Three Buffett-Backed Stocks to Aggressively Buy in February

Warren Buffett’s track record speaks for itself—even as he has passed leadership of Berkshire Hathaway to Greg Abel, the company’s investment portfolio remains a masterclass in stock selection. Whether directly chosen by Buffett or acquired under his strategic oversight, the stocks held by Berkshire Hathaway continue to reflect the principles of disciplined investing and long-term value creation. Several of these companies represent particularly compelling opportunities in February 2026, combining strong fundamental momentum with attractive valuations.

Apple: Momentum Across Major Markets

Berkshire Hathaway has strategically reduced its Apple holdings over recent years, a decision likely aimed at portfolio diversification. Yet February presents a renewed case for Apple stock. The company’s performance has fundamentally shifted in the Greater China market, where recent years of stagnation have given way to robust growth. Beyond China, Apple’s iPhone sales are setting new records globally, signaling sustained consumer demand and brand strength. More intriguingly, market watchers anticipate a significant catalyst later in 2026: the potential unveiling of Apple’s long-rumored AI-powered smart glasses. Such a product launch could reignite investor enthusiasm and drive meaningful stock appreciation.

Alphabet: Leading the AI Revolution

Buffett’s decision to substantially increase his stake in Alphabet marked a symbolic reversal of one of his noted investing regrets. The timing has proven astute—since Berkshire initiated its position in late 2025, Alphabet’s shares have appreciated nearly 40%. The technology and advertising giant continues to benefit from a powerful tailwind: artificial intelligence. The integration of generative AI into Google Search is yielding tangible results. Google Cloud maintains its trajectory of rapid expansion. Alphabet’s proprietary Gemini 3.0 AI model has achieved significant market traction, while the company’s Tensor Processing Units (TPUs) are carving out a meaningful foothold in the competitive AI chip sector. For investors who believe the artificial intelligence opportunity remains in its early innings—without imminent collapse—Alphabet remains a compelling long-term holding.

UnitedHealth Group: Overlooking Value After a Sharp Decline

Among Buffett stocks worthy of consideration, UnitedHealth Group might seem an unexpected choice given recent market turmoil. The healthcare giant experienced a sharp sell-off following the Centers for Medicare and Medicaid Services (CMS) announcement of a modest proposal regarding 2027 Medicare Advantage rates. However, the magnitude of the market reaction appears disproportionate to the actual fundamentals. The CMS proposal remains preliminary and non-binding; final determinations could prove more favorable to plan administrators. Moreover, UnitedHealth Group possesses the operational sophistication and market position to adapt to regulatory challenges while maintaining shareholder returns. This recently declined stock appears positioned for a meaningful recovery as investors reassess the company’s long-term resilience and profitability.

The Bottom Line

February 2026 offers a window of opportunity to add positions in three Berkshire Hathaway portfolio companies that embody the principles of Buffett-style investing: Apple’s market leadership and product innovation, Alphabet’s dominance in artificial intelligence and technology services, and UnitedHealth Group’s structural advantages in healthcare delivery. These Buffett stocks represent the type of disciplined, fundamentals-driven selections that have defined the legendary investor’s approach across decades of market cycles.