From Nasdaq: 2025-06-03 05:30:00

Warren Buffett, renowned investor, shares insights in annual letters to Berkshire Hathaway shareholders and at meetings. Investors can also learn from SEC filings on Berkshire’s portfolio changes. Buffett’s portfolio is worth $281 billion, with Apple, American Express, and Coca-Cola being top holdings.

Buffett’s current portfolio includes Apple, comprising 22% of the total, with a strong competitive moat from the iPhone. Apple’s services segment, with a $100 billion annual run rate, contributes significantly to revenue growth. However, potential risks include tariffs and AI competition. Despite recent stock price fluctuations, Apple holds promise for future growth.

American Express, with 16% of Buffett’s portfolio, benefits from operating as both card issuer and payments network. By targeting affluent households, Amex has increased net card fees and interest income. Amex’s focus on high-income customers may provide insulation from economic downturns, making it a solid investment.

Coca-Cola, accounting for 10% of Buffett’s holdings, boasts a strong global brand and efficient supply chains. With revenue growth and dividend payouts, Coke stands out in a competitive market. Despite trade dynamics, Coca-Cola’s relative strength and premium stock price present an attractive investment opportunity.

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Read more at Nasdaq: Warren Buffett Has 48% of His $281 Billion Portfolio Invested in 3 Exceptional Stocks