**["Post-Buffett Era" First Major Portfolio Adjustment Revealed: Berkshire Spends $17 Billion Betting on Google]** BlockBeats News, August 15: Berkshire Hathaway submitted its Q2 2026 13F holdings report to the U.S. SEC. The data shows that in the second quarter following Warren Buffett's retirement, the company made significant adjustments to its investment portfolio, making a substantial purchase of Alphabet, Google's parent company, while reducing its positions in the financial and consumer sectors. As of June 30, 2026, Berkshire's total stock portfolio value rose to $29.9 billion, up from $26.3 billion in the previous quarter. During Q2, the company added one new holding, increased positions in seven stocks, reduced positions in six stocks, and completely exited one position. The top ten holdings accounted for a staggering 88.74% of the portfolio. Among these, Alphabet emerged as the standout. In Q2, Berkshire increased its holdings of Alphabet's Class A and Class C shares by approximately 48.1 million shares, with the new position valued at over $17 billion. This move propelled Google to replace Bank of America as Berkshire's fourth-largest holding. Currently, Berkshire's top five holdings are Apple, American Express, Coca-Cola, Alphabet, and Bank of America. In addition to Google, Berkshire also made modest increases in its holdings of Delta Air Lines, Lennar, and Macy's. The increased stake in Delta Air Lines drew attention, with the market interpreting it as a sign that the company is optimistic about the recovery of demand for air travel and improvements in operational performance. On the reduction side, Berkshire significantly cut its positions in the financial and consumer sectors during Q2. Notably, it reduced its holdings in Bank of America by approximately 30.2 million shares, lowering its stake by 5.89%, corresponding to a market value of about $1.72 billion, making it the largest reduction. It also reduced its holdings in Capital One Financial by approximately 4.2 million shares, decreasing its stake by about 58%, and cut its position in Kroger by approximately 11 million shares, reducing its stake by about 22%. The market believes that Berkshire ended its streak of 14 consecutive quarters of net stock sales in Q2 and made net purchases of nearly $20 billion in stocks. This indicates that new leader Greg Abel is steering the investment portfolio toward a focus on technology and growth, marking a shift in asset allocation in the "Post-Buffett Era." [Original Link]