Berkshire Hathaway (BRK.B) released its latest 13F filing, which gives investors a first look at how CEO Greg Abel is changing the company’s massive stock portfolio after taking over from billionaire investor Warren Buffett. The filing shows a big shake‑up. Berkshire fully exited 16 positions, which is about one‑third of the whole portfolio, including well‑known names such as Amazon (AMZN), Domino’s Pizza (DPZ), Visa (V), Mastercard (MA), and UnitedHealth Group (UNH).
Claim 55% Off TipRanks
Forget margin or options. Here's how the pros trade AMZNThis reflects a shift from Buffett’s long‑time “buy and hold” style. Abel seems focused on cutting lower‑conviction names and putting more money into areas where he sees stronger long‑term value.
Overall, the value of the 13F stock portfolio fell from $274.2 billion to $263.1 billion, and the number of stock positions dropped from 42 to 29.
A Big Bet on Alphabet
One big move in the filing is Berkshire’s much larger stake in Alphabet (GOOGL). Abel more than tripled the holding, turning it into a major $23 billion position. The move shows Abel’s strong belief in Alphabet’s long‑term strength in search, cloud, and AI markets.
Besides GOOGL stock, Berkshire opened new stakes in Delta Air Lines (DAL), buying about 39.8 million shares. Also, the company bought a smaller position of roughly 3 million shares of Macy’s (M).
Overall, the portfolio is still very concentrated, with the top five holdings making up more than 70% of all equity assets. Apple (AAPL) remains the largest position at about 228 million shares. The other major holdings are American Express (AXP), Coca‑Cola (KO), Bank of America (BAC), and Chevron (CVX).
The First True “Abel Portfolio”
This is the first 13F that clearly reflects Abel’s leadership. Buffett retired as CEO on December 31, 2025, though he remains chairman. Abel now controls the investment portfolio and is pushing it to a more active style.
The filing shows large exits from long‑held positions and a shift toward high‑conviction tech and infrastructure names. With Abel now fully in charge, Berkshire’s portfolio is entering a new phase. Buffett himself has praised Abel’s judgment, calling him the right person to manage Berkshire’s capital in the years ahead.
Is Berkshire Hathaway B Stock a Good Buy?
On Wall Street, Berkshire Hathaway’s shares currently hold a Moderate Buy consensus rating based on one Buy and one Hold issued over the past three months. Moreover, the average BRK.B price target of $535.00 indicates about 10.83% upside.
