From Nasdaq: 2025-02-21 04:51:00

On Feb. 14, a crucial data dump occurred with the filing of Form 13F by institutional investors managing at least $100 million in assets. This form reveals the stocks bought and sold by Wall Street’s top money managers in the previous quarter, offering valuable insights for investors.

Warren Buffett, CEO of Berkshire Hathaway, remains a highly respected figure in the investing world. His success stems from a focus on value investing, sustainable moats, and strong management teams. Buffett’s concentrated portfolio strategy is evident in Berkshire’s top holdings, with 60% of its $299 billion portfolio invested in just four stocks, including Apple.

Apple remains the largest holding in Buffett’s portfolio, despite selling a significant number of shares. The company’s management team, focus on subscription services, and AI integration make it an intriguing investment option. Apple’s strong capital-return program, highlighted by massive buybacks, has helped boost its EPS, although its stock is considered pricey.

American Express is another key holding for Buffett, offering a unique business model that benefits from both sides of financial transactions. The company’s ability to attract high earners as customers and navigate economic downturns makes it a reliable investment option. Berkshire enjoys a high annual yield on its American Express position.

Bank of America stands out for its strong position in the financial sector, benefiting from economic cycles and interest rate sensitivity. The bank’s ability to generate quality loans and return capital to shareholders makes it an attractive investment. Berkshire’s dividend income from Bank of America is expected to reach $707.4 million in 2025.

Coca-Cola, a staple consumer goods company, has been a long-term investment success for Berkshire. Its predictable sales and cash flow, global operations, and strong marketing strategies make it a resilient investment option. Coca-Cola’s consistent dividend increases have provided Berkshire with a high annual yield on its investment.

Investors looking for opportunities beyond Buffett’s top holdings can explore recommendations from the Motley Fool’s Stock Advisor team. The team identifies promising stocks with the potential for significant returns, offering a blueprint for success in building a well-performing portfolio. Stock Advisor has outperformed the S&P 500 since 2002.



Read more at Nasdaq: 60% of Warren Buffett’s $299 Billion Portfolio at Berkshire Hathaway Is Invested in These 4 Magnificent Stocks