This article looks at the Buffett Stock Portfolio: Top 10 Stock Picks for 2025.
During the Berkshire Hathaway annual meeting on May 3 in Omaha, Warren Buffett announced that he would step down as CEO of the company at the end of 2025 and pass the reins to Vice Chairman Greg Abel, marking the end of an epic 60-year run.
Buffett’s business acumen has been a cornerstone of the conglomerate’s success, as reflected in the stock’s outperformance of the market so far in 2025. As of the close of business on June 19, BRK-B’s shares had gained 7% year-to-date, in contrast to the 1.69% returns of the broad market index.
Buffett cited the physical effects of aging behind his decision to retire. The Oracle of Omaha revealed in an interview last month about instances of occasional loss of balance, declining vision, and issues with remembering people’s names.
“I didn’t really start getting old, for some strange reason, until I was about 90. But when you start getting old, it does become — it’s irreversible.”
Greg Abel is set to take over as Berkshire’s CEO and President on January 1, 2026, while Buffett will continue to remain the company’s chairman. The board’s decision is in line with the 94-year-old’s statement in 2021 about Abel being his likely successor. The billionaire investor reaffirmed his choice during last year’s annual meeting as well.
Buffett continues to call the shots at Berkshire for now. A regulatory filing on May 15 revealed that the company significantly trimmed its exposure to big-bank shares during the first quarter of 2025.
With that said, let’s discuss the top 10 picks from the Buffett stock portfolio.
Our Methodology
For this list, we scanned Warren Buffett/Berkshire Hathaway’s 13F portfolio as of March 31, 2025. From there, we picked the top 10 stocks according to their stake value and ranked them in ascending order.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Buffett Stock Portfolio: Top 10 Stock Picks for 2025
10. DaVita Inc. (NYSE:DVA)
Stake Value as of Q1 2025: $5,375,745,012
DaVita Inc. (NYSE:DVA) is among the Buffett Stock Portfolio: Top 10 Stock Picks for 2025. The company’s shares have had several fluctuations this year, resulting in a year-to-date decline of over 9%.
The stock fell sharply in April after a ransomware attack that encrypted certain elements of DaVita Inc. (NYSE:DVA)’s network and impacted some of the company’s operations, according to a regulatory filing.
Investor sentiment has also been dampened by Buffett’s firm, Berkshire Hathaway, reducing its stake in DaVita Inc. (NYSE:DVA) this year. The billionaire investor first offloaded some shares as part of a pre-planned agreement in February, and then in May before a class action lawsuit against the company.
In May, a union health benefits fund sued top dialysis services providers in the U.S. for allegedly artificially inflating treatment costs for billions of dollars. The class action lawsuit accused DaVita Inc. (NYSE:DVA) and Fresenius Medical Care of colluding in parallel price increases that were higher than those of competitors and not explained by market forces.
DaVita Inc. (NYSE:DVA) is one of the largest kidney dialysis providers in the U.S. with 2,661 centers. It also operates 512 dialysis centers in 13 other countries.
9. Chubb Limited (NYSE:CB)
Stake Value as of Q1 2025: $8,163,932,430
Chubb Limited (NYSE:CB) is among the Buffett Stock Portfolio: Top 10 Stock Picks for 2025, with Berkshire’s holdings in the company valued at nearly $8.2 billion. The insurance provider’s shares have been steady this year, with YTD returns of 2.12%.
The company is recognized for its impressive dividend payout policy. Last month, Chubb Limited’s (NYSE:CB) shareholders approved a 6.6% increase in the company’s dividend to $3.88 per share annually, marking the 32nd consecutive annual dividend raise and reaffirming its commitment to shareholder returns.
While Chubb Limited (NYSE:CB) was pressured in Q1 FY25 by unfavorable foreign currency movements and the California wildfires, the company managed to retain its strong balance and liquidity position. Its book value stood at $65.7 billion, while total invested assets were at $152.3 billion. Moreover, it returned $751 million of capital to shareholders during the quarter.
In Q1, Chubb Limited (NYSE:CB) announced that it would acquire Liberty Mutual’s insurance businesses in Thailand and Vietnam, which will help expand the company’s presence in Asia. Wall Street analysts maintain a positive outlook for the stock with a consensus Buy rating and a one-year average price target of $304.06, representing an 8% increase from its current trading price.
8. The Kraft Heinz Company (NASDAQ:KHC)
Stake Value as of Q1 2025: $9,909,067,512
The Kraft Heinz Company (NASDAQ:KHC) is among the Buffett Stock Portfolio: Top 10 Stock Picks for 2025. This week, the company announced it would not launch new products in the U.S. with artificial color and aims to eliminate the use of these ingredients from existing items by the end of 2027.
The ketchup-maker stated that already about 90% of its products are free of FD&C colors. For the small portion of products that do contain artificial colors, The Kraft Heinz Company (NASDAQ:KHC) has mobilized a team to work on removing colors where they are not critical to customer experience, replacing FD&C colors with natural colors, or reinventing new colors and shades where natural replacements are not available.
Pedro Navio, North America President at The Kraft Heinz Company (NASDAQ:KHC) had the following to say on the development:
“As a food company with a 150+ year heritage, we are continuously evolving our recipes, products, and portfolio to deliver superiority to consumers and customers. The vast majority of our products use natural or no colors, and we’ve been on a journey to reduce our use of FD&C colors across the remainder of our portfolio. In fact, we removed artificial colors, preservatives, and flavors from our beloved Kraft Mac & Cheese back in 2016. Our iconic Heinz Tomato Ketchup has never had artificial dyes – the red color comes simply from the world’s best tomatoes. Above all, we are focused on providing nutritious, affordable, and great-tasting food for Americans and this is a privilege we don’t take lightly.”
The Kraft Heinz Company (NASDAQ:KHC)’s latest move comes after the U.S. Health Secretary in April outlined plans to phase out synthetic food dyes to address chronic diseases among Americans.
7. Moody’s Corporation (NYSE:MCO)
Stake Value as of Q1 2025: $11,488,468,917
Moody’s Corporation (NYSE:MCO) is among the Buffett Stock Portfolio: Top 10 Stock Picks for 2025. Wall Street analysts are upbeat on the stock, with a consensus Buy rating and a one-year average price target of $502.90, representing a 7% upside potential from its current share price.
On May 27, RBC Capital maintained a positive outlook for Moody’s Corporation (NYSE:MCO) by reiterating an Outperform rating for the stock and its price target unchanged at $550 per share. The endorsement followed CFO Noémie Heuland’s talk at a session, in which she highlighted the company’s resilience despite the ongoing economic headwinds.
Heuland noted that Moody’s Corporation (NYSE:MCO) is benefiting from growth trends in various sectors, including Lending Solutions, Private Credit, and Insurance Risk Platforms. She also anticipates the shift towards solution-based selling to drive significant cross-selling opportunities within the banking sector.
On June 5, Oppenheimer also raised its price target for the stock to $523 from $489, while maintaining an Outperform rating for its shares.
In other news, Moody’s Corporation (NYSE:MCO) reported robust results for the first quarter of fiscal 2025, beating earnings estimates amid a pickup in bond issuance and strong momentum in its analytics unit. However, the company lowered its guidance for the full year due to current market volatility.
The American business and financial services company specializes in providing data, intelligence, and analytical tools to mitigate risks and help financial experts make confident and informed decisions. It is the parent company of the credit rating agency, Moody’s Ratings.
6. Occidental Petroleum Corporation (NYSE:OXY)
Stake Value as of Q1 2025: $13,077,509,034
Occidental Petroleum Corporation (NYSE:OXY) is among the Buffett Stock Portfolio: Top 10 Stock Picks for 2025. The stock is down 8% year-to-date (YTD) and 26% over the past 12 months, largely due to the company’s heavy debt burden resulting from a series of acquisitions over the last few years.
However, the company has been making steady progress in reducing its debt. Occidental Petroleum Corporation (NYSE:OXY) achieved its near-term repayment target of $4.5 billion during the fourth quarter of last year and had retired another $2.3 billion in debt as of Q1 FY25, using cash sourced from recent divestitures, organic cash flows, and common warrant proceeds.
Occidental Petroleum Corporation (NYSE:OXY) plans to further reduce debt and shift value from creditors to stockholders. Debt reduction is a key upside catalyst for the company as it will help in lowering interest expense and boosting earnings and free cash flow.
The ongoing conflict between Iran and Israel in the Middle East can also help the stock recover in the short term. Occidental Petroleum Corporation (NYSE:OXY)’s shares have gained 9% since June 5, as part of the rally in the oil market.
5. Chevron Corporation (NYSE:CVX)
Stake Value as of Q1 2025: $19,842,356,232
Chevron Corporation (NYSE:CVX) is among the Buffett Stock Portfolio: Top 10 Stock Picks for 2025. The oil major is seeking buyers for 50% of its stake in Singapore Refining Company (SRC), sources familiar with the matter told Reuters on Thursday.
The company is also gauging interest for the divestiture of other assets in Asia, according to the report. These include the terminal and fuel storage facilities in the Philippines and Australia. Chevron Corporation (NYSE:CVX) has appointed Morgan Stanley to explore the sales of Asian assets, including the SRC, one of the sources said.
The move comes amid Chevron Corporation (NYSE:CVX)’s global restructuring measures aimed at reducing costs and streamlining operations, which could result in about 20% of its workforce getting laid off by the end of next year.
In other news this week, the oil giant has acquired about 125,000 acres on lease in northeast Texas and southwest Arkansas, marking its entry into domestic lithium production. On Tuesday, Chevron Corporation (NYSE:CVX) and Exxon Mobil successfully bid for exploration rights in Brazil’s Foz do Amazonas basin.
4. Bank of America Corporation (NYSE:BAC)
Stake Value as of Q1 2025: $26,355,563,449
Bank of America Corporation (NYSE:BAC) is among the Buffett Stock Portfolio: Top 10 Stock Picks for 2025. On June 10, the company announced an initiative with Visa and Street Soccer USA to expand access to soccer across the country.
The three organizations will work on providing open park spaces in six cities – San Francisco, Denver, Kansas City, New York City, Nashville, and Atlanta – to foster youth development and community-building through sporting ties and purpose-driven programming. All six locations are scheduled for opening this year.
David Tyrie, President of Marketing, Digital and Specialized Consumer Client Solutions at Bank of America Corporation (NYSE:BAC) had the following to say on the partnership:
“Sports bring communities together, and over the next few years, the entire world will come together for soccer in North America. These fields will provide high-quality spaces where the lessons of soccer – teamwork, goal-setting, preparation, and determination – come to life for the next generation.”
The announcement comes as the United States prepares to co-host the 2026 FIFA World Cup, alongside Canada and Mexico. In 2024, Bank of America Corporation (NYSE:BAC) was announced as the official bank sponsor for the tournament.
3. The Coca-Cola Company (NYSE:KO)
Stake Value as of Q1 2025: $28,648,000,000
The Coca-Cola Company (NYSE:KO) is among the Buffett Stock Portfolio: Top 10 Stock Picks for 2025. The company’s shares have surged by over 11% year-to-date, amid investor optimism from strong organic sales growth.
While the company registered a 2% decline in net revenues for the first quarter of fiscal 2025, organic revenue grew 6%, driven by higher prices on its drinks. The Coca-Cola Company (NYSE:KO) also beat Wall Street’s quarterly earnings estimates and maintained its full-year outlook.
The Coca-Cola Company (NYSE:KO) expects the impact from the global trade war to be ‘manageable’. It projects an organic revenue growth of 5-6% for 2025, and anticipates comparable EPS to increase by 2-3%.
The company is set to report earnings for the second quarter on July 22. Based on the forecast of 9 analysts, The Coca-Cola Company (NYSE:KO)’s consensus EPS forecast for the quarter is $0.83. Wall Street analysts maintain a positive outlook for the stock, with a consensus Strong Buy rating and one-year average share price upside potential of 12.4%.
2. American Express Company (NYSE:AXP)
Stake Value as of Q1 2025: $40,790,858,835
American Express Company (NYSE:AXP) is among the Buffett Stock Portfolio: Top 10 Stock Picks for 2025. This week, the company announced making its ‘largest investment ever’ to refresh Platinum credit cards for U.S. consumers and businesses.
The updates will be released later this year and include enhancements to what the cards offer in dining, travel, and lifestyle benefits. A major focus of American Express Company (NYSE:AXP) is to meet the evolving needs of customers, specifically those belonging to the Millennial and Gen Z segments. Collectively, the two groups accounted for 35% of total U.S. Consumer spending in the recent quarter.
American Express Company (NYSE:AXP) also intends to update the Business Platinum Card, featuring more benefits to help cardholders in growing their companies. The Business Platinum Cards offer flexible spending limits, virtual cards, and access to cash flow management tools.
American Express Company (NYSE:AXP) is a bank-holding and financial services company that specializes in payment cards. While the stock gained 60% in 2024, its share price has largely remained unchanged in 2025, with a meagre year-to-date decline of 0.12%.
1. Apple Inc. (NASDAQ:AAPL)
Stake Value as of Q1 2025: $66,639,000,000
Apple Inc. (NASDAQ:AAPL) is among the Buffett Stock Portfolio: Top 10 Stock Picks for 2025. On June 11, the company announced that it was introducing a new suite of parental controls to protect kids and teens online.
The tools will include new ways to manage Child Accounts, giving parents more control over whom their children can communicate with. The features will also include the ability to share kids’ age range to ensure they receive experiences that are appropriate for their age within an app.
Apple Inc. (NASDAQ:AAPL) said the features are set to arrive this fall with the launch of iOS 26, iPadOS 26, macOS Tahoe 26, watchOS 26, visionOS 26, and tvOS 26. The latest updates will build on the parental controls that already exist on the App Store and Screen Time to help parents navigate the challenges associated with today’s complex digital world.
Apple Inc. (NASDAQ:AAPL) is known for its consumer electronics, software, and other related products. Its premium line of products, which includes the iPhone, iPad, Mac computers, and a range of other accessories, has earned the company widespread acclaim and customer loyalty.
While we acknowledge the potential of AAPL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AAPL and that has 100x upside potential, check out our report about this cheapest AI stock.
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