New Berkshire Hathaway CEO Greg Abel keeps 82% of the firm's $360 billion portfolio in 10 superstar stocks, blending traditional financial holdings with aggressive new bets on AI-driven tech.
Berkshire's largest holding under new CEO Greg Abel, signaling sustained confidence in Apple's long-term value.
American Express remains a core indefinite holding for Berkshire, benefiting from economic expansions.
Abel aggressively added Alphabet shares, betting on Google Cloud's AI-driven growth and search dominance.
A forever holding since 1988, Coca-Cola provides consistent dividends and global consumer exposure.
Bank of America benefits from economic expansions and continues as a top financial position under Abel.
Chevron remains a significant energy holding, providing steady cash flows and dividends for Berkshire.
Occidental Petroleum is one of Buffett's indefinite holdings, with strong potential from carbon capture and oil assets.
Moody's is a concentrated financial holding for Berkshire, benefiting from its credit rating franchise and economic cycles.
Chubb is a core insurance holding, aligning with Berkshire's long-term investment in financial services.
Mitsubishi is one of Berkshire's five Japanese trading houses, viewed as a forever holding for its diversification and growth.
Following Warren Buffett's retirement, new CEO Greg Abel has maintained a strategy of high portfolio concentration. Abel currently holds 82% of Berkshire Hathaway's $360 billion portfolio in just 10 core stocks, signaling a continued commitment to Buffett's long-term investment philosophy while expanding into new tech-driven growth areas like Alphabet.
While Abel continues the tradition of portfolio concentration and long-term holding, he has shown a greater willingness to aggressively pivot into technology stocks, specifically Alphabet, to capitalize on AI-driven growth.