Nearly 66% of Warren Buffett’s Portfolio Is Invested in These 5 Stocks as 2025 Begins

Like American Express, Coca-Cola was one of the stocks highlighted by Buffett in his two most recent letters to Berkshire Hathaway shareholders. It is also Buffett’s longest tenure. As he wrote to Berkshire shareholders last year, “When you find a really great business, stick with it.”

Chevron (NYSE: CVX) comes in at No. 5 on the list of Buffett’s biggest jobs. Berkshire owns over 118.6 million shares of the oil and gas giant worth about $17.4 million with its stake in Chevron accounting for 5.9% of the total portfolio.

Buffett first started a job at Chevron in late 2020. Since then he has switched between selling and buying shares of the energy giant. Most recently, the legendary investor sold shares of Chevron in the second quarter of 2024.

Which of these top Buffett stocks is the best pick? I think all of them should deliver positive long-term returns, especially including dividends. However, two of them stand out, in my opinion.

No one knows for sure how any stock will perform over the next 12 months. My guess, however, is that Bank of America could be the biggest star in this group. The stock is attractively valued with a forward price-to-earnings multiple below 12. The chances of deregulation being implemented by the Trump administration that helps the financial services sector seem pretty good.

If we look out over the next decade and beyond, I think Apple could generate the biggest returns. I fully expect artificial intelligence (AI) and augmented reality (AR) to provide significant tailwinds for the company in the future. Buffett’s biggest holding is probably one of his biggest long-term winners.

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American Express is an advertising partner of Motley Fool Money. Bank of America is an advertising partner of Motley Fool Money. Keith Speights he has positions at Apple, Berkshire Hathaway, and Chevron. The Motley Fool has positions and recommends Apple, Bank of America, Berkshire Hathaway, and Chevron. The Motley Fool has a disclosure policy.

Almost 66% of Warren Buffett’s Portfolio Is Invested in These 5 Stocks as 2025 Begins originally published by The Motley Fool