Combined portfolio
As of Q1 2014, the AlphaBaseline combined portfolio aggregates $288.35B of reported 13F holdings across 65 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 2014 it covers the 50 most widely held positions, worth $288.35B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q1 2014
- Coverage
- 65 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 | 61.27% | $79.18M |
| Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | BRK-B | BERKSHIRE HATHAWAY INC DEL | 48.61% | $9.63B |
| Prem Watsa - Fairfax Financial Holdings | RFP | RESOLUTE FOREST PRODUCTS | 41.27% | $582.62M |
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 | 29 | 1.88% | $13.44B | +$1.62B |
| 2 | WFC | WELLS FARGO & CO NEW | 23 | 4.73% | $33.7B | +$3.13B |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 23 | 1.77% | $12.65B | +$224.18M |
| 4 | ORCL | ORACLE CORP | 23 | 1.21% | $8.62B | +$605.16M |
| 5 | JNJ | Johnson & Johnson | 22 | 0.34% | $2.44B | +$219.1M |
| 6 | XOM | EXXON MOBIL CORP | 21 | 0.91% | $6.49B | -$293.64M |
| 7 | AAPL | APPLE INC | 20 | 0.99% | $7.06B | +$1.64B |
| 8 | KO | COCA COLA CO | 18 | 2.67% | $19.06B | -$1.79B |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | 18 | 1.91% | $13.61B | +$405.41M |
| 10 | WMT | WAL MART STORES INC | 18 | 1.12% | $7.98B | +$599.85M |
| 11 | BRK-A | Berkshire Hathaway - Cl A | 18 | 0.82% | $5.82B | +$110.98M |
| 12 | GE | GENERAL ELECTRIC CO | 18 | 0.42% | $2.98B | -$238.77M |
| 13 | C | CITIGROUP INC | 18 | 0.25% | $1.82B | +$365.35M |
| 14 | BAC | BANK OF AMERICA CORP | 17 | 0.97% | $6.95B | +$203.68M |
| 15 | USB | US BANCORP DEL | 17 | 0.73% | $5.2B | +$387.09M |
| 16 | V | VISA INC | 17 | 0.56% | $3.96B | -$319.79M |
| 17 | QCOM | QUALCOMM INC | 17 | 0.40% | $2.87B | -$234.71M |
| 18 | BK | Bank of New York Mellon Corp. | 16 | 1.35% | $9.66B | +$82.44M |
| 19 | PEP | PepsiCo, Inc. | 16 | 0.62% | $4.39B | +$98.84M |
| 20 | CSCO | Cisco Systems Inc. | 16 | 0.44% | $3.17B | +$26.02M |
| 21 | PG | Procter & Gamble | 15 | 0.99% | $7.03B | +$131.23M |
| 22 | SLB | SCHLUMBERGER LTD | 15 | 0.71% | $5.06B | +$581.52M |
| 23 | INTC | INTEL CORP | 15 | 0.49% | $3.49B | +$155.52M |
| 24 | AXP | AMERICAN EXPRESS CO | 14 | 2.47% | $17.62B | -$1.48B |
| 25 | AIG | AMERICAN INTL GROUP INC | 14 | 1.12% | $7.97B | -$43.49M |
| 26 | GOOGL | Google Inc. Class A | 14 | 0.92% | $6.56B | -$1.77B |
| 27 | MA | MASTERCARD INC | 14 | 0.72% | $5.14B | -$877.63M |
| 28 | NOV | NATIONAL OILWELL VARCO INC | 14 | 0.63% | $4.49B | +$1.29B |
| 29 | PM | Philip Morris International In | 14 | 0.26% | $1.85B | -$196.93M |
| 30 | VZ | VERIZON COMMUNICATIONS INC | 14 | 0.16% | $1.16B | +$1.06B |
| 31 | GS | GOLDMAN SACHS GROUP INC | 13 | 0.70% | $4.96B | -$471.64M |
| 32 | UNH | UnitedHealth Group Inc. | 13 | 0.49% | $3.52B | +$264.02M |
| 33 | MMM | 3M CO | 13 | 0.33% | $2.34B | -$64.81M |
| 34 | COP | CONOCOPHILLIPS | 13 | 0.29% | $2.09B | -$51.56M |
| 35 | MCD | MCDONALDS CORP | 13 | 0.24% | $1.7B | +$84.78M |
| 36 | DIS | DISNEY WALT CO | 13 | 0.19% | $1.33B | -$551.55M |
| 37 | LBTYK | LIBERTY GLOBAL PLC | 12 | 0.53% | $3.75B | +$1.54B |
| 38 | JPM | JPMORGAN CHASE & CO | 12 | 0.51% | $3.64B | +$451.08M |
| 39 | PFE | PFIZER INC | 12 | 0.36% | $2.54B | +$16.02M |
| 40 | ESRX | EXPRESS SCRIPTS HOLDING CO | 12 | 0.36% | $2.54B | +$488.65M |
| 41 | MRK | MERCK & CO. INC. | 12 | 0.34% | $2.44B | -$146.07M |
| 42 | BP | BP PLC - SPONS ADR | 12 | 0.18% | $1.28B | -$120.14M |
| 43 | DD | Du Pont E I De Nemours & Co. | 12 | 0.11% | $772.83M | +$28.91M |
| 44 | EBAY | EBAY INC | 11 | 0.55% | $3.92B | +$1.49B |
| 45 | CMCSA | COMCAST CORP-CLASS A | 11 | 0.52% | $3.73B | -$420.31M |
| 46 | TMO | THERMO FISHER SCIENTIFIC INC | 11 | 0.27% | $1.91B | -$66.74M |
| 47 | ABT | Abbott Laboratories | 11 | 0.18% | $1.27B | -$88.72M |
| 48 | CL | Colgate-Palmolive Co | 11 | 0.13% | $913.16M | -$14.54M |
| 49 | MO | Altria Group Inc | 11 | 0.05% | $335.97M | -$5.93M |
| 50 | VRX | Valeant Pharmaceuticals Intern | 10 | 1.57% | $11.17B | +$1.79B |