Abel Concentrates Berkshire Portfolio in Top-Performing Stocks

Greg Abel, the new CEO of Berkshire Hathaway, has made significant changes to the company's investment portfolio. Since taking over from Warren Buffett on December 31, 2025, Abel has reduced 16 stocks and cut six other positions.

The portfolio now consists of just five standout stocks, which account for 63% ($222.3 billion) of the $355 billion total. Apple is the largest holding at 20%, followed by American Express (14.9%), Coca-Cola (9.8%), Bank of America (9.1%), and Alphabet (8.8%).

Abel's investment strategy focuses on portfolio concentration, favoring a handful of 'best ideas'. This approach is similar to Buffett's, who also concentrated Berkshire Hathaway's investments in top-performing stocks.

The new CEO has maintained legacy positions, including American Express and Coca-Cola, which have been held since 1991 and 1988 respectively. These companies have generated significant profits due to their low cost bases.