Summary:
1. Warren Buffett’s company, Berkshire Hathaway, owns stocks that could be valuable additions to your portfolio.
2. Two Motley Fool contributors believe that Apple and Amazon, part of Berkshire’s portfolio, are great buys.
3. Despite recent underperformance, both Apple and Amazon have strong long-term potential due to their market positions and growth prospects.
Article:
Warren Buffett, the CEO of Berkshire Hathaway, has guided the investment conglomerate to become one of the world’s most valuable companies, with a market capitalization exceeding $1 trillion. Given Berkshire’s success, investors closely watch its stock holdings and strategies. Two Motley Fool contributors highlight Apple and Amazon as standout picks from Berkshire’s portfolio.
Apple, despite Buffett selling some shares, remains a top holding in Berkshire’s portfolio. The tech giant’s loyal customer base, wide range of products, and sticky ecosystem make it a compelling investment. Although recent AI initiatives have not met expectations, Apple’s latest launches, including the iPhone Air and new AirPods, showcase its innovative edge. With the stock down 10% this year, it presents a buying opportunity for long-term investors.
Amazon, another Berkshire holding, has underperformed in 2025 but offers strong long-term potential. The e-commerce and cloud computing giant faces challenges from supply chain disruptions and inflation but remains a robust business. With a focus on AI and robotics, Amazon is poised for significant growth in the coming years. Trading at a growth-dependent valuation, the stock presents an opportunity for investors looking to capitalize on tech trends.
In conclusion, Apple and Amazon, part of Berkshire Hathaway’s portfolio, stand out as attractive investments for their market positions and growth prospects. Despite recent struggles, both companies have the potential to deliver long-term value for investors.