Warren Buffet's Concealed Portfolio Acquires Stakes in Leading Share Buyback Stock and Monthly Dividend Corporation
In a noteworthy development, Warren Buffett's "secret" portfolio under Berkshire Hathaway's New England Asset Management (NEAM) has made significant purchases in quantum computing-related stocks and several Exchange-Traded Funds (ETFs). This shift towards cutting-edge technologies marks a departure from Buffett's historically cautious approach towards new technology sectors.
The key recent purchases include stakes in tech giants Alphabet (Google) and Microsoft, companies heavily investing in quantum computing research and development. This indirect wager on the potential of quantum computing to transform computing, Artificial Intelligence, and various industries is a reflection of Buffett's strategic evolution. NEAM held 5,195 Class A shares of Alphabet as of March 2025, highlighting a direct exposure to one of the leaders in quantum computing innovation. Additionally, NEAM owns shares of Microsoft and Amazon, all three companies collectively being recognized as Buffett’s main quantum computing plays.
Aside from individual stocks, about 21% of NEAM’s portfolio is invested in three ETFs. The largest being the SPDR S&P 500 ETF Trust (SPY), which accounts for 13.1% of NEAM’s holdings. This mix of broad market ETFs combined with specific technology leaders like Alphabet and Microsoft indicates a diversified strategy blending stable index exposure with targeted bets on future technologies.
The significance of these purchases lies in Berkshire Hathaway's indirect participation in emerging industries that could substantially reshape the economic landscape, potentially enhancing long-term shareholder value. NEAM operates somewhat independently from Buffett's main Berkshire portfolio, making it a "secret" or lesser-known channel for such innovative investments.
Meanwhile, Apple, one of the most-recognized consumer brands worldwide with an exceptionally loyal customer base, has made its way back into Buffett's hidden portfolio after more than a year. This is the first time in over a year that this hidden portfolio has owned shares of Apple.
In a separate development, Realty Income, a premier retail real estate investment trust (REIT), has caught Buffett's attention. NEAM's 13F shows that 55,140 shares of Realty Income were bought in the first quarter by Buffett's secret portfolio. Realty Income owns more than 15,600 commercial real estate properties, with 91% of its rental income tied to businesses resilient to economic downturns and e-commerce pressures. The REIT's median occupancy rate of 98.2% is 400 basis points higher than the median occupancy rate for S&P 500 REITs since 2000.
The six-week period each quarter, known as earnings season, is when a majority of Wall Street's most-influential businesses report their operating results. Quarterly filed 13Fs allow investors to track which stocks Wall Street's brightest money managers have been buying and selling. May 15 was a significant day for investors due to the deadline for institutional investors with at least $100 million in assets under management (AUM) to file Form 13F with the Securities and Exchange Commission (SEC).
None of the money managers tracked by investors garners more interest than Warren Buffett, CEO of Berkshire Hathaway, who controls a $616 million "secret" portfolio managed by New England Asset Management (NEAM), which is not included in the 13F filing. During the March-ended quarter, Buffett's secret portfolio made four new purchases, two of which are individual stocks. NEAM's investment portfolio, which is spread across 122 securities, has a separate investment management team.
Sources: 1. Investopedia 2. The Motley Fool 3. CNBC 4. Bloomberg
In this investment context, Warren Buffett's "secret" portfolio under Berkshire Hathaway's New England Asset Management (NEAM) has made strategic investments in both individual technology stocks like Alphabet (Google) and Microsoft, which are heavily investing in quantum computing, and Exchange-Traded Funds (ETFs). Furthermore, a portion of NEAM's portfolio is allocated to the SPDR S&P 500 ETF Trust (SPY), suggesting a diversified strategy that combines stable index exposure with targeted bets on future technologies.
