Berkshire Hathaway’s Investment Picks
Warren Buffett has passed the leadership of Berkshire Hathaway to CEO Greg Abel, but I still think of the stocks in the portfolio as “Buffett stocks.” These companies were either chosen by Buffett himself or by others operating under his guidance.
There are a number of solid stocks in Berkshire Hathaway’s collection right now. In February, here are three Buffett stocks worth considering buying.
Recently, I was pleased to see Buffett address one of his investment regrets by investing in Google’s parent company, Alphabet (NASDAQ:GOOG). The choice to buy this tech giant has proven to be wise. Since the end of Q3 2025, when Berkshire started the investment, Alphabet’s stock has surged nearly 40%.
This year, artificial intelligence (AI) is likely to be a major growth factor for Alphabet. Their integration of Generation AI in Google search is already paying dividends. Google Cloud is expanding rapidly, and innovations like the Gemini 3.0 AI model and Tensor Processing Units (TPUs) are making waves in the AI chip market. If you believe that the AI trend isn’t going to slow down soon—like I do—Alphabet remains an attractive option.
Buffett has notably reduced his stakes in Berkshire’s holdings of Apple (NASDAQ:AAPL) over the years. This makes sense, perhaps, as it helps lessen the risk tied to a single stock while diversifying investments. Still, I think February is a superb time to invest in Apple.
After facing challenges in the Greater China market recently, Apple seems to be regaining its footing there. More broadly, it’s experiencing record iPhone sales around the world. I’m optimistic that this momentum will carry on, especially with the anticipated launch of AI-powered smart glasses later this year, which I think could greatly boost its stock price.
You might find it interesting that UnitedHealth Group (NYSE:UNH) is also recommended as a buy this February. The company’s stock fell recently after a proposal from the Centers for Medicare and Medicaid Services (CMS) suggested a small increase in Medicare Advantage rates for 2027.
However, the stock’s decline seems excessive to me. The CMS proposal hasn’t been finalized, and I wouldn’t be surprised if they end up raising the rates more than anticipated. I also believe UnitedHealth will make adjustments to satisfy its shareholders. This stock could see a rebound by the latter half of 2026.
Before making a decision on UnitedHealth Group, it’s worth noting that our analyst team at Motley Fool Stock Advisor has identified other stocks that currently hold potential. UnitedHealth Group wasn’t included in their top picks, but those recommended could yield significant returns over the coming years.
It’s always good practice to stay informed and evaluate options before investing, as market dynamics can shift rapidly.
