Warren Buffett, Tom Lee Have 4 Stock Picks In Common: Do You Own Any Of The Top Picks?

Legendary investor Warren Buffett stepped down as the CEO of Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK) at the end of 2025, after decades of leading the conglomerate and often beating the returns of stock market indexes.

Buffett leaves a portfolio of stock holdings for his successor Greg Abel. Among the stocks in the portfolio are four companies shared in common with the Fundstrat Granny Shots US Large Cap ETF (NYSE:GRNY), an ETF from Tom Lee, one of the most well-known financial analysts.

• Berkshire Hathaway shares are consolidating. Where is BRK-A stock headed?

The Stocks Warren Buffett, Tom Lee Have In Common

Fundstrat launched the GRNY ETF in November 2024, which includes a basket of stocks that meet a criteria based on trends Fundstrat sees for the short and long term. The ETF is named after Fundstrat co-founder and Head of Research Tom Lee.

Here are the four stocks shared in common between the Fundstrat Granny Shots US Large Cap ETF and the investment portfolio of Berkshire Hathaway:

Alphabet Inc (NASDAQ:GOOGL): The Google-parent company is the fourth largest position in GRNY at 2.91% of assets. Alphabet is one of the newest positions in the Berkshire Hathaway portfolio, with the conglomerate taking a stake in the third quarter. With 17,896,142 GOOGL shares owned, the position is currently the 14^th largest in the Berkshire Hathaway investment portfolio, according to CNBC. The stake represents around 1.9% of the investment portfolio.

American Express Co (NYSE:AXP): The financial company is the 22^nd largest holding in GRNY at 2.42% of assets. For Berkshire Hathaway, American Express is an old holding and the second largest in the portfolio at 17.8%. Berkshire Hathaway owns over 150 million AXP shares valued at $55.9 billion, representing ownership of around 22% of the financial company.

Amazon.com Inc (NASDAQ:AMZN): The e-commerce company is the 26^th largest holding in GRNY at 2.38% of assets. In the Berkshire Hathaway investment portfolio, Amazon represents around 0.7% of assets and a value of around $2.3 billion.

Apple Inc (NASDAQ:AAPL): The technology giant is the 32^nd largest holding in the GRNY ETF at 2.27% of assets. Apple is the largest holding in the Berkshire Hathaway investment portfolio. Berkshire owns 238,212,764 shares as of the end of the third quarter, which are currently valued at $59.5 billion. The Apple stake represents around 19% of the investment portfolio. Berkshire has sold Apple shares in recent quarters and years, lowering its weighting in the portfolio and locking in some gains.

Different Investing Styles

The Granny Shots ETF uses a rules-based process to find stocks that meet the criteria of two or more key themes.

Current themes for the Granny Shots ETF include PMI recovery, energy stocks, cybersecurity stocks, labor suppliers, targeting millennials and easing financial conditions. Stocks that represent two of the themes are included in the ETF.

The ETF reached $4 billion in assets under management earlier this month and has gained in popularity, thanks to its performance and the name recognition of Lee.

The ETF is up 2.7% year-to-date and up 20.8% over the past 52 weeks.

Berkshire Hathaway, under Buffett, typically invested in well-known, blue-chip companies, often looking for value in beaten-down names. Buffett often looked for companies that had key competitive advantages and top market share in their respective sectors.

Under Abel, things could look different for Berkshire Hathaway. A large ownership stake in Kraft Heinz stock was recently registered for potential sale, which could be the first big move by Abel and a major change to the Berkshire portfolio.

Berkshire has been adding more technology to its portfolio in recent quarters, which may have been investments suggested from leaders outside of Buffett.

A fourth-quarter 13F will be filed in February and show the portfolio's moves in the last quarter under Buffett's leadership as CEO. Investors may have to wait until May to see the first quarter moves to get a better idea of what Abel's plans are.

Berkshire shares are down 2.5% year-to-date in 2026 and up 5.2% over the last 52 weeks.

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