Podcast Summary: Becker Business with Scott Becker

Episode: The 10 Largest Berkshire Hathaway Holdings 3-10-26
Date: March 10, 2026
Host: Scott Becker

Episode Overview

In this concise episode, Scott Becker breaks down Berkshire Hathaway's ten largest publicly traded holdings as of late 2025. He discusses the significance of following Berkshire's investment strategy, his personal experience mimicking their investment style, and gives brief commentary on each of the top ten holdings using recent data from Benzinga.

Key Discussion Points & Insights

1. Why Follow Berkshire Hathaway Holdings?

• Scott explains the continual interest in Berkshire Hathaway’s moves: “People follow this closely because Berkshire Hathaway has been so successful the last 30 to 40 to 50 years. And to give people a sense of where they should invest, where they shouldn't invest.” (00:38)
• He notes that while he mimicked their investments at times, his approach is now “largely an index fund investor.” (00:56)

2. Top Ten Berkshire Holdings as of End 2025

Scott provides the latest portfolio breakdown, with a focus on the most significant holdings:

• 1. Apple (23%)
  “Apple at 23% of their fund.” (01:05)
• 2. American Express (21%)
  “American Express at 21%.” (01:08)
• 3. Bank of America (10%)
  “Bank of America 10%.” (01:10)
  • Scott mentions personal experience: “I personally own some shares directly in B of A and Coca Cola. I've not had a home run with those. They've been fine.” (01:18)
• 4. Coca Cola (10%)
  “Coca Cola is really closely behind Bank of America at 10%.” (01:13)
• 5. Chevron
  “Then Chevron.” (01:23)
• 6. Moody’s Corporation
  • Scott remarks: “There’s a couple here that I did not know were in their top 10. Moody's Corporation, which does all kinds of things like the bond ranking firm, rating firm and so forth.” (01:27)
• 7. Occidental Petroleum
  “Occidental Petroleum, another big oil firm. I assume that Occidental and Chevron, with oil prices spiking, will do really well this year. We'll see. I don't know.” (01:32)
• 8. Chubb Insurance
• 9. Kraft Heinz
• 10. Alphabet/Google (about 2%)
  “And finally tenth is Google Alphabet, about 2% of the fund. They've got about $6 billion in Google Alphabet.” (01:40)

3. Personal & Strategic Reflections

• Scott shares: “I'm largely an index fund investor, but fascinating to see. This is as of the very end of last year their 10 largest holdings at Berkshire Hathaway when Warren Buffett turned over the crown to Greg Abel.” (01:49)

Notable Quotes & Memorable Moments

• “I think we’re directly a holder in about three or four of these companies, not in the other six.” (00:56)
• “I've not had a home run with those. They've been fine. But it came out of one period when I was trying to mimic what's going on with the Berkshire Hathaway holdings.” (01:18)
• “Occidental and Chevron, with oil prices spiking, will do really well this year. We'll see. I don't know.” (01:32)
• “Fascinating to see. This is as of the very end of last year their 10 largest holdings at Berkshire Hathaway when Warren Buffett turned over the crown to Greg Abel.” (01:49)

Timestamps for Key Segments

• 00:30 — Episode introduction and why people follow Berkshire Hathaway holdings
• 01:05–01:40 — Detailed rundown of the top ten holdings
• 01:18 — Personal disclosures about which holdings Scott owns
• 01:49 — Final reflections and note on Berkshire Hathaway’s leadership transition to Greg Abel

Episode Tone & Style

Scott's style is informative, practical, and approachable. He intersperses personal investment experience with observations on Berkshire's strategy, making complex information accessible and relatable for business-oriented listeners.

Useful for:

• Investors tracking Berkshire Hathaway
• Fans of Warren Buffett or Greg Abel
• Those interested in blue-chip stocks and value investing
• Individuals considering mimicking major investment portfolios
• Listeners looking for concise, actionable business insights

(Advertising content and other non-essential segments have been omitted for clarity and focus.)