If you were expecting Berkshire Hathaway's investment portfolio to dramatically change when the Oracle of Omaha stepped down from his longtime CEO post, you were likely disappointed.
Warren Buffett's timeless investing portfolio is just as valid today as it was when he began his 60-year run leading Berkshire Hathaway. And the Nebraska-based conglomerate, now headed by Buffett's hand-picked successor, Greg Abel, will likely continue to invest in companies that fit the Buffett mold -- strong management, consistent earnings, a leading position in its field, and a solid economic moat.
Berkshire's portfolio is currently valued at more than $300 billion. And if you're looking for great companies in which to invest, Buffett's team gives you a great place to start.
Let's look at three that stand out today. Use fractional shares to invest $100 into each for a great Buffett-style beginner's portfolio.
Image source: The Motley Fool.
Apple
Berkshire Hathaway currently owns 227.9 million shares of Apple (AAPL 2.10%) stock -- a huge number that accounts for 19.3% of the company's total investment portfolio. But it used to be a lot larger. In late 2023, Berkshire held 906 million shares of Apple stock.
NASDAQ: AAPL
Key Data Points
While some people may see the sale as a sign that Buffett's team is losing confidence in Apple, I see it more along the lines of a strategic repositioning -- you never want your investment portfolio to be unbalanced.
And the smartphone maker is continuing to be a big winner. Revenue in the first quarter of 2026 (ended Dec. 27, 2025) was $143.8 billion, up 16% from a year ago. Apple now has more than 2.5 billion active devices in circulation, including smartphones, tablets, computers, and wearable devices.
Kroger
If you're looking for a company with a strong competitive position, Kroger (KR +4.43%) is one that definitely comes to mind. The Cincinnati-based grocery store chain has the second-biggest market share in the U.S. at about 9%, trailing only Walmart's 21%.
NYSE: KR
Key Data Points
Kroger has more than 2,700 locations across the country, as well as more than 2,200 in-store pharmacies to serve about 11 million people every day. The company operates under numerous names, including Kroger, Pay-Less Super Markets, Ralphs, Dillons, Fred Meyer, and more.
I like Kroger -- and grocery stores in general -- as a defensive play when people get worried about the economy. Consumers will cut back on vacations and discretionary purchases, but they'll still buy food. And Kroger has several dozen private-label food products that are cheaper than name-brand goods, which gives Kroger a good opportunity to capture sales to customers looking to trim their budgets. Berkshire owns 50 million shares of Kroger stock.
Kroger also has a dividend yield of 2% and has raised its payout annually for 20 years.
Bank of America
Under Buffett, Berkshire Hathaway has been a very active investor in financial stocks -- it owns positions in Visa, Mastercard, and American Express and has significant positions in several insurance companies. However, it's clear that under Buffett, the favored bank stock is Bank of America (BAC 3.23%), of which Berkshire owns more than 517 million shares.
The North Carolina–based bank is the second largest in the U.S., trailing only JPMorgan Chase. Bank of America maintains more than 3,900 locations and a massive network of 15,000 ATMs.
NYSE: BAC
Key Data Points
Bank of America saw revenue of $113.1 billion in 2025, up 7% year over year, with net income of $30.5 billion, which was up 13% from 2024.
On top of that, Bank of America offers a dividend yield of 2% and has raised its dividend every year for the last 12 years.
