Warren Buffett’s company owns these stocks, and they could be great additions to your portfolio.
Berkshire Hathaway CEO Warren Buffett helped turn the investment conglomerate into one of the world’s most valuable companies. With a market capitalization of approximately $1.08 trillion as of this writing, Berkshire ranks as the world’s 11th-biggest business (at the time of this writing).
Given Berkshire’s incredible success, it’s little wonder that many investors pay close attention to the company’s stock holdings and strategies. Read on to see why two Motley Fool contributors think that these Berkshire Hathaway portfolio components stand out as great buys right now.
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One of Buffett’s favorites
Jennifer Saibil (Apple): Warren Buffett has been selling Apple (AAPL 0.28%) stock left and right, so I might be going against the grain to say that Apple is one of his best stocks to buy today. But Buffett himself is a contrarian investor, so I’m only following in his footsteps.
In any case, Apple is still the largest stock in the portfolio, accounting for more than a fifth of the total, so Buffett hasn’t lost confidence in it at all. He has said he would never sell as long as he’s controlling Berkshire Hathaway, but that time is coming to an end, and investors are already speculating as to whether Greg Abel will keep it in the portfolio.
But many of the same reasons Buffett originally bought it still hold today. Apple has a large and differentiated consumer products business with a sticky ecosystem, and loyal fans purchase an assortment of its devices, which easily connect to each other. Although it’s often labeled as a tech business, which isn’t in Buffett’s wheelhouse, it’s at least as much the kind of consumer products business that he loves. The tech part also gives him exposure to artificial intelligence (AI), which may not be the reason he bought it, but is a reason many other investors might find it exciting.
So far, Apple Intelligence has disappointed investors. Apple hasn’t released AI services that stand out, and it doesn’t have a strong timeline for when it will.
Still, the recent debut of its newest iPhone, the iPhone Air, demonstrates why fans love Apple and rush to buy its latest launches. It’s the thinnest smartphone on the market, and the design appeals to style-conscious users who often wear their devices as statement pieces. Apple just debuted several new launches that will go on sale later this month, including the new iPhone17 that ramps up the quality and capabilities users love and pay up for, and new AirPods that use Apple Intelligence to translate language in real time.
In other words, Apple is still on top of its game, and it isn’t likely that its customers are going anywhere else anytime soon. However, Apple stock fell after the new products were announced, and it’s down 10% this year. The market didn’t seem to think its launches had enough innovation, especially with AI. That makes this a great opportunity to buy on the dip for the long-term investor.
Amazon stock still looks like a great long-term play
Keith Noonan (Amazon): Like Apple, Amazon (AMZN -1.34%) stock has been a high-profile tech-sector underperformer in 2025. The e-commerce and cloud computing giant’s share price is up just 2% across this year’s trading. Meanwhile, the S&P 500 index’s level has risen roughly 15%, and the Nasdaq Composite‘s level has surged approximately 18%.
Also like Apple, Amazon is also part of Berkshire Hathaway’s stock portfolio. Coming in at just 0.7% of Berkshire’s public stock holdings, Amazon occupies a relatively small position in the investment conglomerate’s portfolio — but I think the tech leader stands out as a strong long-term investment at today’s prices.
Trading at roughly 33.5 times this year’s expected earnings, Amazon admittedly still has a growth-dependent valuation. On the other hand, the extent to which the stock has underperformed the broader market in recent years points to an opportunity. For reference, the company’s share price has risen just 43% over the last five years. Meanwhile, the S&P 500 and Nasdaq Composite have both more than doubled across that stretch.
There are some good reasons behind the underperformance. For starters, the company’s e-commerce business faced some substantial headwinds from supply chain disruptions and inflationary trends connected to the pandemic. With the majority of the company’s sales still coming from its e-commerce business, Amazon is also facing some pressures from tariffs.
On the other hand, Amazon remains one of the world’s strongest businesses — and it’s likely in the early stages of capitalizing on AI-related tailwinds that power incredible new growth phases. The growth catalysts that AI can present for the company’s cloud-infrastructure services business seem to be acknowledged but still broadly underappreciated. Meanwhile, the market seems to be largely overlooking the transformative impact that AI and robotics will have on margins for its e-commerce business. With Amazon positioned to benefit from powerful tech trends, the stock looks like a smart buy while it’s still a market laggard.
Jennifer Saibil has positions in Apple. Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Apple, and Berkshire Hathaway. The Motley Fool has a disclosure policy.
