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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

  • Constellation Energy's Geothermal Expansion Tests Stock Valuation Amid Pullback
    June 8, 2026, 4:13 PM EDT. Constellation Energy (NasdaqGS:CEG) has completed a 25 MW geothermal expansion at The Geysers, supporting California's renewable goals and building on earlier projects. The unit Calpine, acquired for US$16.4 billion, drives this green energy push. Despite this, Constellation's stock price has dropped 30.4% year-to-date and 14.5% over 12 months, reflecting recent market volatility after a 177.4% rise in three years. Shares traded at US$254.83, about 31% below analysts' US$367.12 target, and 47.6% below estimated fair value per Simply Wall St. Investors should monitor how this capacity and renewables affect earnings, leverage, and the company's longer-term cash flow amid high debt and one-off expenses.

Latest articles

Nasdaq rises as AI names find support after market selloff

Nasdaq rises as AI names find support after market selloff

8 June 2026
Nasdaq surged 1.27% as investors snapped up AI and chip stocks after Friday’s rout, with the Philadelphia Semiconductor Index jumping 6.2%; Citigroup hiked its S&P 500 year-end target to 8,100 on AI demand, but Goldman Sachs warned strong jobs data makes a Fed rate hike more plausible, posing risks to growth stocks if inflation surprises.
Tesla Stock Bounces Over $400 After China Sales Beat—But There’s a Caveat

Tesla Stock Bounces Over $400 After China Sales Beat—But There’s a Caveat

8 June 2026
Tesla shares soared over 5% to $411.66 after a China sales report showed May retail sales up 22.5%, ending a two-month decline, and J.P. Morgan upgraded the stock, citing rising value from autonomy and software; the rally outpaced the Nasdaq as investors bet on Tesla’s China resilience and technology story despite a lofty price-to-earnings ratio of about 378.
Ondas Stock Comes Back Into the Spotlight After 13% Drop; Drone Trade Faces Fresh Challenge

Ondas Stock Comes Back Into the Spotlight After 13% Drop; Drone Trade Faces Fresh Challenge

8 June 2026
Ondas shares slipped 0.5% to $10.38 as investors weighed a new $4.8M U.S. Navy-linked balloon contract and $110M in Q2 orders against high short interest (31.33% of float), rising operating losses, and fresh stock-supply concerns after a June 3 filing revealed more Omnisys-related shares could hit the market, raising dilution risks despite surging revenue and backlog.
Archer Aviation Shares Bounce Back, FAA Timeline and Cash Burn in Focus

Archer Aviation Shares Bounce Back, FAA Timeline and Cash Burn in Focus

8 June 2026
Archer Aviation shares jumped 4.2% to $5.77 after last week’s 13.2% drop, as investors rotated back into growth and air-taxi stocks; the move follows Archer’s milestone as the first eVTOL developer to close Phase 3 of FAA certification, but heavy losses and high cash burn keep the stock highly sensitive to regulatory and financial risks.
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