13F Copycat

{
  "pack": "13f-copycat",
  "title": "Berkshire Hathaway 13F Copycat artifact",
  "version": "berkshire-hathaway-2026-03-31-v0.1",
  "asOf": "2026-05-15",
  "status": "launch",
  "source": {
    "type": "SEC_13F",
    "sample": false,
    "urls": [
      "https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/53405.xml",
      "https://www.sec.gov/Archives/edgar/data/1067983/000119312526054580/50240.xml"
    ],
    "freshnessNotes": [
      "Latest filing date: 2026-05-15",
      "Report quarter/date: 2026-03-31",
      "13F filings can lag quarter-end by up to 45 days."
    ],
    "limitations": [
      "Read-only research artifact. No execution, custody, or personalized advice.",
      "CUSIP-to-ticker mapping currently uses fixture provider data.",
      "Fundamental context combines SEC Company Facts financial metrics with fixture thematic/valuation fields for demo scoring (sec-company-facts-v0.1:28, fixture-fundamentals-v0.2:29).",
      "All selected raw change candidates mapped to tickers."
    ]
  },
  "methodologyVersion": "13f-ethos-live-v0.1",
  "signals": [
    {
      "ticker": "GOOGL",
      "action": "added",
      "reviewStatus": "candidate",
      "weightPct": 5.93,
      "summary": "Berkshire Hathaway added Alphabet Class A (GOOGL) by 36,403,656 shares. Current 13F weight is 5.93%. SignalPack scores this change through selected ethos lenses before any handoff.",
      "convictionSignals": [
        "Berkshire Hathaway added 36,403,656 shares",
        "Current 13F weight 5.93%",
        "Market-value change $10.0B"
      ],
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "ethosScores": [
        {
          "ethosId": "intelligent-investor",
          "score": 3,
          "maxScore": 7,
          "status": "warn"
        },
        {
          "ethosId": "moat-builder",
          "score": 6,
          "maxScore": 6,
          "status": "pass"
        },
        {
          "ethosId": "disruption-thesis",
          "score": 5,
          "maxScore": 5,
          "status": "pass"
        }
      ]
    },
    {
      "ticker": "BAC",
      "action": "reduced",
      "reviewStatus": "warn",
      "weightPct": 9.52,
      "summary": "Berkshire Hathaway reduced Bank of America (BAC) by 3,671,769 shares. Current 13F weight is 9.52%. SignalPack scores this change through selected ethos lenses before any handoff.",
      "convictionSignals": [
        "Berkshire Hathaway reduced 3,671,769 shares",
        "Current 13F weight 9.52%",
        "Market-value change -$3.4B"
      ],
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "ethosScores": [
        {
          "ethosId": "intelligent-investor",
          "score": 4,
          "maxScore": 7,
          "status": "warn"
        },
        {
          "ethosId": "moat-builder",
          "score": 0,
          "maxScore": 6,
          "status": "fail"
        },
        {
          "ethosId": "disruption-thesis",
          "score": 0,
          "maxScore": 5,
          "status": "fail"
        }
      ]
    },
    {
      "ticker": "V",
      "action": "exited",
      "reviewStatus": "warn",
      "weightPct": 0,
      "summary": "Berkshire Hathaway exited Visa (V) by 8,297,460 shares. Current 13F weight is 0%. SignalPack scores this change through selected ethos lenses before any handoff.",
      "convictionSignals": [
        "Berkshire Hathaway exited 8,297,460 shares",
        "Current 13F weight 0%",
        "Market-value change -$2.9B"
      ],
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "ethosScores": [
        {
          "ethosId": "intelligent-investor",
          "score": 3,
          "maxScore": 7,
          "status": "warn"
        },
        {
          "ethosId": "moat-builder",
          "score": 5,
          "maxScore": 6,
          "status": "pass"
        },
        {
          "ethosId": "disruption-thesis",
          "score": 4,
          "maxScore": 5,
          "status": "pass"
        }
      ]
    },
    {
      "ticker": "DAL",
      "action": "new",
      "reviewStatus": "candidate",
      "weightPct": 1.01,
      "summary": "Berkshire Hathaway new Delta Air Lines (DAL) by 39,809,456 shares. Current 13F weight is 1.01%. SignalPack scores this change through selected ethos lenses before any handoff.",
      "convictionSignals": [
        "Berkshire Hathaway new 39,809,456 shares",
        "Current 13F weight 1.01%",
        "Market-value change $2.6B"
      ],
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "ethosScores": [
        {
          "ethosId": "intelligent-investor",
          "score": 3,
          "maxScore": 7,
          "status": "warn"
        },
        {
          "ethosId": "moat-builder",
          "score": 0,
          "maxScore": 6,
          "status": "fail"
        },
        {
          "ethosId": "disruption-thesis",
          "score": 0,
          "maxScore": 5,
          "status": "fail"
        }
      ]
    },
    {
      "ticker": "CVX",
      "action": "reduced",
      "reviewStatus": "warn",
      "weightPct": 6.64,
      "summary": "Berkshire Hathaway reduced Chevron (CVX) by 45,780,506 shares. Current 13F weight is 6.64%. SignalPack scores this change through selected ethos lenses before any handoff.",
      "convictionSignals": [
        "Berkshire Hathaway reduced 45,780,506 shares",
        "Current 13F weight 6.64%",
        "Market-value change -$2.4B"
      ],
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "ethosScores": [
        {
          "ethosId": "intelligent-investor",
          "score": 2,
          "maxScore": 7,
          "status": "fail"
        },
        {
          "ethosId": "moat-builder",
          "score": 2,
          "maxScore": 6,
          "status": "fail"
        },
        {
          "ethosId": "disruption-thesis",
          "score": 0,
          "maxScore": 5,
          "status": "fail"
        }
      ]
    },
    {
      "ticker": "MA",
      "action": "exited",
      "reviewStatus": "warn",
      "weightPct": 0,
      "summary": "Berkshire Hathaway exited Mastercard (MA) by 3,986,648 shares. Current 13F weight is 0%. SignalPack scores this change through selected ethos lenses before any handoff.",
      "convictionSignals": [
        "Berkshire Hathaway exited 3,986,648 shares",
        "Current 13F weight 0%",
        "Market-value change -$2.3B"
      ],
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "ethosScores": [
        {
          "ethosId": "intelligent-investor",
          "score": 2,
          "maxScore": 7,
          "status": "fail"
        },
        {
          "ethosId": "moat-builder",
          "score": 5,
          "maxScore": 6,
          "status": "pass"
        },
        {
          "ethosId": "disruption-thesis",
          "score": 4,
          "maxScore": 5,
          "status": "pass"
        }
      ]
    },
    {
      "ticker": "STZ",
      "action": "reduced",
      "reviewStatus": "warn",
      "weightPct": 0.04,
      "summary": "Berkshire Hathaway reduced Constellation Brands (STZ) by 12,367,110 shares. Current 13F weight is 0.04%. SignalPack scores this change through selected ethos lenses before any handoff.",
      "convictionSignals": [
        "Berkshire Hathaway reduced 12,367,110 shares",
        "Current 13F weight 0.04%",
        "Market-value change -$1.7B"
      ],
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "ethosScores": [
        {
          "ethosId": "intelligent-investor",
          "score": 1,
          "maxScore": 7,
          "status": "fail"
        },
        {
          "ethosId": "moat-builder",
          "score": 0,
          "maxScore": 6,
          "status": "fail"
        },
        {
          "ethosId": "disruption-thesis",
          "score": 0,
          "maxScore": 5,
          "status": "fail"
        }
      ]
    },
    {
      "ticker": "UNH",
      "action": "exited",
      "reviewStatus": "warn",
      "weightPct": 0,
      "summary": "Berkshire Hathaway exited UnitedHealth Group (UNH) by 5,039,564 shares. Current 13F weight is 0%. SignalPack scores this change through selected ethos lenses before any handoff.",
      "convictionSignals": [
        "Berkshire Hathaway exited 5,039,564 shares",
        "Current 13F weight 0%",
        "Market-value change -$1.7B"
      ],
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "ethosScores": [
        {
          "ethosId": "intelligent-investor",
          "score": 3,
          "maxScore": 7,
          "status": "warn"
        },
        {
          "ethosId": "moat-builder",
          "score": 4,
          "maxScore": 6,
          "status": "warn"
        },
        {
          "ethosId": "disruption-thesis",
          "score": 0,
          "maxScore": 5,
          "status": "fail"
        }
      ]
    }
  ],
  "ethos": [
    {
      "id": "intelligent-investor",
      "status": "fail",
      "summary": "0 pass, 19 warn, 10 fail across 29 scored changes."
    },
    {
      "id": "moat-builder",
      "status": "fail",
      "summary": "5 pass, 7 warn, 17 fail across 29 scored changes."
    },
    {
      "id": "disruption-thesis",
      "status": "fail",
      "summary": "5 pass, 0 warn, 24 fail across 29 scored changes."
    }
  ],
  "policy": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "status": "warn",
    "checks": [
      {
        "id": "execution-disabled",
        "label": "Execution",
        "status": "pass",
        "message": "SignalPack does not execute trades or connect to broker accounts."
      },
      {
        "id": "human-approval-required",
        "label": "Human approval",
        "status": "pass",
        "message": "Any downstream order draft must be approved outside SignalPack."
      },
      {
        "id": "max-position-weight",
        "label": "Max position",
        "status": "pass",
        "message": "No surfaced position exceeds the 12% policy cap."
      },
      {
        "id": "source-coverage",
        "label": "Source coverage",
        "status": "pass",
        "message": "Every surfaced change has at least one source record."
      },
      {
        "id": "ethos-failure-count",
        "label": "Ethos failures",
        "status": "warn",
        "message": "CVX, STZ, FWONK, LLYVK, M, LILA, LILAK, BATRK fails more than 2 selected ethos lenses."
      }
    ],
    "blockedReasons": []
  },
  "handoff": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "nextAgentAction": "prepare_review_brief"
  }
}

{
  "id": "13f-copycat-berkshire-hathaway-2026-03-31",
  "pack": "13f-copycat",
  "version": "berkshire-hathaway-2026-03-31-v0.1",
  "asOf": "2026-05-15",
  "sourceSummary": {
    "sourceType": "SEC_13F",
    "sample": false,
    "description": "Berkshire Hathaway latest 13F changes converted into a read-only SignalPack artifact with provider-backed identity and fundamentals context.",
    "filingCount": 2,
    "sourceUrls": [
      "https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/53405.xml",
      "https://www.sec.gov/Archives/edgar/data/1067983/000119312526054580/50240.xml"
    ],
    "freshnessNotes": [
      "Latest filing date: 2026-05-15",
      "Report quarter/date: 2026-03-31",
      "13F filings can lag quarter-end by up to 45 days."
    ],
    "limitations": [
      "Read-only research artifact. No execution, custody, or personalized advice.",
      "CUSIP-to-ticker mapping currently uses fixture provider data.",
      "Fundamental context combines SEC Company Facts financial metrics with fixture thematic/valuation fields for demo scoring (sec-company-facts-v0.1:28, fixture-fundamentals-v0.2:29).",
      "All selected raw change candidates mapped to tickers."
    ]
  },
  "inputs": [
    {
      "id": "0001193125-26-226661",
      "type": "13F-HR",
      "cik": "1067983",
      "managerName": "Berkshire Hathaway",
      "accessionNumber": "0001193125-26-226661",
      "filedAt": "2026-05-15",
      "reportQuarter": "2026-03-31",
      "sourceUrl": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/53405.xml"
    },
    {
      "id": "0001193125-26-054580",
      "type": "13F-HR",
      "cik": "1067983",
      "managerName": "Berkshire Hathaway",
      "accessionNumber": "0001193125-26-054580",
      "filedAt": "2026-02-17",
      "reportQuarter": "2025-12-31",
      "sourceUrl": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526054580/50240.xml"
    }
  ],
  "changes": [
    {
      "ticker": "GOOGL",
      "issuerName": "Alphabet Class A",
      "action": "added",
      "currentWeightPct": 5.93,
      "previousWeightPct": 2.04,
      "weightChangePct": 3.89,
      "currentMarketValueUsd": 15600071913,
      "previousMarketValueUsd": 5585842446,
      "filerCount": 1,
      "convictionSignals": [
        "Berkshire Hathaway added 36,403,656 shares",
        "Current 13F weight 5.93%",
        "Market-value change $10.0B"
      ],
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "reviewStatus": "candidate",
      "summary": "Berkshire Hathaway added Alphabet Class A (GOOGL) by 36,403,656 shares. Current 13F weight is 5.93%. SignalPack scores this change through selected ethos lenses before any handoff."
    },
    {
      "ticker": "BAC",
      "issuerName": "Bank of America",
      "action": "reduced",
      "currentWeightPct": 9.52,
      "previousWeightPct": 10.38,
      "weightChangePct": -0.86,
      "currentMarketValueUsd": 25039178044,
      "previousMarketValueUsd": 28451276370,
      "filerCount": 1,
      "convictionSignals": [
        "Berkshire Hathaway reduced 3,671,769 shares",
        "Current 13F weight 9.52%",
        "Market-value change -$3.4B"
      ],
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "reviewStatus": "warn",
      "summary": "Berkshire Hathaway reduced Bank of America (BAC) by 3,671,769 shares. Current 13F weight is 9.52%. SignalPack scores this change through selected ethos lenses before any handoff."
    },
    {
      "ticker": "V",
      "issuerName": "Visa",
      "action": "exited",
      "currentWeightPct": 0,
      "previousWeightPct": 1.06,
      "weightChangePct": -1.06,
      "currentMarketValueUsd": 0,
      "previousMarketValueUsd": 2910002197,
      "filerCount": 1,
      "convictionSignals": [
        "Berkshire Hathaway exited 8,297,460 shares",
        "Current 13F weight 0%",
        "Market-value change -$2.9B"
      ],
      "sourceIds": [
        "0001193125-26-226661",
        "0001193125-26-054580"
      ],
      "reviewStatus": "warn",
      "summary": "Berkshire Hathaway exited Visa (V) by 8,297,460 shares. Current 13F weight is 0%. SignalPack scores this change through selected ethos lenses before any handoff."
    }
  ],
  "ethosScores": [
    {
      "ticker": "GOOGL",
      "ethosId": "intelligent-investor",
      "score": 3,
      "maxScore": 7,
      "status": "warn",
      "confidenceLabel": "medium",
      "passReasons": [
        "Large enough for Graham-style review",
        "Balance sheet passes the current-ratio check",
        "Positive earnings history is long enough"
      ],
      "warnReasons": [
        "Dividend record is shorter than the Graham threshold",
        "Long-term EPS growth is below the target"
      ],
      "failReasons": [
        "Valuation is too expensive for this lens",
        "No meaningful margin of safety"
      ],
      "missingData": []
    },
    {
      "ticker": "GOOGL",
      "ethosId": "moat-builder",
      "score": 6,
      "maxScore": 6,
      "status": "pass",
      "confidenceLabel": "high",
      "passReasons": [
        "ROIC supports a quality-business thesis",
        "Durable moat signal is strong",
        "Owner earnings growth supports compounding",
        "Leverage is acceptable for this lens",
        "Management quality clears the lens",
        "Filer behavior suggests real conviction"
      ],
      "warnReasons": [],
      "failReasons": [],
      "missingData": []
    },
    {
      "ticker": "GOOGL",
      "ethosId": "disruption-thesis",
      "score": 5,
      "maxScore": 5,
      "status": "pass",
      "confidenceLabel": "high",
      "passReasons": [
        "Position maps to a disruptive platform",
        "TAM expansion signal is strong",
        "Revenue growth supports the disruption lens",
        "Platform dynamics are strong",
        "Network effects or cross-sector convergence are visible"
      ],
      "warnReasons": [],
      "failReasons": [],
      "missingData": []
    },
    {
      "ticker": "BAC",
      "ethosId": "intelligent-investor",
      "score": 4,
      "maxScore": 7,
      "status": "warn",
      "confidenceLabel": "medium",
      "passReasons": [
        "Large enough for Graham-style review",
        "Positive earnings history is long enough",
        "Long-term EPS growth clears the Graham check",
        "Valuation is within the Graham discipline band"
      ],
      "warnReasons": [
        "Current ratio is below the conservative threshold",
        "Dividend record is shorter than the Graham threshold"
      ],
      "failReasons": [
        "No meaningful margin of safety"
      ],
      "missingData": []
    },
    {
      "ticker": "BAC",
      "ethosId": "moat-builder",
      "score": 0,
      "maxScore": 6,
      "status": "fail",
      "confidenceLabel": "low",
      "passReasons": [],
      "warnReasons": [
        "ROIC is below the preferred quality threshold",
        "Moat signal is not yet convincing",
        "Owner earnings growth is modest",
        "Management quality is not a clear positive",
        "13F change is not a strong conviction signal"
      ],
      "failReasons": [
        "Leverage is too high for a quality-first thesis"
      ],
      "missingData": []
    },
    {
      "ticker": "BAC",
      "ethosId": "disruption-thesis",
      "score": 0,
      "maxScore": 5,
      "status": "fail",
      "confidenceLabel": "low",
      "passReasons": [],
      "warnReasons": [
        "TAM expansion is not a clear positive",
        "Revenue growth is below the preferred threshold",
        "Platform dynamics are not yet strong enough",
        "Network/convergence signal is weak"
      ],
      "failReasons": [
        "No clear disruptive-platform mapping"
      ],
      "missingData": []
    }
  ],
  "policy": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "status": "warn",
    "checks": [
      {
        "id": "execution-disabled",
        "label": "Execution",
        "status": "pass",
        "message": "SignalPack does not execute trades or connect to broker accounts."
      },
      {
        "id": "human-approval-required",
        "label": "Human approval",
        "status": "pass",
        "message": "Any downstream order draft must be approved outside SignalPack."
      },
      {
        "id": "max-position-weight",
        "label": "Max position",
        "status": "pass",
        "message": "No surfaced position exceeds the 12% policy cap."
      },
      {
        "id": "source-coverage",
        "label": "Source coverage",
        "status": "pass",
        "message": "Every surfaced change has at least one source record."
      },
      {
        "id": "ethos-failure-count",
        "label": "Ethos failures",
        "status": "warn",
        "message": "CVX, STZ, FWONK, LLYVK, M, LILA, LILAK, BATRK fails more than 2 selected ethos lenses."
      }
    ],
    "blockedReasons": []
  }
}