Berkshire Hathaway’s 13F portfolio, scored by worldview
Last updated · By StockDashes
On StockDashes, the 13F portfolio of Berkshire Hathaway, the company Warren Buffett built, scores 84/100 (Strong) against the K-shaped economy worldview. The score covers its 15 largest US-listed stock holdings in the firm’s filing for Q2 2026: 3 benefit from the worldview, 5 are mixed, 2 are under pressure and 5 are neutral.
Source: Berkshire Hathaway’s 13F filing for Q2 2026, filed with the SEC on 14 Aug 2026. The filing on SEC EDGAR
The score against the K-shaped economy worldview
Portfolio score
13F portfolioAgainst each of the ten worldviews
Choose one to re-score the portfolio.
Of the holdings, 3 benefit from the worldview, 5 are mixed, 2 are under pressure and 5 are neutral.
The holdings
| Holding | Weight | K-shaped economy |
|---|---|---|
| AAPLApple Inc. | 22.0% | Benefits |
| AXPAmerican Express Company | 17.1% | Benefits |
| GOOGLAlphabet Inc. | 12.6% | Neutral |
| KOThe Coca-Cola Company | 10.9% | Mixed |
| BACBank of America Corporation | 9.2% | Mixed |
| CVXChevron Corporation | 4.7% | Neutral |
| OXYOccidental Petroleum Corporation | 4.3% | Neutral |
| CBChubb Limited | 3.9% | Benefits |
| MCOMoody's Corporation | 3.7% | Neutral |
| KHCThe Kraft Heinz Company | 2.6% | Under pressure |
| DVADaVita Inc. | 2.1% | Mixed |
| DALDelta Air Lines, Inc. | 1.8% | Mixed |
| SIRISirius XM Holdings Inc. | 1.2% | Under pressure |
| VRSNVeriSign, Inc. | 0.8% | Neutral |
| KRThe Kroger Co. | 0.7% | Mixed |
Weight: the holding’s share of the stock the filing reports. Together these holdings are 97.7% of it.
Which holdings benefit from the K-shaped economy worldview
Benefits
- AAPL · Apple Inc. — Devices skew to higher-income buyers, and financing plus trade-in keeps the brand aspirational at the lower end.
- AXP · American Express Company — Its affluent cardholders keep spending on travel and dining, whatever happens lower down.
- CB · Chubb Limited — Large high-net-worth personal lines and commercial books skew toward affluent households and corporate buyers.
Mixed
- KO · The Coca-Cola Company — Affordable single-serve purchases retain low-income buyers, but pressured household budgets can shift volumes toward private label.
- BAC · Bank of America Corporation — Wealth management and premium card customers spend through, while mass-market consumer lending carries credit losses from stressed borrowers.
- DVA · DaVita Inc. — Treatment is medically necessary across incomes, but payer mix shifts toward lower-paying government coverage as commercial insurance erodes.
- DAL · Delta Air Lines, Inc. — Premium cabins, loyalty and corporate travel are strong, while main-cabin demand skews to squeezed middle-income flyers.
- KR · The Kroger Co. — Trade-down into private label and value grocery helps, while mainstream middle-market stores face share pressure from discounters and premium formats.
Under pressure from this worldview
- KHC · The Kraft Heinz Company — Core packaged brands sit in the middle tier, squeezed between private label trade-down and premium offerings.
- SIRI · Sirius XM Holdings Inc. — Discretionary subscription sold largely to middle-income vehicle owners who trade down to free streaming tiers.
Neutral
- GOOGL · Alphabet Inc. — Search and YouTube reach all income tiers, with ad demand tied to total consumption rather than any single segment.
- CVX · Chevron Corporation — Fuel is a staple purchase priced at commodity markets, with little exposure to consumer income tiers.
- OXY · Occidental Petroleum Corporation — Sells commodity hydrocarbons and chemicals to industrial buyers rather than tiered consumer segments.
- MCO · Moody's Corporation — Revenue comes from debt issuers and institutional subscribers, not household discretionary spending.
- VRSN · VeriSign, Inc. — Revenue comes from domain registrations across businesses and individuals, with little dependence on consumer income tiers.
How the score works
Worldview fit is a 0–100 score for how well a stock portfolio matches an investor’s view of where the world is heading. Each holding is marked as benefiting from the worldview, under pressure from it, neutral or mixed, and the marks are weighted by each holding’s share of the portfolio. Worldview fit is 60% of the 0–100 score; diversification and volatility are 20% each, measured on a year of daily prices.
The default worldview, K-shaped economy, is one that suits how Warren Buffett is known to invest; it isn’t a statement of the investor’s own views. What the K-shaped economy worldview says → What is worldview fit? →
Score your own portfolio: free accountYour portfolio stays private to your account.
Frequently asked questions
What does Berkshire Hathaway’s 13F portfolio score against the K-shaped economy worldview?
On StockDashes, the 13F portfolio of Berkshire Hathaway, the company Warren Buffett built, scores 84/100 (Strong) against the K-shaped economy worldview. The score covers its 15 largest US-listed stock holdings in the firm’s filing for Q2 2026: 3 benefit from the worldview, 5 are mixed, 2 are under pressure and 5 are neutral.
Where does the Berkshire Hathaway portfolio come from?
Source: Berkshire Hathaway’s 13F filing for Q2 2026, filed with the SEC on 14 Aug 2026.
How is the score worked out?
Worldview fit is a 0–100 score for how well a stock portfolio matches an investor’s view of where the world is heading. Each holding is marked as benefiting from the worldview, under pressure from it, neutral or mixed, and the marks are weighted by each holding’s share of the portfolio. Worldview fit is 60% of the 0–100 score; diversification and volatility are 20% each, measured on a year of daily prices.
Can I score my own portfolio the same way?
Yes. Import your holdings from your broker into a StockDashes account, choose up to four worldviews, and every holding is marked against each one with a one-line reason.
13F data is public, quarterly and delayed: it shows US-listed long positions at the end of a quarter, filed up to 45 days later, and leaves out short positions, cash and holdings outside the US. Nothing on this page is investment advice.