%
65GE AEROSPACE36960430122,861$4.9M0.23%
66SPDR SER TR78468R101167,011$4.9M0.23%
67SCHWAB STRATEGIC TR808524706162,539$4.6M0.22%
68BROADCOM INCAVGO21,833$4.5M0.22%
69SCHWAB STRATEGIC TR808524102196,668$4.3M0.21%
70EXXON MOBIL CORPXOM36,509$3.9M0.19%
71ISHARES TR46428744040,988$3.9M0.19%
72KRAFT HEINZ COKHC130,742$3.7M0.18%
73HOME DEPOT INCHD10,205$3.7M0.18%
74UNITEDHEALTH GROUP INCUNH8,894$3.5M0.17%
75BLACKSTONE INCBX24,452$3.4M0.16%
76ISHARES GOLD TRIAU54,758$3.4M0.16%
77VANGUARD INTL EQUITY INDEX F92204285872,959$3.4M0.16%
78VANGUARD INTL EQUITY INDEX F92204287445,149$3.3M0.16%
79ALPHABET INCGOOG21,045$3.3M0.16%
80INTERNATIONAL BUSINESS MACHSINTR12,713$3.2M0.15%
81ORACLE CORPORCL-PD21,081$3.2M0.15%
82PFIZER INCPFE136,608$3.1M0.15%
83SCHWAB STRATEGIC TR808524862127,660$3.1M0.15%
84COMMUNITY FINANCIAL SYSTEM ICBU53,188$3.0M0.14%
85ISHARES TR46435G52439,748$3.0M0.14%
86MERCK & CO INCMRK38,122$3.0M0.14%
87ELI LILLY & COLLY3,914$2.9M0.14%
88AT&T INCT-PC101,111$2.8M0.13%
89ISHARES TR46428765513,794$2.8M0.13%
90ALPHABET INCGOOG17,835$2.8M0.13%
91ISHARES TR46428745732,147$2.7M0.13%
92ISHARES TR46428716819,730$2.6M0.12%
93LEGGETT & PLATT INCLEG273,782$2.5M0.12%
94GE VERNOVA INCGEV6,375$2.5M0.12%
95PHILIP MORRIS INTL INC71817210914,544$2.5M0.12%
96VANGUARD SCOTTSDALE FDS92206C64918,441$2.4M0.12%
97AMERICAN EXPRESS COAXP8,542$2.4M0.12%
98RTX CORPORATIONRTX17,901$2.3M0.11%
99SCHWAB STRATEGIC TR80852479789,014$2.3M0.11%
100META PLATFORMS INCMETA3,810$2.3M0.11%
101SCHWAB STRATEGIC TR80852460795,022$2.3M0.11%
102ISHARES TR4642876896,816$2.2M0.10%
103AMERICAN ELEC PWR CO INC02553710120,530$2.2M0.10%
104NVIDIA CORPORATIONNVDA17,648$2.1M0.10%
105VERIZON COMMUNICATIONS INCVZ46,146$2.0M0.10%
106SOUTHWEST AIRLS CO84474110866,277$2.0M0.10%
107ALTRIA GROUP INCMO33,181$2.0M0.10%
108SPDR SER TR78464A47466,239$2.0M0.09%
109VANGUARD SCOTTSDALE FDS92206C40924,358$1.9M0.09%
110UNION PAC CORPUNP8,814$1.9M0.09%
111ISHARES TR46428746522,268$1.9M0.09%
112SYSCO CORPSYY24,880$1.8M0.09%
113FLUOR CORP NEWFLR50,000$1.8M0.09%
114VISA INCV5,039$1.8M0.08%
115EXPEDIA GROUP INCEXPE10,460$1.8M0.08%
116PROGRESSIVE CORP7433151036,108$1.7M0.08%
117NEXTERA ENERGY INCNEE-PW24,680$1.7M0.08%
118ISHARES TR46428750728,030$1.7M0.08%
119INTEL CORPINTC73,565$1.5M0.07%
120BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.07%
121AIR PRODS & CHEMS INCAIIR5,592$1.5M0.07%
122TEXAS INSTRS INC8825081048,742$1.4M0.07%
123VERTEX PHARMACEUTICALS INCVRTX3,370$1.4M0.07%
124MALIBU BOATS INCMBUU46,301$1.4M0.07%
125MORGAN STANLEYMS-PQ11,342$1.4M0.06%
126ISHARES TR4642876309,036$1.3M0.06%
127BAKER HUGHES COMPANYBKR36,234$1.3M0.06%
128ISHARES TR46434V10025,949$1.3M0.06%
129RESIDEO TECHNOLOGIES INCREZI64,469$1.3M0.06%
130ALIBABA GROUP HLDG LTDBBAAY10,225$1.3M0.06%
131CATERPILLAR INCCAT3,915$1.3M0.06%
132ISHARES TR46428825710,556$1.3M0.06%
133TETRA TECHNOLOGIES INC DEL88162F105420,625$1.2M0.06%
134PENNS WOODS BANCORP INC70843010341,107$1.2M0.06%
135ANALOG DEVICES INCADI5,896$1.2M0.06%
136ILLINOIS TOOL WKS INC4523081094,410$1.1M0.05%
137INVESCO EXCHANGE TRADED FD TIVZ5,957$1.0M0.05%
138PEOPLES FINL SVCS CORP71104010520,936$999,4850.05%
139SPDR SER TR78468R66310,900$997,3500.05%
140INVESCO QQQ TRIVZ2,039$995,7070.05%
141AUTODESK INCADSK3,395$983,2600.05%
142KIMBERLY-CLARK CORPKMB7,011$936,2890.04%
143ISHARES TR4642878048,864$918,7540.04%
144ELEVANCE HEALTH INCELV2,199$906,7650.04%
145UNITED PARCEL SERVICE INCUPS9,251$896,8380.04%
146TJX COS INC NEW8725401096,841$876,9470.04%
147RELIANCE INCRS2,903$858,8530.04%
148COMCAST CORP NEWCCZ25,068$857,8380.04%
149COSTCO WHSL CORP NEW22160K105835$841,4740.04%
150ACCENTURE PLC IRELANDACN2,698$832,1770.04%
151VANGUARD SCOTTSDALE FDS92206C87010,267$830,3950.04%
152WHEATON PRECIOUS METALS CORPWPM10,030$827,0740.04%
153ISHARES TR4642884147,872$820,1840.04%
154VANECK ETF TRUST92189F6763,678$816,3320.04%
155MGM RESORTS INTERNATIONALMGM25,036$806,4100.04%
156VANGUARD INDEX FDS9229087362,044$793,0310.04%
157GOLDMAN SACHS GROUP INCGSCE1,357$767,6050.04%
158FIFTH THIRD BANCORPFITBM20,000$745,2000.04%
159PARKER-HANNIFIN CORPPH1,134$727,5350.03%
160STRYKER CORPORATIONSYK1,899$726,3680.03%
161VANGUARD INDEX FDS9229083631,391$722,1580.03%
162ASTRAZENECA PLCAZN10,565$711,0250.03%
163CUMBERLAND PHARMACEUTICALS ICPIX153,810$692,1450.03%
164AGNICO EAGLE MINES LTDAEM6,008$688,8770.03%
165MASTERCARD INCORPORATEDMA1,174$665,7990.03%
166OREILLY AUTOMOTIVE INC67103H107478$650,1520.03%
167NOVO-NORDISK A SNONOF10,000$648,5000.03%
168TAIWAN SEMICONDUCTOR MFG LTD8740391003,631$636,2240.03%
169PINNACLE FINL PARTNERS INC72346Q1045,821$625,9320.03%
170AMERIPRISE FINL INC03076C1061,247$609,9690.03%
171VANGUARD SCOTTSDALE FDS92206C7147,306$593,8320.03%
172PROSHARES TR74347R1077,119$586,0360.03%
173DANAHER CORPORATION2358511022,995$583,5040.03%
174ENERGY TRANSFER L PET-PI32,961$572,5290.03%
175SYNOVUS FINL CORP87161C50112,241$568,1050.03%
176VANGUARD WORLD FD9219108161,718$556,0310.03%
177MARSH & MCLENNAN COS INC5717481022,410$550,0840.03%
178MILLROSE PPTYS INC60113710221,130$549,8030.03%
179LITMAN GREGORY FDS TR53700T75147,916$549,4340.03%
180VANGUARD INTL EQUITY INDEX F9220428667,105$541,0460.03%
181BLACKROCK INCBLK570$529,3250.03%
182ISHARES TR4642874814,113$521,4640.02%
183BEST BUY INCBBY7,500$520,6500.02%
184SEER INCSEER275,000$519,7500.02%
185OMNICOM GROUP INCOMC6,634$507,2360.02%
186ZOETIS INCZTS3,118$504,1490.02%
187SEAGATE TECHNOLOGY HLDNGS PLSE5,129$493,9230.02%
188SELECT SECTOR SPDR TR81369Y5066,014$490,8030.02%
189COCA COLA CONS INCCOKE403$477,8940.02%
190ISHARES TR4642881584,524$477,0560.02%
191REPUBLIC SVCS INC7607591001,912$476,7190.02%
192LAMAR ADVERTISING CO NEWLAMR4,075$469,7590.02%
193BANK NEW YORK MELLON CORP0640581005,440$465,1200.02%
194FULTON FINL CORP PA36027110026,191$458,6040.02%
195L3HARRIS TECHNOLOGIES INCLHX2,090$456,4350.02%
196KKR & CO INCKKRT3,800$451,1740.02%
197ISHARES INC46434G8226,268$450,2300.02%
198CARRIER GLOBAL CORPORATIONCARR6,280$442,7400.02%
199PAYCHEX INCPAYX2,918$441,5700.02%
200SPDR SER TR78464A7978,287$438,4650.02%
201SCHWAB STRATEGIC TR80852471417,752$435,4570.02%
202GALLAGHER ARTHUR J & CO3635761091,273$430,8720.02%
203DISCOVER FINL SVCS2547091082,228$427,8430.02%
204VANGUARD SPECIALIZED FUNDS9219088442,193$422,6350.02%
205FASTENAL COFAST5,326$422,2990.02%
206VIATRIS INCVTRS45,815$416,4580.02%
207ISHARES TR4642874733,236$407,6280.02%
208LINDE PLCLIN893$404,7340.02%
209EOS ENERGY ENTERPRISES INCEOSE67,000$402,0000.02%
2103M COMMM2,837$399,5160.02%
211ANHEUSER BUSCH INBEV SA/NVBUDFF5,922$396,7740.02%
212GENERAL DYNAMICS CORPGD1,434$389,9340.02%
213DARDEN RESTAURANTS INCDRI1,944$386,9090.02%
214T-MOBILE US INCTMUSZ1,527$377,9170.02%
215VANGUARD SCOTTSDALE FDS92206C6803,877$374,2860.02%
216FEDEX CORPFDX1,696$371,7800.02%
217ISHARES TR46435G3349,750$371,5730.02%
218PROVIDENT FINL SVCS INC74386T10520,738$356,6940.02%
219QUANTA SVCS INC74762E1021,085$353,9810.02%
220MICRON TECHNOLOGY INCMU4,132$351,8400.02%
221CBOE GLOBAL MKTS INC12503M1081,542$351,7920.02%
222DUKE ENERGY CORP NEWDUKB2,897$348,5930.02%
223GE HEALTHCARE TECHNOLOGIES IGEHC4,683$330,1520.02%
224CME GROUP INCCME1,165$328,5180.02%
225BROOKFIELD ASSET MANAGMT LTD1130041055,755$327,2870.02%
226SPDR GOLD TRGLD1,059$322,6030.02%
227VANGUARD WHITEHALL FDS9219464062,512$316,2090.02%
228CARMAX INCKMX4,740$315,4470.02%
229SELECT SECTOR SPDR TR81369Y6056,314$314,8160.02%
230SONY GROUP CORPSNEJF12,720$311,0040.01%
231JOHNSON CTLS INTL PLCG515021053,383$308,6650.01%
232MOOG INCMOG-B1,687$305,7010.01%
233COLGATE PALMOLIVE COCL3,329$302,3730.01%
234OCCIDENTAL PETE CORP6745991057,226$299,4360.01%
235METLIFE INCMET-PF3,739$290,1090.01%
236FISERV INCFISV1,588$288,1210.01%
237HUBSPOT INCHUBS433$285,9360.01%
238SEACOAST BKG CORP FLASE11,268$280,7990.01%
239TRACTOR SUPPLY COTSCO5,435$279,4820.01%
240EXPEDITORS INTL WASH INC3021301092,479$273,2850.01%
241F N B CORP30252010119,756$273,0280.01%
242PACCAR INCPCAR2,963$271,2920.01%
243FORD MTR CO34537086026,332$270,6950.01%
244CSX CORPCSX9,274$268,5820.01%
245BROOKFIELD CORP11271J1074,617$265,9850.01%
246DUPONT DE NEMOURS INCDD3,965$262,6810.01%
247BECTON DICKINSON & COBDX1,557$261,4980.01%
248GENERAC HLDGS INCGNRC2,167$261,3190.01%
249INTUITINTU398$261,1200.01%
250WESBANCO INCWSBCO8,316$258,4610.01%
251ISHARES SILVER TRSLV8,754$257,8930.01%
252QUEST DIAGNOSTICS INCDGX1,460$256,8140.01%
253MARKEL GROUP INCMKL135$253,8930.01%
254RAYMOND JAMES FINL INC7547301091,729$251,6390.01%
255ISHARES TR46435U8536,889$251,5270.01%
256INTUITIVE SURGICAL INCISRG453$243,7860.01%
257NETFLIX INCNFLX206$235,8430.01%
258CVS HEALTH CORPCVS3,473$235,6430.01%
259THE CIGNA GROUP125523100706$235,1760.01%
260AMERICAN INTL GROUP INC0268747842,867$234,5870.01%
261BROWN & BROWN INCBRO2,095$233,6550.01%
262FERGUSON ENTERPRISES INCFERG1,331$227,7210.01%
263ISHARES TR464287648855$224,4030.01%
264WATSCO INCWSO-B472$221,4010.01%
265US BANCORP DELUSB-PS5,185$218,4960.01%
266SHELL PLCRYDAF3,339$217,3020.01%
267ISHARES TR4642872422,005$213,8250.01%
268AFLAC INCAFL2,000$212,6420.01%
269CHECK POINT SOFTWARE TECH LTM22465104963$212,5050.01%
270KLA CORPKLAC302$212,4060.01%
271VANGUARD INDEX FDS922908769745$207,3370.01%
272TOTALENERGIES SETTE3,605$206,9270.01%
273WISDOMTREE TRWT4,257$206,0390.01%
274ISHARES TR4642874992,373$205,6920.01%
275FRANKLIN TEMPLETON ETF TRFGDL6,586$202,4540.01%
276UTZ BRANDS INCUTZ14,100$174,1350.01%
277FVCBANKCORP INCFVCB13,144$154,8360.01%
278IAMGOLD CORPIAG17,000$116,4500.01%
279RF INDS LTD74955210525,000$99,2500.00%
280ACHIEVE LIFE SCIENCES INCACHV17,700$43,0110.00%
281LUCID DIAGNOSTICS INCLUCD20,000$23,8000.00%
282IKENA ONCOLOGY INC45175G10820,000$21,6000.00%