When Warren Buffett makes a move, investors closely assess what it could say about the economy and whether or not everyone should follow his lead. But when he makes a lot of moves -- like selling eight stocks and buying four in the 2023 first quarter -- investors might learn more from the companies in the Berkshire Hathaway portfolio that he's not touching.

For example, Berkshire bought all of its shares of Coca-Cola and American Express, two of its largest holdings, before 1995, and hasn't touched either since. Berkshire Hathaway owns more than 40 stocks, and it's the ones you don't hear about that might be the best stocks to buy.

Two such top stocks I recommend looking at now are Floor Decor Holdings (NYSE: FND) and Nu Holdings (NYSE: NU). Let's see why.

Continue reading

Source Fool.com