Berkshire Hathaway’s 15% income surge and massive $325 billion cash pile have Wall Street buzzing. Warren Buffett’s unconventional moves into Constellation Brands and Domino’s Pizza show he’s not just sitting on that mountain of money. His tech-heavy portfolio, dominated by a $60.27 billion Apple stake, proves the Oracle of Omaha isn’t stuck in the past. With record-breaking numbers and bold sector diversification, Buffett’s latest strategy reveals there’s more than meets the eye.
Warren Buffett’s Berkshire Hathaway stormed into 2024 with a thunderous 15% surge in year-over-year income, flexing its financial muscle with record-breaking cash reserves of $325 billion. The Oracle of Omaha’s empire now commands nearly 6% of the total S&P 500 companies‘ GAAP net worth. Not too shabby for a guy who still lives in the same house he bought in 1958.
The investment giant’s portfolio, valued at $267.2 billion, tells an interesting story. Financials dominate at 37.2%, while tech – mainly through that little company called Apple – takes up 28.48%. Speaking of Apple, Buffett’s $60.27 billion stake in the iPhone maker shows he’s not exactly losing sleep over his tech investments. The company’s long-term investment approach is evident in its impressive average holding period of 35.1 quarters for its top 10 positions. This strategic allocation demonstrates how smart diversification can help manage investment risks while maintaining growth potential.
In a surprising twist, Berkshire made waves with bold new positions in Constellation Brands, Domino’s Pizza, and Pool Corporation. Because nothing says diversification quite like booze, pizza, and swimming pools. Meanwhile, the company quietly trimmed its holdings in Citigroup, Bank of America, and Nu Holdings – proving even Buffett knows when to fold ’em.
The massive cash pile sitting at $325 billion has some analysts scratching their heads. But finding elephant-sized acquisition targets isn’t exactly easy when you’re playing in Berkshire’s league. Instead, the company’s been busy buying back its own shares whenever they trade below intrinsic value – a classic Buffett move that screams “we think we’re worth more than this.” His wealth grew by an impressive 16.4 billion dollars in 2025, outperforming many other billionaires during market volatility.
Core holdings remain rock-solid, with American Express and Bank of America standing as pillars in the financial sector. Coca-Cola and Chevron provide that steady stream of dividends investors have come to expect.
The strategy? Same as it’s always been: Find companies with durable competitive advantages and consistent cash flows, then hold on tight.
For a company that could basically buy a small country, Berkshire’s still showing it knows how to grow. The 15% income boost proves the old-school value investing approach isn’t dead – it’s just waiting for everyone else to catch up.
