Greg Abel Concentrates Berkshire Hathaway's $360 Billion Portfolio in Five Top Holdings
Berkshire Hathaway’s new CEO, Greg Abel, has maintained a concentrated investment strategy by allocating 63% of the company’s $360 billion portfolio to five top stocks. These include Apple ($72.87 billion), American Express ($50.52 billion), Alphabet (combined classes: $36.63 billion), Coca-Cola ($35.86 billion), and Bank of America ($30.13 billion). This concentration reflects a shift toward technology, with Apple and Alphabet alone accounting for over 30% of invested assets. Since taking the helm in January, Abel has significantly increased Berkshire’s stake in Alphabet by more than tripling it within two quarters. The move aligns with Google Cloud's rapid growth driven by AI integration. Meanwhile, Coca-Cola and American Express remain long-term holdings due to their low cost bases and high yield on investment. Berkshire continues to refine its portfolio under Abel’s leadership while maintaining key positions that have historically provided strong returns.
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Topics: Berkshire Hathaway Greg Abel Investment Portfolio Warren Buffett