BERKSHIRE ASSET MANAGEMENT LLC/PA
RIA/Wealth
BERKSHIRE ASSET MANAGEMENT LLC/PA is a RIA/Wealth based in Wilkes-barre, PA led by Kenneth John Krogulski, reporting $2.5B in AUM as of Q3 2025 with JPM as the largest holding (5% allocation).
CEOKenneth John Krogulski
- Portfolio Value
- $2.4B
- Positions
- 298
- Top Holding
- JPM at 4.73%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BERKSHIRE ASSET MANAGEMENT LLC/PA's portfolio (30.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Banks - Diversified Financial Services | $111.5M | 4.73% | -$864.3K Sold | 0.01% 353.6K shares | |
Software - Infrastructure Technology | $96.8M | 4.11% | -$230.5K Sold | 0.00% 186.9K shares | |
Drug Manufacturers - General Healthcare | $88.1M | 3.74% | -$793.7K Sold | 0.02% 380.4K shares | |
Consumer Electronics Technology | $71.3M | 3.03% | +$516.9K Bought | 0.00% 280.0K shares | |
Oil & Gas Integrated Energy | $61.8M | 2.62% | +$975.8K Bought | 0.02% 397.9K shares | |
Banks - Diversified Financial Services | $61.4M | 2.60% | -$356.8K Sold | 0.02% 1.2M shares | |
Communication Equipment Technology | $60.1M | 2.55% | -$631.4K Sold | 0.02% 878.1K shares | |
Hardware, Equipment & Parts Technology | $56.0M | 2.38% | -$122.3K Sold | 0.09% 255.0K shares | |
Waste Management Industrials | $51.6M | 2.19% | -$367.0K Sold | 0.06% 233.9K shares | |
Semiconductors Technology | $50.5M | 2.14% | +$419.9K Bought | 0.03% 303.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BERKSHIRE ASSET MANAGEMENT LLC/PA's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for BERKSHIRE ASSET MANAGEMENT LLC/PA
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