Kevin O’Leary’s Stock Portfolio: Top 5 Stock Picks for 2026

4. Visa Inc. (NYSE:V)

Visa Inc. (NYSE:V) is one of Kevin O’Leary’s top stock picks for 2026 through the O’Shares U.S. Quality Dividend ETF. The stock made up 4.75% of the ETF as of June 17, 2026. On June 10, 2026, Visa announced a strategic collaboration with OpenAI to bring secure Visa payments into AI-powered shopping and other agent-driven commerce experiences. The agreement gives OpenAI developers and merchants a way to accept Visa payments initiated by AI agents, while Visa supplies the network, tokenization, risk controls, authorization, and fraud-monitoring infrastructure behind those transactions.

The same day, Visa also introduced new AI, token, and stablecoin tools at its Payments Forum, including an Agentic Directory for verified agents and merchants, an AI model trained on billions of transactions to improve fraud detection and approvals, and stablecoin settlement pilots running at about a $7 billion annualized rate as of March 2026. The updates position Visa more deeply in emerging payment flows as commerce becomes more automated.

Visa Inc. (NYSE:V) is a global payments technology company that connects consumers, merchants, financial institutions, businesses, governments, and digital partners. The company provides payment processing, security, data analytics, consulting, and money-movement services across more than 200 countries and territories.