Top 3 Warren Buffett Stocks to Consider Buying After Berkshire’s Latest 13F Update

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Top 3 Warren Buffett Stocks to Consider Buying After Berkshire’s Latest 13F Update

Warren Buffett’s Berkshire Hathaway, known for its investment prowess, recently released its 13F filing for the third quarter of 2025. This report provides insights into the company’s current stock holdings and recent transactions.

Berkshire Hathaway’s New Developments

In Q3 2025, Berkshire Hathaway initiated a significant new investment in Alphabet Inc., amounting to $4 billion. This purchase marks Alphabet as the company’s 10th-largest holding. Meanwhile, Berkshire Hathaway continued to reduce its stakes in two of its largest investments, Apple and Bank of America.

Stock Transactions

During this quarter, a notable shift occurred in Berkshire’s portfolio:

  • Berkshire sold its entire position in D.R. Horton.
  • Berkshire further decreased its holdings in Apple, maintaining it as the largest position.
  • The company also trimmed its investment in Bank of America.

Despite selling off more stocks than it purchased, Buffett retains confidence in certain holdings. Morningstar analysts suggest that several of Berkshire’s remaining stocks look promising.

Attractive Stocks to Consider After Berkshire’s 13F Update

Three stocks identified as appealing investments by Morningstar include:

  • Constellation Brands (STZ) – A leader in the beverages sector, Constellation Brands holds a wide economic moat. Recent declines in its stock offer a potential buy at current valuations.
  • Moody’s (MCO) – This financial data firm has been a consistent Berkshire holding, currently trading at an 11% discount to its fair value estimate. Analysts believe concerns regarding issuance volumes may be overstated.
  • UnitedHealth Group (UNH) – Buffett’s acquisition of UnitedHealth demonstrates his strategy of buying during market downturns. The stock has recently rebounded, yet analysts still consider it undervalued.

The Future of Berkshire Hathaway

Warren Buffett is preparing to hand over daily leadership responsibilities to Greg Abel by the end of 2025, although he will remain as chairman. In a recent letter to shareholders, Buffett expressed confidence in Abel’s leadership qualities and the future of Berkshire Hathaway.

Investors looking for strategic stock picks should consider these companies, as they align with Buffett’s value-oriented investment philosophy. The recent 13F filing provides a clear picture of Berkshire’s evolving investment landscape.

As this dynamic unfolds, keeping an eye on Berkshire’s next moves may provide valuable insight into potential investment opportunities for savvy investors.