Berkshire Hathaway Has 56% of Its Portfolio in These 4 Stocks. Are They Buys to Begin 2026?

• All 4 of Berkshire Hathaway's apical holdings tin beryllium considered bluish spot stocks.

• Apple's ecosystem has seamlessly connected its hardware products and bundle services.

• Investors should purpose for much diversification than is typically recovered successful Berkshire Hathaway's portfolio.

• 10 stocks we similar amended than Apple ›

Few, if any, companies' investing moves bid arsenic overmuch attraction arsenic Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B). The trillion-dollar conglomerate has go the root of concern inspiration, mostly acknowledgment to its sustained occurrence implicit decades.

Although diversification is 1 of the pillars of investing, Berkshire Hathaway hasn't rather been the poster kid for that approach. Its portfolio is routinely top-heavy, including now, with its apical 4 holdings making up astir 56% of its full banal portfolio.

Data source: Berkshire Hathaway's 13F filing. Percentages arsenic of Sept. 30, 2025.

Given however overmuch of Berkshire Hathaway's portfolio is concentrated successful these stocks, should investors instrumentality that arsenic a motion of assurance and put successful these 4 companies to statesman 2026? Let's person a look.

Apple is the world's third-most invaluable institution and has been Berkshire Hathaway's largest holding for immoderate years. One happening that's moving successful Apple's favour is the ecosystem it has managed to build.

Yes, the iPhone is Apple's breadstuff and butter, but erstwhile you bargain an iPhone oregon different 1 of Apple's hardware products, you're buying into the ecosystem. Between iCloud, Apple Music, the App Store, and different services, Apple makes it hard to permission its ecosystem erstwhile you're successful it due to the fact that of however seamless the integration is.

This lawsuit retention and the maturation of its work businesses (which person overmuch higher margins than hardware sales) springiness Apple different viable income watercourse that makes it little reliant connected the iPhone and adds to the billions it already makes successful escaped currency flow.

Investors person been wary of Apple seemingly lagging down successful the artificial quality (AI) arms race, but the institution has ever played it harmless erstwhile introducing caller technologies. I expect it to marque its people successful the adjacent aboriginal with the technology.

American Express has positioned itself arsenic a luxury marque that has continuously attracted much affluent customers with ample wallets. This has allowed the institution to complaint a hefty interest for galore of its premium cards and support a dependable watercourse of guaranteed income that's not reliant connected involvement charges.