Combined portfolio
As of Q1 2014, the AlphaBaseline combined portfolio aggregates $229.45B 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 Q1 2014 it covers the 50 most widely held positions, worth $229.45B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q1 2014
- Coverage
- 47 managers included
13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-09-16.
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 |
| Prem Watsa - Fairfax Financial Holdings | RFP | RESOLUTE FOREST PRODUCTS | 40.88% | $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 | 20 | 2.38% | $11.86B | +$2.75B |
| 2 | WFC | WELLS FARGO & CO NEW | 17 | 6.32% | $31.47B | +$2.99B |
| 3 | XOM | EXXON MOBIL CORP | 16 | 1.00% | $4.97B | +$542.89M |
| 4 | JNJ | Johnson & Johnson | 15 | 0.40% | $2.01B | +$998.79M |
| 5 | BRK/B | BERKSHIRE HATHAWAY CL B | 15 | 0.29% | $1.46B | +$224.61M |
| 6 | GE | GENERAL ELECTRIC CO | 14 | 0.59% | $2.95B | -$236.68M |
| 7 | V | VISA INC | 14 | 0.55% | $2.75B | -$86.32M |
| 8 | KO | COCA COLA CO | 13 | 3.53% | $17.57B | +$88.41M |
| 9 | AXP | AMERICAN EXPRESS CO | 13 | 3.51% | $17.49B | -$1.63B |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS | 13 | 2.66% | $13.24B | +$392.46M |
| 11 | SLB | SCHLUMBERGER LTD | 13 | 1.02% | $5.06B | +$582.9M |
| 12 | BAC | BANK OF AMERICA CORP | 13 | 0.92% | $4.58B | +$42.48M |
| 13 | ORCL | ORACLE CORP | 13 | 0.77% | $3.85B | +$1.32B |
| 14 | BRK/A | Berkshire Hathaway Inc., Class A | 13 | 0.76% | $3.81B | +$30.49M |
| 15 | USB | US BANCORP DEL | 12 | 1.00% | $4.97B | +$984.8M |
| 16 | PEP | PepsiCo, Inc. | 12 | 0.67% | $3.33B | +$2.73B |
| 17 | AAPL | APPLE | 12 | 0.16% | $808.98M | -$1.47B |
| 18 | PG | Procter & Gamble | 11 | 1.41% | $7.01B | +$2.23B |
| 19 | WMT | WAL MART STORES INC | 11 | 1.29% | $6.44B | +$815.57M |
| 20 | MA | Mastercard Inc Cl A | 11 | 0.61% | $3.06B | -$283.23M |
| 21 | CSCO | Cisco Systems Inc. | 11 | 0.54% | $2.68B | +$1.4B |
| 22 | QCOM | QUALCOMM INC | 11 | 0.43% | $2.13B | -$313.17M |
| 23 | MMM | 3M CO | 11 | 0.42% | $2.11B | -$55.95M |
| 24 | PM | Philip Morris International In | 11 | 0.27% | $1.34B | -$134.99M |
| 25 | INTC | INTEL CORP | 11 | 0.25% | $1.26B | +$221.41M |
| 26 | VZ | VERIZON COMMUNICATIONS INC | 11 | 0.21% | $1.07B | +$968.83M |
| 27 | GOOGL | Google Inc. Class A | 10 | 1.06% | $5.29B | -$1.61B |
| 28 | CMCSA | COMCAST CORP-CLASS A | 10 | 0.74% | $3.66B | -$415.87M |
| 29 | SCHW | SCHWAB (CHARLES) CORP | 10 | 0.68% | $3.4B | +$134.1M |
| 30 | MRK | MERCK & CO. INC. | 10 | 0.49% | $2.43B | -$58.65M |
| 31 | COP | CONOCOPHILLIPS | 10 | 0.42% | $2.08B | +$387.23M |
| 32 | CL | Colgate-Palmolive Co | 10 | 0.18% | $912.93M | +$85.24M |
| 33 | C | CitiGroup, Inc. | 10 | 0.08% | $397.69M | -$235.11M |
| 34 | BK | Bank of New York Mellon Corp. | 9 | 1.44% | $7.18B | +$320.98M |
| 35 | FOXA | TwentyFirst Cen Fox A | 9 | 1.28% | $6.39B | +$1.68B |
| 36 | AIG | AMERICAN INTL GROUP INC | 9 | 1.06% | $5.26B | -$246.28M |
| 37 | GS | GOLDMAN SACHS GROUP INC | 9 | 0.82% | $4.1B | -$281M |
| 38 | LBTYK | LIBERTY GLOBAL PLC | 9 | 0.67% | $3.32B | +$1.31B |
| 39 | UNH | UnitedHealth Group Inc. | 9 | 0.49% | $2.45B | +$243.76M |
| 40 | LOW | LOWES COS INC | 9 | 0.38% | $1.91B | +$126.48M |
| 41 | DD | E I du Pont de Nemours & | 9 | 0.07% | $356.33M | -$7.88M |
| 42 | VRX | VALEANT PHARMACEUTICALS INTE | 8 | 1.30% | $6.45B | +$1.31B |
| 43 | ADBE | ADOBE SYSTEMS INC | 8 | 0.61% | $3.03B | +$483.57M |
| 44 | NOV | NATIONAL OILWELL VARCO INC | 8 | 0.53% | $2.63B | +$1.19B |
| 45 | PFE | PFIZER INC | 8 | 0.50% | $2.51B | +$14.65M |
| 46 | SYY | Sysco Corporation | 8 | 0.45% | $2.26B | +$1.34B |
| 47 | CVX | CHEVRON CORP | 8 | 0.31% | $1.54B | +$47.27M |
| 48 | DIS | DISNEY WALT CO | 8 | 0.23% | $1.12B | -$577.47M |
| 49 | UPS | United Parcel Service (UPS) | 8 | 0.19% | $927.32M | -$11.75M |
| 50 | BDX | Becton Dickinson | 8 | 0.11% | $550.02M | +$221.31M |