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Portfolio Management 11 December 2025 - 8 June 2026

Buffett heir makes first big Berkshire shake-up: Delta joins, UnitedHealth gone

Berkshire’s Portfolio Shift After Buffett Raises Eyebrows

Berkshire Hathaway raised its Alphabet stake to nearly 58 million shares worth $17 billion as of March 31, up from 17.8 million shares last quarter. The company also bought 39.8 million Delta Air Lines shares and exited Amazon, Visa, Mastercard, and UnitedHealth. Berkshire’s 13F holdings dropped to $263.1 billion and 90 line items in Greg Abel’s first quarter as CEO.
27 May 2026
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Buffett heir makes first big Berkshire shake-up: Delta joins, UnitedHealth gone

Buffett heir makes first big Berkshire shake-up: Delta joins, UnitedHealth gone

Berkshire Hathaway disclosed a new $2.65 billion stake in Delta Air Lines and sharply increased its Alphabet holdings in its first-quarter filing under CEO Greg Abel. The company exited UnitedHealth, Amazon, Visa, and Mastercard. UnitedHealth shares fell over 2% Monday after Berkshire’s exit. Berkshire’s U.S.-listed equity portfolio stood at $263.1 billion as of March 31.
19 May 2026
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Monday Test Ahead for Berkshire After Abel’s $24 Billion Portfolio Move

Monday Test Ahead for Berkshire After Abel’s $24 Billion Portfolio Move

Berkshire Hathaway disclosed a $2.65 billion stake in Delta Air Lines and new positions in Macy’s and Alphabet, while exiting Amazon, UnitedHealth, Visa, and Mastercard, according to its May 15 SEC filing. Berkshire’s Class B shares closed Friday at $482.70, down 0.3% for the day but up 1.4% for the week. Delta and Macy’s rose in after-hours trading. The filing was released after the market closed.
16 May 2026
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Inflation-Proof Portfolio 2026: 5 Assets Still Standing After May’s Volatility Shock

Inflation-Proof Portfolio 2026: 5 Assets Still Standing After May’s Volatility Shock

Oil surged to $126.41 a barrel before settling at $108.17, fueling inflation and pushing U.S. investors toward hedges like short Treasury bills, TIPS, gold, and silver. The Fed’s preferred inflation gauge rose 3.5% year-over-year in March, its fastest pace since May 2023. Gasoline prices jumped 24.1% in March. The three-month Treasury yield stood at 3.68% on April 30.
2 May 2026
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AEP Stock Watch: Vanguard’s 7.5% Stake Lands As Jennison Trims Before Earnings

AEP Stock Watch: Vanguard’s 7.5% Stake Lands As Jennison Trims Before Earnings

Vanguard disclosed a 7.51% passive stake in American Electric Power, owning 40.8 million shares, according to an SEC filing. Jennison Associates cut its AEP holding by 2%, while Teacher Retirement System of Texas increased its stake by 30.7%. The filings come ahead of AEP’s May 5 earnings call. AEP shares closed Thursday at $137.11, up 1.99%.
1 May 2026
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SCHD Draws Fresh Attention After New Dividend and 2026 Reconstitution

SCHD Draws Fresh Attention After New Dividend and 2026 Reconstitution

Schwab U.S. Dividend Equity ETF paid a $0.2569 per-share dividend for March, up 3.3% from last year, and finished a major reshuffle in its annual index reset. SCHD drew $4 billion in Q1 inflows as U.S. dividend funds saw their strongest start since 2020. The fund now holds 104 stocks, with Chevron and ConocoPhillips still its largest positions. Health care and tech exposure rose, while energy and materials fell.
6 April 2026
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SCHD ETF Rebalance Adds Abbott, UnitedHealth as Dividend Fund Inflows Hit 4-Year High

SCHD ETF Rebalance Adds Abbott, UnitedHealth as Dividend Fund Inflows Hit 4-Year High

Schwab’s U.S. Dividend Equity ETF (SCHD) increased health care holdings to 18.5% in its annual rebalance, adding Abbott Laboratories and UnitedHealth Group near the top at about 3.8% each. SCHD attracted $4 billion in Q1 as U.S. dividend funds pulled in $24.1 billion, the highest first-quarter inflow in four years. SCHD closed at $30.48 Monday, up 0.13%.
30 March 2026
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Charles Schwab Expands Money Talk as Fresh Filings Show Farallon, Elevation Point Cut SCHW Stakes

Charles Schwab Expands Money Talk as Fresh Filings Show Farallon, Elevation Point Cut SCHW Stakes

Charles Schwab added three Certified Financial Planners to its Money Talk column as filings showed Farallon Capital and Elevation Point cut Schwab holdings last quarter. Schwab reported $32.5 billion in February net new assets and a 9% rise in new accounts. Shares rose 1.8% to $94.74 in early trading. The firm warned its first-quarter revenue outlook could change if client activity shifts.
16 March 2026
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Buffett steps down at Berkshire: Abel inherits an Apple-heavy portfolio — and a new Alphabet stake

Buffett steps down at Berkshire: Abel inherits an Apple-heavy portfolio — and a new Alphabet stake

Warren Buffett stepped down as Berkshire Hathaway CEO at year-end, with Greg Abel taking over. Berkshire’s latest regulatory filing showed Apple remained its largest stock holding at $60.7 billion, while a new $4.3 billion Alphabet position ranked tenth. Berkshire’s Class A shares slipped 0.1% on Dec. 31. The company ended September with $381.7 billion in cash and equivalents.
2 January 2026
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Two Vanguard ETFs are back in focus as 2026 starts — VOO vs VGT debate heats up

Two Vanguard ETFs are back in focus as 2026 starts — VOO vs VGT debate heats up

U.S. equity funds saw $16.9 billion in net inflows for the week ending Dec. 31, according to LSEG Lipper. Investors favored low-cost ETFs like Vanguard’s VOO and VGT, which now holds $114.3 billion in assets with Nvidia, Apple, and Microsoft making up over 44%. The S&P 500 rose more than 16% in 2025. Strategists warn 2026 returns may hinge on broader earnings growth beyond megacap tech.
2 January 2026
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Voya and Kempner just trimmed Lincoln National stock — what new filings show

Voya and Kempner just trimmed Lincoln National stock — what new filings show

Voya Investment Management and Kempner Capital Management cut their Lincoln National Corp holdings in Q3, reporting a combined 176,822 shares worth about $7.1 million as of Sept. 30, SEC filings show. Lincoln National shares recently traded near a 12-month high, with a market value of $7.98 billion. The company declared a 45-cent quarterly dividend, payable Feb. 2. Institutional investors hold about 73% of the stock.
29 December 2025
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Vanguard Says Flip the 60/40 Portfolio for 2026: Bonds Back, AI Risks Rising

Vanguard Says Flip the 60/40 Portfolio for 2026: Bonds Back, AI Risks Rising

Vanguard is signaling a shift from the traditional 60/40 portfolio, recommending a 40% stocks, 60% bonds mix for the next decade. The firm’s latest model projects U.S. equity returns of 3.5% to 5.5% annually through 2035. Higher bond yields and lofty stock valuations underpin the move. Vanguard stresses the guidance is long-term and not a short-term market call.
25 December 2025
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Coca-Cola (KO) Stock Outlook December 2025: New CEO, Dividend Power and Analyst Forecasts

Coca-Cola (KO) Stock Outlook December 2025: New CEO, Dividend Power and Analyst Forecasts

Coca-Cola shares traded around $69–70 intraday on December 11, 2025, down from late-November highs above $73 but well above the 52-week low. The board named Henrique Braun as CEO effective March 31, 2026, with James Quincey moving to Executive Chairman. KO delivered an estimated 11.9% one-year return, lagging the S&P 500 but outperforming its industry.
11 December 2025
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Stock Market Today

  • Infosys Stock Leads Founder-Led AI and Digital Growth Picks
    June 28, 2026, 5:33 PM EDT. Founder-led companies gain attention amid mixed global economic signals. Infosys, a Bengaluru-based IT services firm, shines with its focus on AI, cloud transformation, and stable enterprise contracts. It boasts a 33.7% return on equity and a price-to-earnings (P/E) ratio below Indian and IT sector averages, signaling potential undervaluation. However, challenges include margin pressures, wage costs, and dependency on North American and European markets. Alongside Infosys, other founder-led firms like Mumbai-based Marico, a consumer goods producer, present growth in branded staples and premium products. These stocks offer investors exposure to digital growth and AI trends, balanced with founder-led governance that aligns management's wealth with long-term company performance.

Latest articles

Tesla slips again heading into delivery mix test; TSLA energy gap now wider

Tesla slips again heading into delivery mix test; TSLA energy gap now wider

28 June 2026
Tesla closed at $379.71, up 1.22% Friday but down 5.2% for the week, as Q2 delivery consensus shows a 1.1% gain to 406,024 vehicles—driven solely by Model 3/Y—while “all other models” decline, raising questions about Tesla’s $1.43 trillion valuation with 2026 vehicle growth nearly flat versus 2025.
ACHR stock: Archer Aviation Texas proposal falls short after strong support

ACHR stock: Archer Aviation Texas proposal falls short after strong support

28 June 2026
Archer Aviation (NYSE:ACHR) failed to secure enough shareholder votes for its Texas redomestication plan despite over 80% support from shares voted, keeping its annual $250,000 Delaware tax bill and leaving the stock near a 52-week low, with short interest at 19.43% of float and a five-day loss of 10.31%.
Bradesco (BBDC4) lags as Brazil bank stocks rise; heavy volume on slow days

Bradesco (BBDC4) lags as Brazil bank stocks rise; heavy volume on slow days

28 June 2026
Bradesco preferred shares rose 2.6% last week but lagged the Ibovespa’s 3.0% gain, with over half of BBDC4’s weekly turnover concentrated in two sessions where the stock slipped; investors now eye the July 3 dividend record date and July 6 ex-date, with the declared dividend equaling about 1.6% of BBDC4’s Friday close.
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