Breaking: Berkshire Hathaway just filed its Q2 2026 13F
Here's everything you need to know about the recent 13FTop 10 positions:• Apple $Apple(AAPL.US) (22.0%)• American Express $American Express(AXP.US) (17.1%)• Coca-Cola $Coca Cola(KO.US) (10.9%)• Alphabet Class A $Alphabet(GOOGL.US) (9.4%)• Bank of America $Bank of America(BAC.US) (9.2%)• Chevron $Chevron(CVX.US) (4.7%)• Occidental Petroleum $Occidental Petroleum(OXY.US) (4.3%)• Chubb $Chubb(CB.US) (3.9%)• Moody's $Moodys(MCO.US) (3.7%)• Alphabet Class C $Alphabet - C(GOOG.US) (3.2%)New positions:• $D.R. Horton(DHI.US) (toehold, $580K)Full exits:• $Constellation Brands(STZ.US) (Constellation Brands)Summary: Berkshire's book grew 13.7% to $299.25B this quarter on price appreciation, not rotation. Abel kept every top 10 name untouched, only move was a token toehold in D.R. Horton and closing out the small Constellation Brands stake entirely
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$CapLand Ascendas REIT(A17U.SG)
Breaking Down CapitaLand Ascendas REIT’s Performance:
CLAR has just announced its 1H 2026 results below are the performance across four clear areas, short and sweet plus easy for you to understand 😘
💰 Financial & Distributions
• Gross Revenue: S$805.5M , Net Property Income: S$556.1M
• Distributable Income: S$359.4M , DPU: 7.482 cents
• Annualised yield: ~6.0% at S$2.49 unit price
🏢 Portfolio & Operations
• AUM: ~S$20.1B across 234 properties
• Occupancy: 89.1% ,Rental reversion: +8.5% , WALE: 4.0 years
• Acquisition yields: 4.3%–7.4%
💳 Capital & Debt
• Gearing: 39.7% , Borrowing cost: 3.5% , Fixed-rate debt: 70.1%
• Debt maturity: 2.5 years , FX hedge: ~73% , Moody’s rating: A3
🌱 Sustainability & ESG
• 77% of space green-certified, 63% green lease coverage
• 38 solar-powered properties generating ~34 GWh yearly
Read the infographic below for full details and easy comparisons! 📈
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$Moodys(MCO.US)
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$Moodys(MCO.US) Mixed Results + Guidance Raised
Q1 Adj EPS: $4.33 vs $4.22 estQ1 REV: $2.079B vs $2.082B estFY 2026 GAAP EPS: $16.00-$16.60 from $15.00-$15.60 vs $15.33 est🟩 +1.55%Source: TrendSpider
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This Week's Review: Thoughts on Asset Reallocation Amid Volatile Downtrend
Last week, I already reminded everyone that the probability of this round continuing to surge higher is very low. Looking at this week's trend, the S&P 500 has continued to decline, with the core drag coming from the Nasdaq. The reason it's extremely difficult to reach new highs again in the short term is that unless there is a major stimulus beyond expectations, the market lacks new upward momentum. Current macro data such as employment and CPI have not deteriorated significantly, so the problem is not at the macro level, but rather that the internal structure of the tech sector is changing. In January this year, Anthropic launched agent plugins, beginning to penetrate professional fields such as law, sales, and finance...
2026年投资方向美股 - Y
Out of bullets, pay attention to risk control
Retail investors have been the most steadfast force in the market this year.
After Moody's downgraded the U.S. credit rating, last Monday saw the largest single-day retail buying volume in U.S. stock history.