Berkshire Hathaway $BRK.B is starting to deploy its $365B cash pile.
In Q2, it bought $23.5B of stocks and sold just $3.7B, ending 14 straight quarters as a net seller.
Alphabet entered the top five after Berkshire added another $10B to its position.
Berkshire's five largest holdings (not in order):
▸ $AAPL Apple
▸ $AXP American Express
▸ $GOOGL Alphabet
▸ $KO Coca-Cola
▸ $BAC Bank of America
Together, they make up 66% of Berkshire’s $323.8B equity portfolio.
Its Q2 13F is still pending, due August 14.