Greg Abel, Warren Buffett’s Successor, Allocates Over 50% of Berkshire Hathaway’s Portfolio to Three Key Stocks

Core News Facts

Berkshire Hathaway, under CEO Greg Abel, continues to hold significant positions in Apple, American Express, and Alphabet, which together represent over 52% of its equity portfolio. Apple is the largest position, accounting for approximately 22%, while American Express and Alphabet represent over 17% and nearly 13%, respectively.

Apple’s renowned products create a compounding business model thanks to loyal consumers and high-margin services. Meanwhile, American Express focuses on affluent customers, leveraging its closed-loop network to capture revenue on both sides of the transaction. Alphabet, driven by advancements in AI and cloud computing, capitalizes on its dominant market share in search and advertising.

As of now, Berkshire’s investments reflect a strategy centered on businesses with strong growth potential and robust competitive advantages.