Greg Abel Concentrates Berkshire Hathaway’s $360 Billion Portfolio in Top 10 Stocks
Warren Buffett retired as CEO of Berkshire Hathaway on Dec. 31, passing the leadership to Greg Abel, who now oversees its day-to-day operations and a $360 billion investment portfolio. In his first quarter at the helm, Abel reduced the number of holdings by eliminating 16 positions from the portfolio. Despite this change in management, Berkshire's strategy remains highly concentrated: nearly 82% (or about $294 billion) is invested across just ten stocks. These include Apple as its largest holding with a stake worth over $73 billion and Alphabet at around $35.78 billion combined for both share classes. Notably, Abel has increased Berkshire's exposure to tech companies like Alphabet compared to Buffett’s tenure. Financials remain significant within the portfolio too—American Express, Bank of America, Moody's, and Chubb collectively account for nearly 29% of invested assets.
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Topics: Berkshire Hathaway Greg Abel Portfolio changes Warren Buffett retirement