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Berkshire Hathaway (NYSE: BRK-B) just revealed its latest portfolio changes.

Buffett’s portfolio shows that he’s bullish on technology, oil stocks and home builders.

Berkshire’s total stock portfolio is valued at $348 billion.

Let’s breakdown the portfolio and the major changes…

Bullish on Technology Stocks

Apple (NASDAQ) is the largest position in the portfolio.

Berkshire owns $177.6 billion of Apple stocks – making it a 51% position in the portfolio.

That makes Berkshire the 3rd largest Apple shareholder – behind Vanguard and Blackrock. Those two firms obviously own AAPL shares on behalf of clients – in 401K retirement plans, brokerage accounts, mutual funds and ETFs.

Berkshire’s stake in Apple is up 346% since being acquired.

Buffett is also bullish on financial stocks that are involved with technology. This includes Mastercard (NYSE: MA) and Visa (NYSE: V) – two companies that benefit from the transition to digital transactions. Plus, a stake in a Brazil fintech called Nu Holdings (NYSE: NU).

Finally, Buffett sold 70% of his stake in Activision Blizzard (NASDAQ ATVI). The video game maker now looks on track to be acquired by Microsoft at a healthy premium.

Apple is my single largest position. I’ve been bullish on the stock since 2011 – and am currently up 1,167%.

Berkshire already made a fortune with Chinese EV automaker BYD (OTC: BYDDY) – and has a position worth $8 billion.

I’d expect that Buffett may be looking at how to profit from…

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Putting $800 Million in These U.S. Homebuilders

During the second quarter – Berkshire began new positions in 3 homebuilder stocks.

The firm invested a total of $800 million in D.R. Horton (NYSE: DHI), NVR (NYSE: NVR) and Lennar (NYSE: LENB). Each of these stocks is up more than 35% this year.

Given the size of these positions – they were likely selected by one of Berkshire’s investment managers. Ted Weschler and Todd Combs also manage a portion of the portfolio.

Homebuilder stocks have had a banner year.

I’m currently “long” Lennar with a 25% profit on my open position.

Bullish on These 2 Oil Stocks

Two oil stocks are now the 5th and 6th largest positions in the portfolio.

The Chevron (NYSE: CVX) stake is positing 23% gains and Occidental Petroleum (NYSE: OXY) is up 22%.

Together these two positions comprise nearly 10% of the entire portfolio.

During the last 3-months – Berkshire trimmed its position in Chevron and added to Occidental.

Buffett has been an aggressive buyer of OXY whenever the share price is below $60.

Berkshire owns 25% of the company – and has been approved by U.S. regulators to increase his position up to 50%. Buffett is on the record saying that he does not plan to buy the entire company.

Buffett may also be looking to expand his investments in green energy – and EVs. After all, Berkshire Hathaway Energy is already the 2nd largest producer of electricity from wind and solar.

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Yours in Wealth,

Ian Wyatt

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