Warren Buffett's Berkshire Hathaway portfolio holds 5 promising stocks, including Amazon, Visa, and Apple. Amazon is a leader in artificial intelligence and cloud infrastructure, while Visa and Mastercard dominate the payment processing market with a duopoly. Berkshire owns significant stakes in all three companies, with Amazon being the largest position. These stocks are worth buying now due to their strong market positions and potential for future growth.
Warren Buffett's departure as CEO of Berkshire Hathaway at the end of 2025 does not diminish the relevance of his stock picks. The company's portfolio includes five promising stocks, among which Amazon, Visa, and Apple stand out. These companies are worth buying now due to their strong market positions and potential for future growth.
Amazon (AMZN)
Amazon is a leader in artificial intelligence (AI) and cloud infrastructure. The company's e-commerce platform incorporates AI to drive efficiencies and profitability. However, it is Amazon Web Services (AWS) that is leading the way. AWS remains the largest cloud infrastructure provider in the world, with a 30% market share. This is nearly as much as the next two competitors combined. AI companies typically do not build out their own compute infrastructure, making AWS a prime beneficiary of higher spending and demand for AI services. As of the last reporting period, Berkshire owns roughly 10 million AMZN shares comprising 0.8% of its publicly traded portfolio [1].
Visa (V)
Visa is a master in network effects, consolidating the payment market. When paying for an item at a store, shoppers want to know that their means of payment will be accepted. Merchants, meanwhile, only want to accept forms of payment that customers want to use. This dynamic naturally consolidates the payment market. Visa has been the largest credit card network in the U.S., with an estimated 57.5% market share. Berkshire owns around 8.3 million shares of Visa, which comprise 1% of its publicly traded portfolio [1].
Mastercard (MA)
Much of what was said about Visa is true for Mastercard. It holds a 37.5% market share for credit cards in the U.S., essentially granting Visa and Mastercard a duopoly. Berkshire owns nearly 4 million shares of Mastercard, equating to a 0.8% portfolio weighting. So Buffett may favor Visa a bit more. But by holding both, Buffett seems to be betting on the business model and market consolidation in general, not on one company over the other. So if you're thinking about buying either Mastercard or Visa, consider following Buffett and buying both [1].
Apple (AAPL)
Apple remains Berkshire's biggest position, despite some sizable stake sales in recent years. Berkshire owns a massive 300 million-share stake worth around $64 billion — more than 16% of Berkshire's total publicly traded portfolio. While you may own an Apple iPhone or computer, it's Apple's software ecosystem that accounts for its large weighting in Berkshire's portfolio. "Once you are fully invested in the [Apple] App ecosystem and you have got your thousands of photographs up in the cloud and you are used to the keystrokes and functionality and where everything is, you become a sticky consumer," one of Buffett's lieutenants, Ted Weschler, said in 2016 [1].
Chubb (CB)
Chubb is one of the least exciting stocks in Berkshire's portfolio. However, it is one of my favorites. Most people have never heard of Chubb, yet it is one of the largest global insurance companies in the world, offering property and casualty insurance, accident and health insurance, reinsurance, and life insurance products. It is a competitive business, but Chubb has maintained industry-leading profit levels for years. Trading at 13.4 times earnings, Chubb is one of the cheapest stocks in Berkshire's portfolio. Berkshire owns nearly 7% of the company, equating to a 2.4% portfolio weighting, and it is a stock to buy now [1].
References:
[1] https://www.fool.com/investing/2025/07/25/warren-buffett-stocks-buy-berkshire-brk/
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