In this article, we will list the Top 5 Stock Picks of 2026 from Kevin O’Leary’s Portfolio. Please visit Top 10 Stock Picks of 2026 from Kevin O’Leary’s Portfolio if you’d like to see an extended list.
The picks presented here are the top five by weight in O’Leary’s portfolio.
5. Cisco Systems, Inc. (NASDAQ:CSCO)
Cisco Systems, Inc. (NASDAQ:CSCO) 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 4.41% of the ETF as of June 17, 2026. On June 16, 2026, Equinix said it had expanded a collaboration with Cisco and NVIDIA to help enterprises deploy Cisco Secure AI Factory with NVIDIA across Equinix’s global network of high-performance data centers.
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The announcement links Cisco’s AI infrastructure and security stack with Equinix’s data center footprint and NVIDIA reference architectures, giving enterprises standardized blueprints and automation for moving AI projects from pilot work into production. Presidio is also deploying its Programmable AI Technology Hub Lab inside Equinix data centers, built on Cisco Secure AI Factory with NVIDIA, so customers can test, validate, and refine AI infrastructure before wider rollout. The collaboration reinforces Cisco’s push to sell networking, security, and AI infrastructure as enterprises look for practical ways to run demanding AI workloads across hybrid environments.
Cisco Systems, Inc. (NASDAQ:CSCO) provides networking, security, collaboration, observability, and cloud infrastructure products and services. The company serves enterprises, service providers, public-sector customers, and technology partners worldwide.
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.
3. Apple Inc. (NASDAQ:AAPL)
Apple Inc. (NASDAQ:AAPL) 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 5.29% of the ETF as of June 18, 2026. On June 8, 2026, Apple unveiled the next generation of Apple Intelligence and Siri AI across iPhone, iPad, Mac, Apple Watch, AirPods, and Vision Pro. The update gives Apple a clearer AI story after months of pressure around its slower rollout, while keeping the technology tied to its device ecosystem rather than a standalone chatbot.
Apple said Siri AI can understand what is on a user’s screen, use personal context across apps, search messages, emails, and photos, and complete actions across apps. The company also introduced AI features for Safari, Passwords, Messages, Mail, Calendar, Shortcuts, and Home. Some server-powered features will have daily limits, with increased access available through most iCloud+ plans, adding a services angle to the AI rollout.
Apple Inc. (NASDAQ:AAPL) designs and sells consumer electronics, software, and digital services. Its major products and platforms include iPhone, Mac, iPad, Apple Watch, AirPods, Vision Pro, iOS, macOS, the App Store, Apple Pay, iCloud, Apple Music, and Apple TV.
2. Johnson & Johnson (NYSE:JNJ)
Johnson & Johnson (NYSE:JNJ) 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 5.33% of the ETF as of June 17, 2026. On June 15, 2026, Johnson & Johnson announced an investment of more than $1 billion in Jacksonville, Florida, to expand its Vision manufacturing, packaging, and distribution operations. The project includes advanced manufacturing and packaging technologies, as well as a new distribution facility, aimed at scaling U.S.-based capacity for ACUVUE contact lenses and strengthening supply chain resilience.
The company said the investment is part of its broader $55 billion U.S. commitment to manufacturing, research and development, and technology through early 2029. Construction is already underway, with the facility expected to be fully operational in 2028. The expansion builds on J&J’s more than 40-year presence in Jacksonville, where it says it manufactures more than 1.7 billion ACUVUE lenses annually and supports 3,500 local employees.
Johnson & Johnson (NYSE:JNJ) is a global healthcare company operating through its Innovative Medicine and MedTech segments. Its businesses include pharmaceuticals, medical devices, surgery, orthopedics, cardiovascular technology, and vision care.
1. Alphabet Inc. (NASDAQ:GOOGL)
Alphabet Inc. (NASDAQ:GOOGL) 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 5.79% of the ETF as of June 17, 2026. On June 17, 2026, HSBC and Google Cloud announced a multi-year partnership to build and deploy AI capabilities across HSBC’s global operations. The program will use Gemini models, Google Cloud infrastructure, Google DeepMind engineering support, and the Gemini Enterprise Agent Platform to expand AI use across the bank.
HSBC expects the partnership to support more than 200 new AI use cases over the next two years, adding to more than 600 HSBC applications already running on Google Cloud. The first areas include personalized wealth-management support, financial-crime risk management, and AI tools for frontline and relationship-manager work. HSBC also said the financial-crime tools could help it intervene twice as fast when risk is detected, across nearly one billion transactions monitored each month.
Alphabet Inc. (NASDAQ:GOOGL) is the parent company of Google. Its businesses include Search, YouTube, Google Cloud, Android, Chrome, Google Play, hardware, advertising technology, artificial intelligence research, and other bets such as Waymo.
While we acknowledge the potential of GOOGL to grow, our conviction lies in the belief that some other 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 GOOGL and that has 100x upside potential, check out our report about the cheapest AI stock.
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