Combined portfolio
As of Q4 2009, the AlphaBaseline combined portfolio aggregates $52.1B of reported 13F holdings across 31 institutional managers, covering 50 of the largest positions by holder count.
This view adds up the holdings of every focused investor we track into one book, so you can see what the group owns as a whole and which stocks they crowd into.
For Q4 2009 it covers the 50 most widely held positions, worth $52.1B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q4 2009
- Coverage
- 31 managers included
13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-09-17.
Top buys
These are the stocks the group bought most this quarter, ranked by net dollar value added.
| BNI | 5 | 0 | $8.27B |
| WFC | 9 | 0 | $4.55B |
| HPQ | 8 | 0 | $4.41B |
| NVS | 4 | 0 | $3.73B |
| SLB | 5 | 0 | $3.42B |
| GSK | 4 | 0 | $3.15B |
| PG | 12 | 0 | $3.11B |
| WMT | 12 | 0 | $2.87B |
| NWSA | 4 | 0 | $2.77B |
| PFE | 12 | 0 | $2.61B |
Top sells
These are the stocks the group sold most this quarter, ranked by net dollar value removed.
No activity in this period.
Big bets
Each of these is a single position worth at least 40% of one manager's portfolio, marking their highest-conviction wagers.
No single position reached the 40%-of-portfolio threshold this quarter.
All positions
This table lists the 50 most widely held positions in the combined book, ranked by how many managers hold each one. Select a ticker to see exactly which managers hold it and at what size.
| 1 | PFE | PFIZER INC COM | 13 | 1.64% | $2.58B | +$2.58B |
| 2 | JNJ | JOHNSON & JOHNSON COM | 13 | 0.43% | $677.12M | +$677.12M |
| 3 | MSFT | Corp............ COMMON | 13 | 0.33% | $515.21M | +$515.21M |
| 4 | DIS | DISNEY WALT CO COM DISNEY | 12 | 0.32% | $501.39M | +$501.39M |
| 5 | KO | Coca-Cola Co. common | 12 | 0.21% | $329.38M | +$329.38M |
| 6 | XOM | Exxon Mobil Corp COM | 12 | 0.07% | $104.79M | +$104.79M |
| 7 | GE | GENERAL ELECTRIC CO COM | 11 | 1.63% | $2.56B | +$2.56B |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL COM | 11 | 0.62% | $978.9M | +$978.9M |
| 9 | WMT | WAL-MART STORES INC COM | 11 | 0.60% | $946.83M | +$946.83M |
| 10 | PG | Procter & Gamble Co. common | 11 | 0.11% | $171.02M | +$171.02M |
| 11 | PEP | D PEPSICO INC COM | 10 | 0.38% | $593.75M | +$593.75M |
| 12 | WFC | WELLS FARGO & CO COM | 9 | 2.32% | $3.65B | +$3.65B |
| 13 | MMM | 3M Company (MMM) COMMON | 9 | 0.30% | $474.64M | +$474.64M |
| 14 | PM | Philip Morris International In COM | 9 | 0.22% | $338.66M | +$338.66M |
| 15 | ABT | Laboratories.... COMMON | 9 | 0.13% | $211.56M | +$211.56M |
| 16 | AXP | American Express Co. COM | 9 | 0.05% | $78.25M | +$78.25M |
| 17 | IBM | INTL BUSINESS MACHINES CORP COM | 9 | 0.04% | $60.24M | +$60.24M |
| 18 | HPQ | HEWLETT-PACKARD CO COM | 8 | 2.80% | $4.41B | +$4.41B |
| 19 | MRK | MERCK & CO. INC. COM | 8 | 1.47% | $2.32B | +$2.32B |
| 20 | JPM | JPMORGAN CHASE & CO COM | 8 | 0.72% | $1.14B | +$1.14B |
| 21 | QCOM | QUALCOMM INC COM | 8 | 0.69% | $1.09B | +$1.09B |
| 22 | WAG | WALGREEN CO COM | 8 | 0.56% | $883.73M | +$883.73M |
| 23 | BAC | BANK OF AMERICA CORPORATION COM | 8 | 0.23% | $366.73M | +$366.73M |
| 24 | COP | Inc............. COMMON | 8 | 0.21% | $331.72M | +$331.72M |
| 25 | BDX | BECTON DICKINSON & CO COM | 8 | 0.11% | $169.89M | +$169.89M |
| 26 | BRKB | INC DEL CL B | 8 | 0.09% | $146.52M | +$146.52M |
| 27 | INTC | Intel COM | 8 | 0.05% | $81.38M | +$81.38M |
| 28 | BMY | Bristol-Myers COM | 8 | 0.03% | $51.67M | +$51.67M |
| 29 | TYC | TYCO INTERNATIONAL LTD SHS | 7 | 0.84% | $1.32B | +$1.32B |
| 30 | MCD | MCDONALDS CORP COM | 7 | 0.35% | $552.64M | +$552.64M |
| 31 | ORCL | ORACLE CORP COM | 7 | 0.26% | $406.04M | +$406.04M |
| 32 | CSCO | Cisco Systems Inc COM | 7 | 0.04% | $60.06M | +$60.06M |
| 33 | CMCSA | COMCAST CORP-CLASS A CL A | 6 | 1.66% | $2.6B | +$2.6B |
| 34 | WLP | WELLPOINT INC COM | 6 | 1.46% | $2.3B | +$2.3B |
| 35 | V | Visa Inc COM CL A | 6 | 1.01% | $1.58B | +$1.58B |
| 36 | COV | COVIDIEN PLC COM | 6 | 0.69% | $1.08B | +$1.08B |
| 37 | LUK | LEUCADIA NATL CORP COM COM | 6 | 0.38% | $599.54M | +$599.54M |
| 38 | C | CITIGROUP INC COM | 6 | 0.26% | $404.72M | +$404.72M |
| 39 | EMR | Emerson Electric COM | 6 | 0.13% | $210.68M | +$210.68M |
| 40 | ADP | AUTOMATIC DATA PROCESSING IN COM | 6 | 0.06% | $99.72M | +$99.72M |
| 41 | WU | Western Union COM | 6 | 0.04% | $68.39M | +$68.39M |
| 42 | T | A T & T INC (NEW) COMMON | 6 | 0.02% | $37.82M | +$37.82M |
| 43 | SLB | SCHLUMBERGER LTD COM | 5 | 2.18% | $3.42B | +$3.42B |
| 44 | NWSA | NEWS CORP-CL A CL A | 5 | 1.97% | $3.1B | +$3.1B |
| 45 | FDX | FEDEX CORP COM | 5 | 1.38% | $2.17B | +$2.17B |
| 46 | EBAY | EBAY INC COM | 5 | 0.89% | $1.41B | +$1.41B |
| 47 | UNH | UNITEDHEALTH GROUP INC COM | 5 | 0.85% | $1.34B | +$1.34B |
| 48 | CVX | CHEVRON CORP COM | 5 | 0.78% | $1.22B | +$1.22B |
| 49 | BK | BANK OF NEW YORK MELLON CORP COM | 5 | 0.76% | $1.19B | +$1.19B |
| 50 | HD | HOME DEPOT INC COM | 5 | 0.75% | $1.17B | +$1.17B |