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Combined portfolio

As of Q4 2013, the AlphaBaseline combined portfolio aggregates $201.35B of reported 13F holdings across 47 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 2013 it covers the 50 most widely held positions, worth $201.35B in aggregate reported value.

Source
Aggregate SEC 13F data
Period
Q4 2013
Coverage
47 managers included

13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-09-16.

Most owned

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

MSFT181.95%
JNJ170.22%
AXP164.09%
AAPL150.49%
WFC156.09%
XOM150.95%
GE140.68%
GOOGL141.47%
IBM142.75%
BAC130.97%

Top by % of combined

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

WFC6.09%$28.48B
AXP4.09%$19.13B
KO3.74%$17.48B
IBM2.75%$12.85B
MSFT1.95%$9.11B
GOOGL1.47%$6.9B
BK1.47%$6.86B
WMT1.20%$5.62B
AIG1.18%$5.51B
VRX1.10%$5.14B

Top buys

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

GS10$2.05B
CTSH23$1.52B
DG21$1.44B
GHC30$1.2B
AAPL35$1.03B
DVA41$1B
QCOM15$985.98M
VRX20$973.4M
PCLN11$923.29M
LBTYA42$902.24M

Top sells

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

PG15$-3.99B
PEP24$-3.12B
FOXA23$-1.66B
KO15$-1.61B
BCR11$-1.32B
SYY15$-1.29B
MDLZ10$-1.25B
JNJ18$-1.15B
WPO30$-1.11B
CSCO12$-1.07B

Big bets

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

Daily Journal Corp (Charlie Munger) - Daily Journal CorpWFCWells Fargo & Co60.84%$72.27M
Bruce Berkowitz - Fairholme CapitalAIGAMERICAN INTL GROUP INC41.91%$4.07B

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.

1MSFTMICROSOFT CORP181.95%$9.11B+$933.21M
2JNJJOHNSON & JOHNSON170.22%$1.02B-$1.04B
3AXPAMERICAN EXPRESS CO164.09%$19.13B+$3.37B
4WFCWELLS FARGO & CO NEW156.09%$28.48B+$2.42B
5XOMEXXON MOBIL CORP150.95%$4.42B+$131.56M
6AAPLAPPLE INC150.49%$2.28B+$1.41B
7IBMINTERNATIONAL BUSINESS MACHS142.75%$12.85B+$167.91M
8GOOGLGoogle Inc. Class A141.47%$6.9B+$1.7B
9GEGENERAL ELECTRIC CO140.68%$3.19B+$612.91M
10BACBANK OF AMERICA CORP130.97%$4.54B+$372.21M
11VVISA INC130.61%$2.83B+$269.36M
12KOCOCA COLA CO123.74%$17.48B-$28.11M
13WMTWAL MART STORES INC121.20%$5.62B+$285.43M
14SLBSCHLUMBERGER LTD120.96%$4.48B+$35.18M
15ORCLORACLE CORP120.54%$2.53B-$79.81M
16MMM3M CO120.46%$2.16B+$585.97M
17BRK/BBERKSHIRE HATHAWAY CL B120.26%$1.23B+$39.51M
18BRK/ABerkshire Hathaway Inc., Class A110.81%$3.78B-$127.29M
19MAMastercard Inc Cl A110.71%$3.34B+$898.43M
20MRKMERCK & CO. INC.110.53%$2.49B-$13.35M
21CCITIGROUP INC110.14%$632.81M+$58.95M
22PEPPepsico Inc110.13%$602.95M-$2.96B
23PGPROCTER & GAMBLE CO101.02%$4.77B-$3.36B
24CMCSACOMCAST CORP-CLASS A100.87%$4.08B-$175.83M
25USBUS BANCORP DEL100.85%$3.99B-$75.24M
26SCHWSCHWAB (CHARLES) CORP100.70%$3.27B+$412.41M
27QCOMQUALCOMM INC100.52%$2.45B+$1.12B
28PMPhilip Morris International In100.31%$1.47B-$61.92M
29INTCINTEL CORP100.22%$1.04B-$145.74M
30BPBP PLC100.11%$512.23M+$104.72M
31DDE I du Pont de Nemours &100.08%$364.21M-$195.46M
32AIGAMERICAN INTL GROUP INC91.18%$5.51B+$665.41M
33GSGOLDMAN SACHS GROUP INC90.94%$4.38B+$2.3B
34PFEPFIZER INC90.53%$2.49B+$107.75M
35LOWLOWES COS INC90.38%$1.79B-$2.18M
36DISDISNEY WALT CO90.36%$1.7B+$288.45M
37COPCONOCOPHILLIPS90.36%$1.69B-$585.02M
38CSCOCISCO SYS INC90.27%$1.27B-$1.17B
39SYYSYSCO CORP90.20%$926.08M-$1.02B
40CLColgate-Palmolive Co90.18%$827.69M+$273.94M
41MCDMICROSOFT CORP90.04%$205.66M+$26.67M
42BKBank of New York Mellon Corp.81.47%$6.86B+$332.91M
43BIDUBAIDU INC80.55%$2.56B+$1.04B
44CVXCHEVRON CORP80.32%$1.49B+$26.27M
45LBTYALIBERTY GLOBAL PLC80.32%$1.48B+$965.23M
46ADPAutomatic Data Processing80.16%$758.82M+$316.3M
47ABTAbbott Labs80.12%$582.67M+$335.42M
48BAXBAXTER INTERNATIONAL INC80.08%$354.04M-$41.15M
49MOAltria Group Inc80.06%$286.24M+$6.48M
50VRXVALEANT PHARMACEUTICALS INTE71.10%$5.14B+$1.44B