Greg Abel’s AI Investment Strategy: 34.7% of Berkshire Hathaway’s Portfolio in Two Key Stocks

Key Points

• Berkshire Hathaway maintains its core investing philosophy under CEO Greg Abel.

• The company heavily invests in Apple and Alphabet, which together account for 34.7% of its portfolio.

In 2026, Berkshire Hathaway appointed Greg Abel as CEO, succeeding Warren Buffett. Despite this leadership change, the company continues to focus on its long-standing investment strategy. Significant holdings include Apple, constituting 22.04% of the portfolio, and Alphabet, at 12.62%. These investments are well-positioned to benefit from ongoing advancements in artificial intelligence (AI).

Berkshire Hathaway significantly increased its stake in Alphabet during the second quarter of 2026, capitalizing on the company’s robust growth, especially in cloud computing and AI applications. As of the end of the second quarter, Alphabet’s cloud division boasted a backlog of $514 billion against a trailing-12-month revenue of $446.31 billion.