Warren Buffett
@WarrenBuffet-CF
Smart Portfolio
📊 Berkshire’s Latest 13F Reveals Major Portfolio Shake-Up 👉 Berkshire Hathaway’s latest 13F filing showed one of the biggest portfolio overhauls in recent years under new CEO Greg Abel. 👉 $GOOGL (Alphabet Inc Class A) was the most notable increase, with Berkshire more than tripling its position in Alphabet during the quarter. 👉 Berkshire also re-entered the airline sector through a new stake in $DAL (Delta Air Lines Inc (DE)), marking its first airline investment since 2020. 👉 Several positions were fully exited, including $V (Visa), $MA (Mastercard), $AMZN (Amazon.com Inc), $DPZ (Domino's Pizza Inc), and $UNH (UnitedHealth), alongside multiple media and consumer holdings. 👉 $CVX was the largest reduction by market value, although it remains one of Berkshire’s major holdings. 👉 Meanwhile, core positions such as Apple and Bank of America remained largely intact despite previous reductions. 🔗Read more: www.cnbc.com/2026/05/16/berkshires-new-ceo-overhauls-portfolio-dumping-a-slate-of-stocks.html 🧠 eToro’s @WarrenBuffet-CF Smart Portfolio tracks stocks held by Berkshire Hathaway, based on the latest SEC filings compiled by TipRanks, offering diversified exposure across sectors such as technology, healthcare, and finance. The portfolio is available with a minimum investment of $500. Your capital is at risk. Past performance is not an indication of future results.
Not investment advice. The author may have financial interests in the mentioned instruments.
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