Combined portfolio
As of Q4 2014, the AlphaBaseline combined portfolio aggregates $298.13B of reported 13F holdings across 68 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 Q4 2014 it covers the 50 most widely held positions, worth $298.13B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q4 2014
- Coverage
- 68 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.
| Norbert Lou - Punch Card Management | BRK/A | BERKSHIRE HATHAWAY INC DEL | 65.61% | $84.3K |
| Daily Journal Corp (Charlie Munger) - Daily Journal Corp | WFC | Wells Fargo & Co | 64.48% | $87.26M |
| Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | BRK-B | BERKSHIRE HATHAWAY INC DEL | 59.04% | $11.81B |
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 | 27 | 1.72% | $13.25B | -$2.79B |
| 2 | WFC | WELLS FARGO & CO NEW | 26 | 4.70% | $36.16B | +$1.5B |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 25 | 1.92% | $14.73B | -$172.75M |
| 4 | ORCL | ORACLE CORP | 22 | 1.20% | $9.23B | -$112.97M |
| 5 | JNJ | Johnson & Johnson | 21 | 0.31% | $2.37B | -$1.1B |
| 6 | C | CITIGROUP INC | 20 | 0.52% | $4.03B | +$219.71M |
| 7 | AAPL | APPLE INC | 20 | 0.52% | $3.98B | -$4.81B |
| 8 | MA | MASTERCARD INC | 19 | 1.09% | $8.42B | +$1.17B |
| 9 | BRK-A | Berkshire Hathaway - Cl A | 19 | 0.79% | $6.11B | -$120.1M |
| 10 | V | VISA INC | 19 | 0.68% | $5.21B | +$989.3M |
| 11 | WMT | WAL MART STORES INC | 18 | 1.35% | $10.41B | +$1.05B |
| 12 | GOOG | Google Inc | 18 | 0.61% | $4.72B | +$570.25M |
| 13 | GE | General Electric Co | 18 | 0.26% | $1.99B | -$430.78M |
| 14 | XOM | Exxon Mobil Corp. | 18 | 0.18% | $1.36B | -$5.31B |
| 15 | BAC | Bank of America Corp | 17 | 1.03% | $7.9B | +$380.82M |
| 16 | GOOGL | Google Inc. Class A | 17 | 0.60% | $4.58B | -$514.42M |
| 17 | PM | Philip Morris International In | 17 | 0.22% | $1.68B | -$101.24M |
| 18 | AXP | AMERICAN EXPRESS CO | 16 | 2.24% | $17.24B | +$865.02M |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | 16 | 1.68% | $12.95B | -$1.54B |
| 20 | CSCO | Cisco Systems Inc. | 16 | 0.44% | $3.41B | -$804.11M |
| 21 | BK | Bank of New York Mellon Corp | 15 | 1.37% | $10.51B | -$704.71M |
| 22 | PG | Procter & Gamble | 15 | 1.04% | $8.01B | -$1.87B |
| 23 | GS | Goldman Sachs Group Inc/The | 15 | 0.89% | $6.82B | +$331.71M |
| 24 | EBAY | EBAY INC | 15 | 0.82% | $6.31B | -$704.7M |
| 25 | USB | US BANCORP DEL | 15 | 0.69% | $5.3B | -$172.56M |
| 26 | PEP | PepsiCo, Inc. | 15 | 0.63% | $4.87B | -$2.85B |
| 27 | INTC | INTEL CORP | 15 | 0.59% | $4.53B | -$207.55M |
| 28 | MCD | McDonald's Corporation | 15 | 0.27% | $2.07B | -$587.35M |
| 29 | KO | COCA COLA CO | 14 | 2.45% | $18.83B | -$3.27B |
| 30 | AIG | AMERICAN INTL GROUP INC | 14 | 0.94% | $7.24B | -$244.84M |
| 31 | JPM | JPMORGAN CHASE & CO | 14 | 0.74% | $5.69B | +$1.1B |
| 32 | SLB | Schlumberger Ltd | 13 | 0.66% | $5.09B | +$253.28M |
| 33 | LBTYK | Liberty Global Plc Series C | 13 | 0.59% | $4.57B | +$947.21M |
| 34 | ESRX | Express Scripts Holding Co | 13 | 0.55% | $4.2B | +$866.46M |
| 35 | DD | Du Pont E I De Nemours & Co. | 13 | 0.28% | $2.16B | +$1.32B |
| 36 | QCOM | QUALCOMM | 13 | 0.22% | $1.69B | +$176.94M |
| 37 | UNH | UnitedHealth Group Inc | 12 | 0.55% | $4.25B | +$599.27M |
| 38 | MMM | 3M CO | 12 | 0.30% | $2.34B | +$164.99M |
| 39 | PFE | Pfizer Inc | 12 | 0.24% | $1.88B | +$270.23M |
| 40 | ABT | ABBOTT LABORATORIES | 12 | 0.15% | $1.15B | -$91.36M |
| 41 | VZ | VERIZON COMMUNICATIONS INC | 12 | 0.14% | $1.08B | +$33.39M |
| 42 | NOV | NATIONAL OILWELL VARCO INC | 11 | 0.55% | $4.21B | -$411.1M |
| 43 | CMCSA | Comcast Corp | 11 | 0.44% | $3.39B | -$1.46B |
| 44 | MRK | Merck & Co Inc | 11 | 0.25% | $1.94B | -$253.61M |
| 45 | TMO | THERMO FISHER SCIENTIFIC INC | 11 | 0.19% | $1.48B | -$321.98M |
| 46 | LOW | Lowe's Companies, Inc. (LOW) | 11 | 0.17% | $1.35B | -$832.43M |
| 47 | COP | CONOCOPHILLIPS | 11 | 0.17% | $1.3B | -$545.13M |
| 48 | DIS | DISNEY WALT CO | 11 | 0.09% | $674.65M | -$436.28M |
| 49 | DTV | DIRECTV | 10 | 0.38% | $2.89B | +$63.05M |
| 50 | CMCSK | COMCAST CORP NEW | 10 | 0.34% | $2.58B | -$142.57M |