Berkshire did report some of its latest financials for the quarter ending 30 September 2025 more than two weeks ago. However, this report only told us that Buffett was a net seller of stocks over the quarter. We didn't know exactly which stocks he, or his two investing lieutenants, had actually been buying and selling.

Well, today, that veil has been lifted. Thanks to the company's most recent '13F' filing, we get to have a good look at what's been happening in the Berkshire portfolio.

What has Buffett been buying at Berkshire?

Well, as we've already established, Buffett did a whole lot more selling than buying. Many of Berkshire's top holdings were trimmed. This includes a significant US$10.6 billion sell-down of Apple shares, representing about 15% of Berkshire's position.

Even so, the iPhone-maker remains Berkshire's largest holding, with the company retaining a US$64.9 billion stake. That's roughly 21% of Berkshire's portfolio.

Berkshire also offloaded meaningful chunks of Bank of America, Verisign and D.R. Horton.

Although Buffett, or his underlings, were net sellers of stocks, they were still picking up some shares.

As my Fool colleague Kevin reported earlier today, the most significant new position for Berkshire was in Google-owner Alphabet Inc (NASDAQ: GOOG)(NASDAQ: GOOGL). The filing shows that Berkshire initiated its first-ever position in Alphabet over the September quarter. The company recorded a US$4.34 billion position, or just over 17.8 million Class A shares, in Alphabet, as of 30 September.

Who really bought Alphabet stock?

This is a significant development for Berkshire, as Buffett has always shown, and discussed, a reluctance to invest in tech stocks. He famously pined about missing out on Alphabet's success back in 2019, and only initiated a small position in Amazon that same year.

Even the purchase was reportedly initiated by one of Buffett's lieutenants, Todd Combs or Ted Weschler. It's possible, even perhaps likely, that one of those two managers is responsible for the Alphabet purchase. Or perhaps it was a call made by the incoming CEO, Greg Abel. Abel is due to take the reins of Berkshire in January when Buffett sadly is scheduled to step back from the CEO role he has held since the 1960s.

We probably won't find out for a while, if at all.

Some other stocks Berkshire added to over the quarter just gone include Chubb, Domino's Pizza and Sirius XM.

Berkshire's five largest positions remain, in order: Apple, American Express, Bank of America, Coca-Cola and Chevron.

The post Here are the stocks Warren Buffett just bought (and sold) appeared first on The Motley Fool Australia.

The 10F filing from Warren Buffett's Berkshire Hathaway Inc (NYSE: BRK.A)(NYSE: BRK.B) is probably one of, if not the, most anticipated on the entire American stock market.

The last time Berkshire Hathaway filed a 10F report, we covered some of Buffett's significant stock sales, as well as the far fewer buys.

So what does the latest report tell us?

What has Berkshire Hathaway been buying (and selling)?

Compared to the November 10F, this February's report was far tamer. However, Buffett was still a net seller of stocks over the three months to 31 December.

Here are some of Berkshire's major sales, according to WhaleWisdom:

• HP Inc (NYSE: HPQ), with Berkshire selling US$2.4 billion worth of stock
• Apple Inc (NASDAQ: AAPL), US$1.93 billion sold
• D.R. Horton Inc (NYSE: DHI), with US$710 million sold
• Paramount Global Inc (NASDAQ: PARA) with US$450 million sold
• Markel Group Inc (NYSE: MKL) with US$259 million sold

In contrast, Buffett's buys were a lot less enthusiastic:

• Chevron Corp (NYSE: CVX), with Berkshire buying US$2.36 billion worth of stock
• Occidental Petroleum Corp (NYSE: OXY), US$1.17 billion purchase
• Sirius XM Holdings Inc (NASDAQ: SIRI), US$167 million purchase

Buffett doubles down on big oil

This is an interesting report to go through. Buffett is famous for his buy-and-hold investing, once commenting that his favourite holding time for an investment is "forever". So it's interesting to see Berkshire trim its largest position (accounting for more than 50% of Berkshire's portfolio) in Apple. Of Course, US$1.9 billion is something of a drop in the bucket – Berkshire still owns almost US$166.5 billion worth of Apple stock.

But the sale is still significant, given what Buffett has previously said.

Also significant is Buffett's buyup of oil giant Chevron, as well as Occidental. Last quarter's 10F filing revealed that Berkshire had offloaded shares in Chevron. As such, it's notable to see Buffett buying them back up, as well as shares in fellow oil stock Occidental. The recent volatility in oil prices (and thus the share prices of oil stocks) could have something to do with this.

Buffett's other major sale was in tech company HP. HP shares haven't gone anywhere for a while but did rally around 20% between October and December last year. So perhaps this gave Buffett an excuse to sell a big chunk of shares.

Foolish takeaway

Buffett's portfolio moves often seem to contradict the advice that he so generously showers on ordinary investors. Because we rarely get explanations or insights into Buffett's thinking (and if so, they usually come months later), I tend to think it's best to take what Buffett says as gospel advice, rather than what he does.

The post What can ASX investors learn from Warren Buffett's latest buys and sells? appeared first on The Motley Fool Australia.