Greg Abel’s Bold Strategy: 63% of Berkshire Hathaway’s $355 Billion Portfolio Concentrated in 5 Key Stocks

Berkshire Hathaway’s Strategy Under Greg Abel

Following Warren Buffett’s retirement as CEO of Berkshire Hathaway on December 31, 2025, Greg Abel has taken charge of the company’s operations, including a $355 billion investment portfolio. In a push for portfolio concentration, 63% of the portfolio, equivalent to $222.3 billion, is currently invested in just five major stocks: Apple ($70.88 billion), American Express ($52.91 billion), Coca-Cola ($34.73 billion), Bank of America ($32.49 billion), and Alphabet ($31.28 billion).

Abel has already made significant changes, selling 16 stocks and reducing six others in the March-ended quarter. While legacy holdings like American Express and Coca-Cola remain core positions, Bank of America has been notably reduced by 50% since mid-2024, highlighting potential shifts in strategy as Abel embraces more technology investments, contrasting Buffett’s traditional approach.