Warren Buffett's Successor, Greg Abel, Has Inherited a $318 Billion Portfolio That Has 61% of Invested Assets in These 5 Unstoppable Stocks

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n=e.getConfig();"smartphone"===n.device&&("finance"===n.property&&"crunch"===n.ytheme&&e.addElementListener(t.searchInput,"click",(function(){var n,o;n="search_input_focus_click",null!==(o=re())&&(oe[n]||(oe[n]=o)),e.addElementListener(t.searchForm,"click",(function(){if(t.ybar){if(t.ybar.classList.contains("ybar-searchbox-assist-fullscreen"))return;t.ybar.classList.add("ybar-searchbox-assist-fullscreen"),t.ybar.classList.add("ybar-searchbox-assist-fadein")}if(!document.documentElement.classList.contains("ybar-overlay")){document.documentElement.classList.toggle("ybar-overlay"),document.body.classList.add("ybar-overlay-noscroll");te("ybar","websrch","",{elm:"expand",subsec:"searchbox",itc:"1"})}}))})),e.addElementListener(t.searchBoxPlaceholder,"click",(function(){zt(e,t)})),e.addElementListener(t.searchBoxPlaceholder,"keydown",(function(n){var 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A 13F filing details which stocks Wall Street's prominent money managers bought and sold in the latest quarter (in this case, the fourth quarter).For decades, Berkshire Hathaway's (NYSE: BRKA)(NYSE: BRKB) 13Fs have been among the most anticipated on Wall Street. But with Warren Buffett retiring, effective Dec. 31, Berkshire's $318 billion investment portfolio is now Greg Abel's responsibility.Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »Warren Buffett retired as Berkshire Hathaway CEO at the end of 2025. Image source: The Motley Fool.Based on Berkshire's fourth-quarter 13F filing, the Oracle of Omaha left his successor with a highly concentrated portfolio. Nearly 61% of invested assets can be traced back to just five unstoppable stocks (percentages as of Feb. 24, 2026):Apple (NASDAQ: AAPL): 19.5% of invested assetsAmerican Express (NYSE: AXP): 15.3% of invested assetsCoca-Cola (NYSE: KO): 10.1% of invested assetsBank of America (NYSE: BAC): 8.2% of invested assetsChevron (NYSE: CVX): 7.6% of invested assetsWhen Berkshire's now-retired billionaire boss penned his 2023 letter to shareholders, he highlighted eight companies he viewed as indefinite holdings, Coca-Cola and American Express among them. Coca-Cola and Amex have been continuous holdings in Berkshire's investment portfolio since 1988 and 1991, respectively.Aside from exceptional brand recognition, both companies are paying a mouthwatering yield on cost to Berkshire Hathaway. With respective cost bases of around $3.25 for Coca-Cola and $8.49 for Amex, the company Greg Abel now oversees is raking in annual yields of 63% (Coca-Cola) and 39% (Amex), relative to cost. There's no logical incentive to sell these stocks.Although Abel will bring his own unique investment approach to the table, one trait he and his predecessor shared was an unwavering desire to get a good deal. While Buffett, in hindsight, made astute investments in Apple and Bank of America, neither is the bargain they once were.Though Apple possesses a loyal customer base and has the most impressive share buyback program among publicly traded companies -- over $841 billion in stock repurchased since 2013 -- its trailing 12-month price-to-earnings (P/E) ratio has practically tripled from Buffett's initial purchase of shares in the first quarter of 2016. Years of weakness in Apple's physical device sales make its current P/E ratio of 34 arguably expensive.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,878.88 -29.98 (-0.43%)Dow 3048,977.92 -521.28 (-1.05%)Nasdaq22,668.21 -210.17 (-0.92%)Russell 20002,632.36 -44.93 (-1.68%)VIX19.86 +1.23 (+6.60%)Gold5,247.90 +53.70 (+1.03%)Trending tickersBTC-USD Bitcoin USD 63,844.68 -2,288.87 (-3.46%)GC=F Gold Apr 26 5,247.90 +53.70 (+1.03%)ETH-USD Ethereum USD 1,863.37 -99.30 (-5.06%)CL=F Crude Oil Apr 26 67.02 +1.81 (+2.78%)XRP-USD XRP USD 1.29 -0.09 (-6.36%)PortfolioSign in to access your portfolioSign inTop gainersAAOI Applied Optoelectronics, Inc. 84.23 +30.54 (+56.88%)BWIN The Baldwin Insurance Group, Inc. 23.23 +4.74 (+25.64%)FIGS FIGS, Inc. 15.45 +2.98 (+23.90%)DELL Dell Technologies Inc. 148.08 +26.63 (+21.93%)PSKY Paramount Skydance Corporation 13.51 +2.33 (+20.84%)Top losersRUN Sunrun Inc. 13.25 -7.17 (-35.11%)FIGR Figure Technology Solutions, Inc. 25.28 -8.76 (-25.73%)CRWV CoreWeave, Inc. 79.56 -18.07 (-18.51%)ACA Arcosa, Inc. 107.48 -20.02 (-15.70%)TPC Tutor Perini Corporation 75.37 -14.01 (-15.67%)Most activeNVDA NVIDIA Corporation 177.19 -7.70 (-4.16%)NFLX Netflix, Inc. 96.24 +11.63 (+13.75%)SOFI SoFi Technologies, Inc. 17.76 -1.34 (-7.02%)PLUG Plug Power Inc. 1.7900 -0.1200 (-6.28%)NU Nu Holdings Ltd. 14.98 -0.08 (-0.53%)Top economic eventsEarnings eventsMy earnings eventsEarnings events