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Warren Buffett’s Berkshire Hathaway just filed its 13F for Q2’25 New: $UNH, $NUE, $LEN, $DHI, $LAMR, $ALLE Exit: $TMUS Top Adds: $POOL, $LEN.B, $STZ, $HEI.A, $CVX, $DPZ Top Cuts: $AAPL, $CHTR, $FWONK, $BAC Here’s a look at all his holdings & activity:

Warren Buffett's Latest Stock Portfolio Visualized: Buys: $UNH $NUE $LEN $DHI $LAMR $ALLE Adds: $CVX $STZ $DPZ $POOL $HEI $LEN Trims: $AAPL $BAC $DVA $VRSN $CHTR $FWONK Sells: $TMUS

Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios Here's what their portfolios looked like as of the end of Q2 (A thread🧵⬇️) Warren Buffett: 🐐

$BRK.B Warren Buffett’s Berkshire Hathaway bought more than 5 million shares $UNH last quarter for stake worth $1.6 billion. Also added stakes in $DHI $LEN $NUE, and trimming its $AAPL $BAC positions. #UNH shares jumped in after-hours trading after news #StockNews $OMAH $BRK

6/ No changes to $BRK.A’s top 10 in 2Q 2025. $AAPL still #1 at 22.3% after $4.04B sold $BAC still #3 after $1.11B sold $AXP, $KO, $CVX, $MCO, and others hold their spots Buffett’s portfolio remains ultra-concentrated: top 10 = 87% of assets.

To emulate Warren Buffett or Michael Burry, avoid copy trading. Their large capital limits them from small, high-potential stocks. Adopt their contrarian approach, seek undervalued stocks, and uncover gems through logical analysis. $Unh $Nue $Aapl $Ko $Axp $Bac $Cvx < $Adn

Warren Buffett’s Q2 2025 Equity Portfolio – $257.5B AUM $AAPL remains the largest holding at 22.3%, followed by $AXP (18.8%) and $BAC (11.1%). Other notable positions include $KO, $CVX, and $MCO. #MarketingCommunication

When you thought Utilities $XLU were finally going to cool off after 23%+ in 2024 and 15%+ YTD Bank of America $BAC says the fun isn't over yet!