While Apple remains the firm's top holding despite a slight trim, the tech portfolio saw significant divergence: Amazon was nearly liquidated, whereas the Google position remained completely intact. Official filings debunk earlier rumors of a Google exit; Berkshire didn't sell a single share, signaling continued high conviction in the company's long-term AI and cloud potential. Elsewhere, the firm increased exposure to energy, pared down financials, and held firm on consumer staples leaders.

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