The Motley Foolยท2025-07-27 12:00Core Insights - Warren Buffett plans to step down as CEO of Berkshire Hathaway at the end of 2025, having achieved a remarkable 5,502,284% return since 1964, significantly outperforming the S&P 500's 39,054% return [2][3] Group 1: Buffett's Investment Philosophy - Buffett's investment strategy focuses on acquiring quality companies with strong management teams for long-term growth [3] - The portfolio includes over 40 stocks, many of which are considered "no-brainer buys" currently [3] Group 2: Key Stocks in Buffett's Portfolio - Amazon: Dominates e-commerce and cloud computing with a 29% market share in AWS, making it a strong bet on AI and cloud markets [6][5] - BYD: A leading electric vehicle manufacturer, surpassing Tesla in combined sales with 4.7 million vehicles sold in 2024, and a 39% year-over-year sales increase in early 2025 [7][8] - Visa: The largest payments processing company, processing $16 trillion in transactions in the past year, with over 60% operating margins [9][10] - Mastercard: Holds a near-duopoly with Visa, generating 55% operating margins and significant revenue from value-added services [12][13] - Chevron: A major player in oil and gas, recently acquiring Hess for $53 billion, with a 4.5% dividend yield and a strong focus on production growth [15][16] - Occidental Petroleum: Buffett's significant stake of over 28% reflects confidence in its debt repayment and future cash flow generation [17][18] - Bank of America: The second-largest U.S. bank, with $2 trillion in deposits and a $40 billion buyback program, making it a solid investment [19][21] - Kroger: The largest supermarket chain in the U.S., with a 19-year streak of dividend increases and strong cash flow generation [22][23] - Coca-Cola: A leading beverage company with a 20% net income margin and a 63-year history of dividend increases [24][25] - Apple: The largest holding in Berkshire Hathaway, with over 20% of the portfolio, benefiting from strong brand power and a growing services segment [26][29]