Ask your AI about this

Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:

Connect your AI · Plans and the 7-day free trial (card required)

Holdings, Q2 2026

Largest first. Common shares only.

Latest 13F holdings
#The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here.Filing
1BRK-B
Berkshire Hathaway Inc. Class B
14.69M$7.4B21.4%-13.8%13F ↗
2CAT
Caterpillar, Inc.
6.35M$6.8B19.7%Unchanged13F ↗
3CNI
Canadian National Railway Company
51.83M$6.2B18.0%Unchanged13F ↗
4WM
Waste Management, Inc.
26.72M$6.0B17.3%-3.3%13F ↗
5DE
Deere & Company
3.56M$2.3B6.6%Unchanged13F ↗
6ECL
Ecolab Inc.
5.22M$1.5B4.2%Unchanged13F ↗
7WMT
Walmart Inc.
8.39M$950.3M2.8%Unchanged13F ↗
8FDX
FedEx Corporation
2.38M$746.6M2.2%-19.4%13F ↗
9KOF
Coca Cola Femsa S.A.B. de C.V. · ADR
6.21M$660.3M1.9%Unchanged13F ↗
10HD
Home Depot, Inc.
1.00M$352.7M1.0%New13F ↗
11WCN
Waste Connections, Inc.
2.04M$339.9M1.0%Unchanged13F ↗
12MSGS
MSG Knickerbockers Corp.
592,406$238.1M0.7%Unchanged13F ↗
13FDXF
FedEx Freight Holding Company, Inc.
1.19M$180.0M0.5%New13F ↗
14CPNG
Coupang, Inc. · Common Stocks
9.25M$160.6M0.5%Unchanged13F ↗
15WST
West Pharmaceutical Services, Inc.
444,500$159.6M0.5%Unchanged13F ↗
16BUD
Anheuser-Busch InBev SA/NV
1.70M$140.3M0.4%Unchanged13F ↗
17PCAR
PACCAR Inc.
1.00M$120.1M0.3%Unchanged13F ↗
18SDGR
Schrodinger, Inc.
6.98M$113.5M0.3%Unchanged13F ↗
19MCD
McDonald's Corporation
334,900$90.5M0.3%Unchanged13F ↗
20DHR
Danaher Corporation
373,000$71.0M0.2%Unchanged13F ↗
21KHC
The Kraft Heinz Company
2.47M$58.4M0.2%Unchanged13F ↗
22HRL
Hormel Foods Corporation
2.09M$51.8M0.2%Unchanged13F ↗
23ONON
On Holding AG · Namen Akt A
500,000$17.7M0.1%Unchanged13F ↗
24VLTO
Veralto Corp
124,333$11.0M<0.1%Unchanged13F ↗

Changes since Q1 2026

2 new, 0 added to, 3 trimmed, 0 exited, 19 unchanged. By estimated dollars.

New positions (2)

New positions
HD
Home Depot, Inc.
1.00MNew$352.7M
FDXF
FedEx Freight Holding Company, Inc.
1.19MNew$180.0M

Added to (0)

None this quarter.

Trimmed (3)

Trimmed
BRK-B
Berkshire Hathaway Inc. Class B
14.69M-13.8%-$1.2B
WM
Waste Management, Inc.
26.72M-3.3%-$205.4M
FDX
FedEx Corporation
2.38M-19.4%-$179.9M

Exited (0)

None this quarter.

The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.

Compare two quarters

Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.

Reported value by quarter

Value and number of positions at the end of each quarter.

Loading…

Largest positions in earlier quarters

Pick a quarter to see what the fund's biggest positions were then.

Loading…

Ten largest positions

By value, Q2 2026.

$0$2.0B$4.0B$6.0B$8.0BBRK-B · Value: $7,350,651,039BRK-BCAT · Value: $6,765,963,549CATCNI · Value: $6,179,825,963CNIWM · Value: $5,955,519,423WMDE · Value: $2,256,551,587DEECL · Value: $1,453,799,239ECLWMT · Value: $950,305,425WMTFDX · Value: $746,615,273FDXKOF · Value: $660,313,894KOFHD · Value: $352,680,000HD

Filings

13F filings
Filing
Q2 2026Aug 14, 202613F-HR24$34.4BCurrentSEC ↗
Q1 2026May 15, 202613F-HR22$31.7BCurrentSEC ↗
Q4 2025Feb 17, 202613F-HR23$35.4BCurrentSEC ↗
Q3 2025Nov 14, 202513F-HR23$36.6BCurrentSEC ↗
Q2 2025Aug 14, 202513F-HR25$47.8BCurrentSEC ↗
Q1 2025May 15, 202513F-HR25$41.8BCurrentSEC ↗

Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings

Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer