Combined portfolio
As of Q2 2014, the AlphaBaseline combined portfolio aggregates $288.72B 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 Q2 2014 it covers the 50 most widely held positions, worth $288.72B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q2 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 | 64.41% | $83.67M |
| Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | BRK-B | BERKSHIRE HATHAWAY INC DEL | 45.66% | $9.12B |
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 | 1.83% | $13.74B | +$297.67M |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 24 | 1.62% | $12.16B | -$494.73M |
| 3 | WFC | WELLS FARGO & CO NEW | 23 | 4.70% | $35.21B | +$1.5B |
| 4 | ORCL | ORACLE CORP | 23 | 1.12% | $8.42B | -$200.48M |
| 5 | AAPL | APPLE INC | 22 | 1.11% | $8.33B | +$1.27B |
| 6 | JNJ | Johnson & Johnson | 22 | 0.34% | $2.59B | +$149.42M |
| 7 | XOM | EXXON MOBIL CORP | 20 | 0.86% | $6.44B | -$53.97M |
| 8 | GE | GENERAL ELECTRIC CO | 19 | 0.33% | $2.49B | -$480.92M |
| 9 | KO | COCA COLA CO | 18 | 2.77% | $20.77B | +$1.71B |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS | 18 | 1.75% | $13.15B | -$454.77M |
| 11 | BRK-A | Berkshire Hathaway - Cl A | 18 | 0.77% | $5.79B | -$35.17M |
| 12 | GOOGL | Google Inc. Class A | 18 | 0.58% | $4.33B | -$2.23B |
| 13 | GOOG | GOOGLE INC-CL C | 18 | 0.57% | $4.26B | +$3.88B |
| 14 | WMT | WAL MART STORES INC | 17 | 1.14% | $8.57B | +$588.65M |
| 15 | USB | US BANCORP DEL | 17 | 0.68% | $5.11B | -$88.67M |
| 16 | V | VISA INC | 17 | 0.53% | $4B | +$41.77M |
| 17 | BK | BANK OF NEW YORK MELLON CORP | 16 | 1.41% | $10.59B | +$927.15M |
| 18 | PG | Procter & Gamble | 16 | 0.93% | $6.99B | -$44.02M |
| 19 | INTC | INTEL CORP | 16 | 0.58% | $4.32B | +$836.1M |
| 20 | CSCO | Cisco Systems Inc. | 16 | 0.47% | $3.54B | +$369.59M |
| 21 | MCD | MCDONALDS CORP | 16 | 0.29% | $2.19B | +$494.8M |
| 22 | MA | MASTERCARD INC | 15 | 0.78% | $5.85B | +$703.95M |
| 23 | SLB | SCHLUMBERGER LTD | 15 | 0.74% | $5.53B | +$467.54M |
| 24 | PEP | PepsiCo, Inc. | 15 | 0.61% | $4.6B | +$211.77M |
| 25 | QCOM | QUALCOMM | 15 | 0.26% | $1.92B | -$954.58M |
| 26 | PM | Philip Morris International In | 15 | 0.26% | $1.91B | +$61.69M |
| 27 | AIG | AMERICAN INTL GROUP INC | 14 | 1.07% | $8.03B | +$53.83M |
| 28 | BAC | BANK OF AMERICA CORP | 14 | 0.85% | $6.38B | -$567.86M |
| 29 | GS | GOLDMAN SACHS GROUP INC | 14 | 0.74% | $5.57B | +$614.37M |
| 30 | C | CITIGROUP INC | 14 | 0.33% | $2.47B | +$649.45M |
| 31 | AXP | AMERICAN EXPRESS CO | 13 | 2.38% | $17.83B | +$213.29M |
| 32 | NOV | NATIONAL OILWELL VARCO INC | 13 | 0.66% | $4.95B | +$468.69M |
| 33 | MMM | 3M CO | 13 | 0.30% | $2.22B | -$114.79M |
| 34 | COP | CONOCOPHILLIPS | 13 | 0.22% | $1.65B | -$432.48M |
| 35 | ABT | Abbott Laboratories | 13 | 0.17% | $1.29B | +$14.54M |
| 36 | DIS | DISNEY WALT CO | 13 | 0.15% | $1.09B | -$238.61M |
| 37 | CMCSA | COMCAST CORP-CLASS A | 12 | 0.65% | $4.89B | +$1.16B |
| 38 | JPM | JPMORGAN CHASE & CO | 12 | 0.55% | $4.09B | +$450.63M |
| 39 | EBAY | EBAY INC | 12 | 0.54% | $4.05B | +$128.11M |
| 40 | LBTYK | Liberty Global Plc Series C | 12 | 0.52% | $3.86B | +$113.12M |
| 41 | UNH | UNITEDHEALTH GROUP INC | 12 | 0.47% | $3.55B | +$32.08M |
| 42 | ESRX | EXPRESS SCRIPTS HOLDING CO | 12 | 0.41% | $3.1B | +$558.94M |
| 43 | MRK | MERCK & CO. INC. | 12 | 0.30% | $2.22B | -$215.91M |
| 44 | TMO | THERMO FISHER SCIENTIFIC INC | 12 | 0.23% | $1.75B | -$154.35M |
| 45 | PFE | PFIZER INC | 12 | 0.23% | $1.73B | -$810.79M |
| 46 | BP | BP PLC - SPONS ADR | 12 | 0.16% | $1.22B | -$53.39M |
| 47 | VZ | VERIZON COMMUNICATIONS INC | 12 | 0.12% | $935.87M | -$219.95M |
| 48 | DD | Du Pont E I De Nemours & Co. | 12 | 0.10% | $754.32M | -$18.5M |
| 49 | CVS | CVS Caremark Corp. | 11 | 0.25% | $1.91B | -$157.3M |
| 50 | MO | Altria Group Inc | 11 | 0.05% | $389.61M | +$53.64M |