Combined portfolio
As of Q3 2014, the AlphaBaseline combined portfolio aggregates $303.55B 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 Q3 2014 it covers the 50 most widely held positions, worth $303.55B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q3 2014
- Coverage
- 65 managers included
13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-11-02.
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 | 62.30% | $82.57M |
| Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | BRK-B | BERKSHIRE HATHAWAY INC DEL | 53.21% | $11.55B |
| Bruce Berkowitz - Fairholme Capital | AIG | AMERICAN INTL GROUP INC | 44.86% | $3.26B |
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 | 1.97% | $14.73B | +$994.74M |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 24 | 1.99% | $14.9B | +$2.74B |
| 3 | WFC | WELLS FARGO & CO NEW | 23 | 4.61% | $34.52B | -$687.3M |
| 4 | ORCL | ORACLE CORP | 22 | 1.09% | $8.16B | -$257.42M |
| 5 | JNJ | Johnson & Johnson | 22 | 0.34% | $2.55B | -$37.34M |
| 6 | AAPL | APPLE INC | 21 | 1.16% | $8.65B | +$318.29M |
| 7 | XOM | EXXON MOBIL CORP | 20 | 0.80% | $6.01B | -$429.35M |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS | 19 | 1.94% | $14.49B | +$1.34B |
| 9 | GE | GENERAL ELECTRIC CO | 19 | 0.32% | $2.42B | -$70.7M |
| 10 | KO | COCA COLA CO | 18 | 2.71% | $20.27B | -$498.63M |
| 11 | BRK-A | Berkshire Hathaway - Cl A | 18 | 0.83% | $6.23B | +$438.83M |
| 12 | GOOGL | Google Inc. Class A | 18 | 0.68% | $5.1B | +$769.23M |
| 13 | C | CITIGROUP INC | 18 | 0.51% | $3.81B | +$1.35B |
| 14 | WMT | WAL MART STORES INC | 17 | 1.22% | $9.11B | +$542.24M |
| 15 | V | VISA INC | 17 | 0.56% | $4.22B | +$218.69M |
| 16 | CSCO | Cisco Systems Inc. | 17 | 0.36% | $2.68B | -$863M |
| 17 | MCD | MCDONALDS CORP | 17 | 0.35% | $2.65B | +$462.05M |
| 18 | BK | BANK OF NEW YORK MELLON CORP/T | 16 | 1.46% | $10.92B | +$330.19M |
| 19 | BAC | BANK OF AMERICA CORP | 16 | 1.00% | $7.52B | +$1.13B |
| 20 | GOOG | GOOGLE INC | 16 | 0.55% | $4.15B | -$107.54M |
| 21 | PM | Philip Morris International In | 16 | 0.24% | $1.78B | -$135.98M |
| 22 | PG | Procter & Gamble | 15 | 1.00% | $7.46B | +$474.41M |
| 23 | MA | MASTERCARD INC | 15 | 0.97% | $7.24B | +$1.4B |
| 24 | EBAY | EBAY INC | 15 | 0.88% | $6.56B | +$2.51B |
| 25 | PEP | PepsiCo, Inc. | 15 | 0.67% | $5B | +$400.68M |
| 26 | USB | US BANCORP DEL | 15 | 0.66% | $4.94B | -$164.98M |
| 27 | AXP | AMERICAN EXPRESS CO | 14 | 2.19% | $16.37B | -$1.46B |
| 28 | AIG | AMERICAN INTL GROUP INC | 14 | 1.00% | $7.48B | -$545.13M |
| 29 | SLB | SCHLUMBERGER LTD | 14 | 0.65% | $4.83B | -$692.76M |
| 30 | JPM | JPMORGAN CHASE & CO | 14 | 0.61% | $4.6B | +$505.42M |
| 31 | ESRX | EXPRESS SCRIPTS HOLDING CO | 14 | 0.45% | $3.34B | +$241.37M |
| 32 | QCOM | QUALCOMM | 14 | 0.20% | $1.51B | -$407.9M |
| 33 | GS | GOLDMAN SACHS GROUP INC/THE | 13 | 0.86% | $6.41B | +$834.66M |
| 34 | NOV | NATIONAL OILWELL VARCO INC | 13 | 0.62% | $4.62B | -$336.25M |
| 35 | INTC | INTEL CORP | 13 | 0.61% | $4.56B | +$239.34M |
| 36 | LBTYK | Liberty Global Plc Series C | 13 | 0.48% | $3.62B | -$241.49M |
| 37 | MRK | MERCK & CO INC | 13 | 0.29% | $2.2B | -$21.66M |
| 38 | MMM | 3M CO | 13 | 0.29% | $2.18B | -$41.82M |
| 39 | COP | CONOCOPHILLIPS | 13 | 0.19% | $1.39B | -$266.35M |
| 40 | DIS | DISNEY WALT CO | 13 | 0.15% | $1.11B | +$18.28M |
| 41 | DD | Du Pont E I De Nemours & Co. | 13 | 0.11% | $841.26M | +$86.94M |
| 42 | UNH | UNITEDHEALTH GROUP INC | 12 | 0.49% | $3.65B | +$105.4M |
| 43 | LOW | LOWES COS INC | 12 | 0.29% | $2.18B | +$63.62M |
| 44 | TMO | THERMO FISHER SCIENTIFIC INC | 12 | 0.24% | $1.8B | +$51.77M |
| 45 | PFE | PFIZER INC | 12 | 0.22% | $1.61B | -$117.49M |
| 46 | ABT | Abbott Laboratories | 12 | 0.17% | $1.24B | -$52.12M |
| 47 | VZ | VERIZON COMMUNICATIONS INC | 12 | 0.14% | $1.05B | +$112.49M |
| 48 | CMCSA | COMCAST CORP | 11 | 0.63% | $4.75B | -$135.95M |
| 49 | BP | BP PLC - SPONS ADR | 11 | 0.15% | $1.1B | -$124.88M |
| 50 | NVS | NOVARTIS AG | 10 | 0.67% | $5.04B | +$227.51M |