It's not difficult to find stocks likely to go up if the tariff dispute is resolved with a series of trade deals, but what if you want to be a bit defensive and buy some stocks with relatively less exposure to potential tariffs or even some upside exposure?

Here are the latest moves in Warren Buffett's Berkshire Hathaway portfolio, including his new bets on Constellation Brands and Domino's Pizza, while building a record $325 billion cash position.