| Website: | https://www.13radar.com/ |
📘 Warren Buffett’s stock portfolio is a masterclass in conviction, patience, and quality.
His top 5 holdings make up ~70% of the portfolio, each backed by long-term belief and timeless principles.
See the full breakdown on 13Radar 👇 https://13radar.com/guru/warren-buffett
#WarrenBuffett #ValueInvesting #13F #BuffettPortfolio #LongTermInvesting #Apple #CocaCola #BankOfAmerica #AmericanExpress #Chevron
ohn Armitage’s Q3 2025 Portfolio: The Armitage Edge 📊This is precision allocation with a global tilt.
Details: https://13radar.com/guru/john-armitage
💼 Top convictions:
$MSFT Microsoft: 9.89%
$AMZN Amazon: 9.39%
$V Visa: 8.58%
🧩 Diversified depth:
$Meta, $BSX Boston Scientific, $COF Capital One, $CME, $STX Seagate, $FLUT Flutter… all 3–5%
+7 holdings = 9.19%
Armitage blends tech, fintech, infra, and insurance with surgical balance. No oversized bets. No passive drift. Just strategic exposure.
📊 Micron $MU sparks AI stock rebound with revenue forecast ~30% above consensus. $NVDA, $AMD, $ORCL all gained.
Full article: https://13radar.com/insight/micron-forecast-lifts-ai-stocks-real-rally-seen-in-2026
⚠️ Analysts warn rally may be short‑lived—true AI growth cycle seen in 2026 with Nvidia’s Blackwell chips.
🧭 Howard Marks — Q3 2025 Portfolio Snapshot ($6.49B)
Top holdings: $TRMD 12.9% $EXE 8.3% $GTX, $AU, $VNOM Details: https://13radar.com/guru/howard-marks
📊 Sector Breakdown: Energy 37% | Materials 13% | Comm Services 10%
Marks is positioning for commodity cycles, distressed value, and inflation hedges. This isn’t tech chasing — it’s macro-aware capital deployment.
#HowardMarks #Portfolio #ValueInvesting #EnergyCycle #DistressedAssets #Howardmarks #stockmarketcrash #stockstobuy
