Combined portfolio
As of Q2 2014, the AlphaBaseline combined portfolio aggregates $217.1B of reported 13F holdings across 48 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 $217.1B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q2 2014
- Coverage
- 48 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 | 64.41% | $83.67M |
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 | 17 | 2.12% | $10.32B | -$1.54B |
| 2 | WFC | WELLS FARGO & CO NEW | 15 | 6.74% | $32.86B | +$1.39B |
| 3 | BRK/B | BERKSHIRE HATHAWAY CL B | 15 | 0.29% | $1.43B | -$22.78M |
| 4 | GE | GENERAL ELECTRIC CO | 14 | 0.51% | $2.48B | -$466.95M |
| 5 | XOM | EXXON MOBIL CORP | 13 | 1.05% | $5.1B | +$131.73M |
| 6 | V | VISA INC | 13 | 0.48% | $2.32B | -$428.04M |
| 7 | AAPL | APPLE INC | 13 | 0.44% | $2.12B | +$1.32B |
| 8 | JNJ | Johnson & Johnson | 13 | 0.39% | $1.92B | -$96.78M |
| 9 | KO | COCA COLA CO | 12 | 3.90% | $19.02B | +$1.45B |
| 10 | SLB | SCHLUMBERGER LTD | 12 | 1.13% | $5.53B | +$467.3M |
| 11 | BRK/A | Berkshire Hathaway Inc., Class A | 12 | 0.62% | $3.02B | -$788.97M |
| 12 | AXP | AMERICAN EXPRESS CO | 11 | 3.48% | $16.96B | -$527.71M |
| 13 | IBM | INTERNATIONAL BUSINESS MACHS | 11 | 2.63% | $12.81B | -$436.41M |
| 14 | PEP | PepsiCo, Inc. | 11 | 0.86% | $4.21B | +$872.17M |
| 15 | MA | MASTERCARD INC | 11 | 0.69% | $3.38B | +$319.7M |
| 16 | GOOG | GOOGLE INC-CL C | 11 | 0.69% | $3.37B | +$2.99B |
| 17 | GOOGL | Google Inc. Class A | 11 | 0.59% | $2.86B | -$2.43B |
| 18 | ORCL | Oracle Corporation | 11 | 0.44% | $2.15B | -$1.7B |
| 19 | PM | Philip Morris International In | 11 | 0.28% | $1.38B | +$40.62M |
| 20 | PG | Procter & Gamble | 10 | 1.38% | $6.73B | -$278.57M |
| 21 | CMCSA | COMCAST CORP-CLASS A | 10 | 0.98% | $4.76B | +$1.09B |
| 22 | USB | US BANCORP DEL | 10 | 0.90% | $4.38B | -$591.95M |
| 23 | BAC | BANK OF AMERICA CORP | 10 | 0.80% | $3.92B | -$661.8M |
| 24 | INTC | Intel Corporation | 10 | 0.08% | $391.17M | -$872.21M |
| 25 | MCD | MICROSOFT | 10 | 0.06% | $301.68M | +$74.59M |
| 26 | BK | BANK OF NEW YORK MELLON CORP | 9 | 1.50% | $7.32B | +$145.61M |
| 27 | WMT | WAL MART STORES INC | 9 | 1.42% | $6.91B | +$469.38M |
| 28 | AIG | AMERICAN INTL GROUP INC | 9 | 1.02% | $4.99B | -$271.48M |
| 29 | GS | GOLDMAN SACHS GROUP INC | 9 | 0.94% | $4.56B | +$465.94M |
| 30 | LBTYK | Liberty Global Plc Series C | 9 | 0.72% | $3.53B | +$206.58M |
| 31 | MRK | MERCK & CO. INC. | 9 | 0.43% | $2.12B | -$315.91M |
| 32 | CSCO | Cisco Systems Inc. | 9 | 0.39% | $1.91B | -$770.5M |
| 33 | QCOM | QUALCOMM | 9 | 0.23% | $1.1B | -$1.04B |
| 34 | MMM | 3M Company (MMM) | 9 | 0.21% | $1B | -$1.1B |
| 35 | COP | ConocoPhillips | 9 | 0.20% | $985.82M | -$1.09B |
| 36 | LOW | LOWES COS INC | 8 | 0.40% | $1.94B | +$25.5M |
| 37 | DIS | DISNEY WALT CO | 8 | 0.17% | $841.41M | -$280.55M |
| 38 | VZ | VERIZON COMMUNICATIONS INC | 8 | 0.16% | $775.83M | -$290.97M |
| 39 | DD | Du Pont E I De Nemours & Co. | 8 | 0.13% | $621.04M | +$264.71M |
| 40 | FOXA | TWENTY-FIRST CENTURY FOX-A | 7 | 1.09% | $5.29B | -$1.1B |
| 41 | BIDU | BAIDU INC | 7 | 0.87% | $4.23B | +$1.23B |
| 42 | SCHW | SCHWAB (CHARLES) CORP | 7 | 0.68% | $3.31B | -$95.19M |
| 43 | UNH | UNITEDHEALTH GROUP INC | 7 | 0.52% | $2.54B | +$84.72M |
| 44 | NOV | NATIONAL OILWELL VARCO INC | 7 | 0.44% | $2.13B | -$498.06M |
| 45 | EBAY | EBAY INC | 7 | 0.42% | $2.06B | +$47.83M |
| 46 | WAG | WALGREEN CO | 7 | 0.39% | $1.89B | +$78.18M |
| 47 | SYY | Sysco Corporation | 7 | 0.33% | $1.63B | -$634.04M |
| 48 | UPS | United Parcel Service (UPS) | 7 | 0.15% | $708.1M | -$219.21M |
| 49 | WLP | WellPoint, Inc. | 7 | 0.14% | $664.64M | -$383.2M |
| 50 | C | CitiGroup, Inc. | 7 | 0.07% | $325.46M | -$72.23M |