Kraft Heinz (NASDAQ: KHC) and Verizon (NYSE: VZ) are among those in his conglomerate's holdings, and both could boost your portfolio from here. And according to CEO Miguel Patricio, Kraft Heinz expects to come out of the pandemic "much stronger" than it entered by leveraging its massive scale to tackle challenges like inflation. With the Federal Reserve expecting annual inflation to hit 4.2% by the year's end, Kraft Heinz's economies of scale advantage could help it produce items more cheaply than rivals.