Combined portfolio
As of Q4 2013, the AlphaBaseline combined portfolio aggregates $279.87B of reported 13F holdings across 66 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 $279.87B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q4 2013
- Coverage
- 66 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.
| Daily Journal Corp (Charlie Munger) - Daily Journal Corp | WFC | Wells Fargo & Co | 60.84% | $72.27M |
| Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | BRK-B | BERKSHIRE HATHAWAY INC DEL | 48.51% | $9.73B |
| Bruce Berkowitz - Fairholme Capital | AIG | AMERICAN INTL GROUP INC | 41.91% | $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.
| 1 | MSFT | MICROSOFT CORP | 28 | 1.68% | $11.82B | +$1.99B |
| 2 | JNJ | Johnson & Johnson | 25 | 0.31% | $2.22B | -$108.12M |
| 3 | ORCL | ORACLE CORP | 23 | 1.14% | $8.02B | +$1.7B |
| 4 | AAPL | APPLE INC | 23 | 0.77% | $5.42B | +$1.23B |
| 5 | WFC | WELLS FARGO & CO NEW | 22 | 4.34% | $30.57B | +$2.84B |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 22 | 1.76% | $12.43B | -$4.8M |
| 7 | XOM | EXXON MOBIL CORP | 21 | 0.96% | $6.79B | +$1.17B |
| 8 | WMT | WAL MART STORES INC | 20 | 1.05% | $7.38B | +$695.11M |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | 19 | 1.87% | $13.2B | +$173M |
| 10 | GOOGL | Google Inc. Class A | 19 | 1.18% | $8.32B | +$1.22B |
| 11 | KO | COCA COLA CO | 18 | 2.96% | $20.84B | +$1.71B |
| 12 | BAC | BANK OF AMERICA CORP | 18 | 0.96% | $6.75B | +$885.98M |
| 13 | BRK-A | Berkshire Hathaway - Cl A | 18 | 0.81% | $5.71B | -$48.56M |
| 14 | GE | GENERAL ELECTRIC CO | 18 | 0.46% | $3.21B | +$617.22M |
| 15 | AXP | AMERICAN EXPRESS CO | 17 | 2.71% | $19.1B | +$2.76B |
| 16 | V | VISA INC | 17 | 0.61% | $4.28B | +$429.18M |
| 17 | INTC | INTEL CORP | 17 | 0.47% | $3.33B | +$432.44M |
| 18 | C | CITIGROUP INC | 17 | 0.21% | $1.45B | +$135.63M |
| 19 | BK | Bank of New York Mellon Corp. | 16 | 1.36% | $9.58B | +$1.32B |
| 20 | USB | US BANCORP DEL | 16 | 0.68% | $4.81B | +$481.46M |
| 21 | PEP | PepsiCo, Inc. | 16 | 0.61% | $4.29B | +$400.57M |
| 22 | QCOM | QUALCOMM INC | 16 | 0.44% | $3.11B | +$232.68M |
| 23 | PG | Procter & Gamble | 15 | 0.98% | $6.9B | +$272.35M |
| 24 | MA | MASTERCARD INC | 15 | 0.86% | $6.02B | +$1.19B |
| 25 | SLB | SCHLUMBERGER LTD | 15 | 0.64% | $4.48B | +$35.59M |
| 26 | CSCO | Cisco Systems Inc. | 15 | 0.45% | $3.15B | +$271.4M |
| 27 | PM | Philip Morris International In | 15 | 0.29% | $2.05B | -$42.74M |
| 28 | AIG | AMERICAN INTL GROUP INC | 14 | 1.14% | $8.02B | +$152.76M |
| 29 | GS | GOLDMAN SACHS GROUP INC | 14 | 0.77% | $5.43B | +$2.51B |
| 30 | JPM | JPMORGAN CHASE & CO | 14 | 0.45% | $3.19B | +$411.14M |
| 31 | MMM | 3M CO | 14 | 0.34% | $2.4B | +$257.3M |
| 32 | DIS | DISNEY WALT CO | 14 | 0.27% | $1.88B | +$284.92M |
| 33 | MCD | MCDONALD S CORP | 14 | 0.23% | $1.61B | +$158.87M |
| 34 | BP | BP PLC - SPONS ADR | 14 | 0.20% | $1.4B | +$219.46M |
| 35 | MRK | MERCK & CO. INC. | 13 | 0.37% | $2.58B | -$12.97M |
| 36 | PFE | PFIZER INC | 13 | 0.36% | $2.52B | +$109.48M |
| 37 | COP | CONOCOPHILLIPS | 13 | 0.30% | $2.14B | -$146.16M |
| 38 | DD | Du Pont E I De Nemours & Co. | 13 | 0.11% | $743.91M | +$179.94M |
| 39 | ABT | Abbott Laboratories | 12 | 0.19% | $1.36B | +$243.7M |
| 40 | MO | Altria Group Inc | 12 | 0.05% | $341.9M | +$23.74M |
| 41 | HPQ | HEWLETT-PACKARD CO | 11 | 0.88% | $6.18B | +$1.66B |
| 42 | DTV | DIRECTV | 11 | 0.72% | $5.06B | +$705.81M |
| 43 | CMCSA | COMCAST CORP-CLASS A | 11 | 0.59% | $4.15B | -$168.56M |
| 44 | UNH | UnitedHealth Group Inc. | 11 | 0.46% | $3.25B | +$420.82M |
| 45 | NOV | NATIONAL OILWELL VARCO INC | 11 | 0.45% | $3.19B | +$252.97M |
| 46 | EBAY | EBAY INC | 11 | 0.35% | $2.43B | +$695.16M |
| 47 | ESRX | Express Scripts Holding Co. | 11 | 0.29% | $2.05B | +$267.88M |
| 48 | LOW | LOWES COS INC | 11 | 0.27% | $1.88B | -$54.59M |
| 49 | CVX | CHEVRON CORP | 11 | 0.21% | $1.5B | +$31.4M |
| 50 | RDSA | ROYAL DUTCH SHELL PLC-ADR | 11 | 0.19% | $1.33B | +$136.3M |