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Buffett’s top stock picks show mixed performance into August
The article cites that Chevron’s Q1 2026 adjusted EPS of $1.41 beat expectations by 45.6%, while Apple’s shares are trading above its analyst target after a 59% one-year surge.
Warren Buffett’s latest 13F filing, covering holdings disclosed as of March 31 and filed May 15, shows Berkshire Hathaway concentrating its public-equity portfolio in five stocks, all of which have moved during 2026 and are being evaluated on how current prices stack up against what Buffett paid, as of July 2026. The focus includes Chevron, Apple, Bank of America, American Express, and Coca-Cola.
Chevron is highlighted as an energy anchor, with the article pointing to a Q1 2026 adjusted EPS result of $1.41 versus 97 cents expected, a 45.6% beat. It also cites worldwide production of 3,858 thousand barrels of oil equivalent per day, up 15%, with U.S. output above 2 million barrels per day for a third straight quarter, and notes the stock was up more than 25% year to date as of Aug. 3 alongside a 3.65% dividend yield.
Apple is described as the largest common-stock holding in the 13F, with the article saying the stock trades above analyst consensus of $316 after rising 59% over the past year. The piece characterizes Apple as a Hold until a pullback toward about $302, and also contrasts Apple with the other top-five picks on performance this year and on analyst consensus and rating mix.