Combined portfolio
As of Q3 2013, the AlphaBaseline combined portfolio aggregates $254.51B of reported 13F holdings across 64 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 Q3 2013 it covers the 50 most widely held positions, worth $254.51B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q3 2013
- Coverage
- 64 managers included
13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-11-03.
Big bets
Each of these is a single position worth at least 40% of one manager's portfolio, marking their highest-conviction wagers.
| Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | BRK-B | BERKSHIRE HATHAWAY INC DEL | 50.75% | $9.88B |
| Bruce Berkowitz - Fairholme Capital | AIG | AMERICAN INTL GROUP INC | 48.93% | $4.13B |
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 | MSFT | MICROSOFT CORP | 27 | 1.54% | $9.83B | +$574.98M |
| 2 | JNJ | Johnson & Johnson | 25 | 0.36% | $2.33B | -$195.63M |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 22 | 1.95% | $12.43B | +$1.67B |
| 4 | ORCL | ORACLE CORP | 22 | 0.99% | $6.32B | +$1.16B |
| 5 | AAPL | APPLE INC | 22 | 0.66% | $4.2B | +$2.36B |
| 6 | XOM | EXXON MOBIL CORP | 21 | 0.88% | $5.62B | +$686.88M |
| 7 | WFC | WELLS FARGO & CO NEW | 20 | 4.35% | $27.74B | +$155.87M |
| 8 | GOOGL | Google Inc. Class A | 20 | 1.11% | $7.1B | -$494.62M |
| 9 | WMT | WAL MART STORES INC | 20 | 1.05% | $6.68B | +$20.43M |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS | 19 | 2.04% | $13.03B | -$538.11M |
| 11 | GE | GENERAL ELECTRIC CO | 19 | 0.41% | $2.6B | +$10.77M |
| 12 | KO | COCA COLA CO | 18 | 3.00% | $19.14B | -$590.66M |
| 13 | BRK-A | Berkshire Hathaway Inc., Class A | 18 | 0.90% | $5.76B | +$67.42M |
| 14 | V | VISA INC | 18 | 0.60% | $3.85B | +$513.24M |
| 15 | INTC | INTEL CORP | 17 | 0.45% | $2.9B | -$142.69M |
| 16 | AXP | AMERICAN EXPRESS CO | 16 | 2.56% | $16.34B | +$921.11M |
| 17 | PG | Procter & Gamble | 16 | 1.04% | $6.63B | -$728.26M |
| 18 | MA | MASTERCARD INC | 16 | 0.76% | $4.83B | +$945.97M |
| 19 | PEP | PepsiCo, Inc. | 16 | 0.61% | $3.89B | +$531.95M |
| 20 | QCOM | QUALCOMM INC | 16 | 0.45% | $2.87B | +$780.25M |
| 21 | PM | Philip Morris International In | 16 | 0.33% | $2.09B | +$44.27M |
| 22 | BK | Bank of New York Mellon Corp. | 15 | 1.29% | $8.26B | +$428.82M |
| 23 | BAC | BANK OF AMERICA CORP | 15 | 0.92% | $5.86B | +$1.17B |
| 24 | SLB | SCHLUMBERGER LTD | 15 | 0.70% | $4.44B | +$946.1M |
| 25 | CSCO | Cisco Systems Inc. | 15 | 0.45% | $2.87B | -$321.82M |
| 26 | PFE | PFIZER INC | 15 | 0.38% | $2.41B | -$18.49M |
| 27 | MMM | 3M CO | 15 | 0.34% | $2.14B | +$181.73M |
| 28 | DIS | DISNEY WALT CO | 15 | 0.25% | $1.6B | +$337.49M |
| 29 | C | CITIGROUP INC | 15 | 0.21% | $1.32B | +$387.75M |
| 30 | USB | US BANCORP DEL | 14 | 0.68% | $4.33B | +$9.46M |
| 31 | AIG | AMERICAN INTL GROUP INC | 13 | 1.23% | $7.86B | +$451.56M |
| 32 | GS | GOLDMAN SACHS GROUP INC | 13 | 0.46% | $2.92B | +$25.33M |
| 33 | JPM | JPMORGAN CHASE & CO | 13 | 0.44% | $2.78B | +$23.63M |
| 34 | COP | CONOCOPHILLIPS | 13 | 0.36% | $2.28B | -$350.46M |
| 35 | LOW | LOWES COS INC | 13 | 0.30% | $1.93B | +$791.3M |
| 36 | MCD | MCDONALDS CORP | 13 | 0.23% | $1.45B | +$118.23M |
| 37 | DD | Du Pont E I De Nemours & Co. | 13 | 0.09% | $563.98M | -$9.02M |
| 38 | UNH | UnitedHealth Group Inc. | 12 | 0.44% | $2.83B | +$516.97M |
| 39 | MRK | MERCK & CO. INC. | 12 | 0.41% | $2.59B | -$18.3M |
| 40 | MO | Altria Group Inc | 12 | 0.05% | $318.16M | +$20.75M |
| 41 | CMCSA | COMCAST CORP-CLASS A | 11 | 0.68% | $4.32B | +$541.36M |
| 42 | NOV | NATIONAL OILWELL VARCO INC | 11 | 0.46% | $2.94B | +$845.63M |
| 43 | SCHW | SCHWAB (CHARLES) CORP | 11 | 0.45% | $2.86B | -$108.67M |
| 44 | ESRX | Express Scripts Holding Co. | 11 | 0.28% | $1.78B | +$53.74M |
| 45 | RDSA | ROYAL DUTCH SHELL PLC-ADR | 11 | 0.19% | $1.2B | +$65.53M |
| 46 | BP | BP PLC - SPONS ADR | 11 | 0.18% | $1.18B | -$491.82M |
| 47 | ABT | Abbott Laboratories | 11 | 0.18% | $1.12B | +$224.56M |
| 48 | CL | Colgate-Palmolive Co | 11 | 0.13% | $850.34M | +$77.41M |
| 49 | FOXA | TwentyFirst Cen Fox A | 10 | 1.06% | $6.78B | +$5.24B |
| 50 | FDX | FEDEX CORP | 10 | 1.03% | $6.55B | +$1.17B |