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Combined portfolio

As of Q1 2011, the AlphaBaseline combined portfolio aggregates $83.01B of reported 13F holdings across 37 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 Q1 2011 it covers the 50 most widely held positions, worth $83.01B in aggregate reported value.

Source
Aggregate SEC 13F data
Period
Q1 2011
Coverage
37 managers included

13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-09-17.

Most owned

These are the stocks the most tracked managers hold, showing where conviction is most crowded.

JNJ170.57%
KO160.48%
MSFT160.62%
XOM160.08%
AAPL140.46%
BRK/B140.27%
WMT140.35%
AXP130.80%
PFE131.05%
PM130.40%

Top by % of combined

These positions take the largest share of the combined book, showing where the group's dollars concentrate.

WFC1.55%$6.94B
BK1.09%$4.87B
PFE1.05%$4.69B
OXY1.03%$4.58B
HPQ1.02%$4.54B
NWSA1.01%$4.51B
SLB0.93%$4.15B
MRK0.87%$3.9B
AXP0.80%$3.55B
CMCSA0.75%$3.36B

Top buys

These are the stocks the group bought most this quarter, ranked by net dollar value added.

HPQ22$3.82B
SLB20$3.3B
NWSA41$3.15B
CMCSA30$3.07B
NVS31$2.98B
COF20$2.9B
GSK31$2.9B
VOD21$2.68B
BK33$2.36B
TWX30$2.23B

Top sells

These are the stocks the group sold most this quarter, ranked by net dollar value removed.

GE35$-29.54B
PG23$-2.33B
WSC11$-2.22B
KFT13$-1.53B
COP16$-1.15B
C53$-1.13B
T05$-924.78M
CHTR10$-768.1M
MCO11$-741.97M
COST21$-489.6M

Big bets

Each of these is a single position worth at least 40% of one manager's portfolio, marking their highest-conviction wagers.

Triple Frond Partners - Triple Frond PartnersRNRRENAISSANCERE HOLDING LTD COM100.00%$10.35K

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.

1JNJJohnson & Johnson Common170.57%$2.54B-$264.09M
2MSFTMicrosoft Corp. Common160.62%$2.78B+$1.27B
3KOCoca Cola Co. Common160.48%$2.14B+$235.77M
4XOMExxon Mobil Corp. COM160.08%$358.31M+$85.88M
5AAPLAPPLE INC COM140.46%$2.05B+$164.07M
6WMTWAL-MART STORES INC COM140.35%$1.58B-$429.67M
7BRK/BBERKSHIRE HATHAWAY INC DEL CL COM140.27%$1.19B+$157.94M
8PFEPFIZER INC COM131.05%$4.69B+$2.43B
9AXPAmerican Express Co. Common130.80%$3.55B-$139.58M
10PMPhilip Morris International Inc. Common130.40%$1.8B+$171.22M
11COPD CONOCOPHILLIPS COM130.26%$1.16B-$811.44M
12MMMD 3M CO COM130.23%$1.03B+$468.8M
13WFCWells Fargo & Co. Common121.55%$6.94B+$1.57B
14PGProcter & Gamble Co. Common120.30%$1.33B-$2.49B
15JPMJP Morgan Chase & Co. COM120.28%$1.27B+$329.05M
16PEPPepsiCo Inc. common120.22%$1B+$344.01M
17IBMInternational Business Machines (IBM) COMMON120.10%$432.81M+$172.58M
18INTCD INTEL CORP COM120.09%$387.67M+$315.67M
19MRKMERCK & CO. INC. COM110.87%$3.9B+$1.91B
20GEGENERAL ELECTRIC CO COM110.62%$2.77B+$2.18B
21BRK/ABerkshire Hathaway Inc., A Common110.60%$2.68B+$289.26M
22ABTAbbott Laboratories COMMON110.05%$239.81M+$195.55M
23USBUS BANCORP COM NEW100.29%$1.31B+$61.02M
24BDXBecton, Dickinson and Co. Common100.26%$1.18B-$37.6M
25KFTKraft Foods Inc. Common100.15%$681.95M-$1.54B
26CSCOD CISCO SYS INC COM100.14%$619.65M+$455.3M
27GSGOLDMAN SACHS GROUP, INC. COM90.45%$2.02B+$589.07M
28BAXBaxter International Inc. Common90.23%$1.02B+$259.53M
29SYYD SYSCO CORP COM90.17%$771.52M+$607.71M
30VVisa Inc. Common90.13%$593.97M+$245.71M
31ORCLORACLE STK (NMQ) COMMON STOCK90.07%$303.17M+$68.5M
32ADPD AUTOMATIC DATA PROCESSING IN COM90.05%$205.86M+$158.67M
33MOAltria Group Inc COM90.04%$188.17M+$17.64M
34TAT&T INC COM COM90.02%$69.75M-$254.46M
35BMYBristol-Myers COM90.01%$38.85M-$28.18M
36BKBank of New York Mellon Common81.09%$4.87B+$2.33B
37SLBSCHLUMBERGER LTD COM80.93%$4.15B+$3.39B
38GOOGLGoogle Inc. Class A Common80.29%$1.31B-$80.56M
39LUKLEUCADIA NATL CORP COM COM80.20%$888.3M+$276.09M
40MAMASTERCARD INC CL A80.18%$807.85M+$250.56M
41AMZNAMAZON COM INC COM80.10%$434.8M-$181.45M
42CLD COLGATE PALMOLIVE CO COM80.09%$394.07M+$295.99M
43DISDisney Walt Holdings Common80.04%$171.39M+$130.45M
44MCDMcDonalds COM80.01%$45.19M+$14.87M
45HPQHEWLETT-PACKARD CO COM71.02%$4.54B+$3.8B
46NWSANEWS CORP-CL A CL A71.01%$4.51B+$3.39B
47DVNDevon Energy Corp. Common70.73%$3.26B+$572.95M
48CMCSKD COMCAST CORP NEW CL A SPL70.23%$1.05B+$488.37M
49QCOMQUALCOMM INC COM70.22%$985.55M+$406.37M
50CFNCAREFUSION CORP COM70.17%$773.07M+$357.49M