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Combined portfolio

As of Q1 2015, the AlphaBaseline combined portfolio aggregates $305.75B of reported 13F holdings across 69 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 2015 it covers the 50 most widely held positions, worth $305.75B in aggregate reported value.

Source
Aggregate SEC 13F data
Period
Q1 2015
Coverage
69 managers included

13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-09-16.

Most owned

These are the stocks the most tracked managers hold, showing where conviction is most crowded.

MSFT281.71%
WFC254.71%
BRK-B241.76%
GOOG220.79%
JNJ210.32%
MA211.03%
AAPL200.55%
V200.69%
GOOGL190.73%
ORCL191.15%

Top by % of combined

These positions take the largest share of the combined book, showing where the group's dollars concentrate.

WFC4.71%$36.03B
VRX2.44%$18.64B
KO2.35%$17.98B
AXP1.97%$15.05B
BRK-B1.76%$13.45B
IBM1.76%$13.45B
MSFT1.71%$13.1B
IEP1.27%$9.76B
BK1.27%$9.72B
WMT1.24%$9.47B

Top buys

These are the stocks the group bought most this quarter, ranked by net dollar value added.

V218$3.95B
MDT90$2.15B
FXE10$2.11B
ACTZZZZ33$1.64B
VRX20$1.63B
MSFT215$1.49B
JD23$1.28B
PCP65$1.25B
GOOG48$1.09B
HAL08$1.09B

Top sells

These are the stocks the group sold most this quarter, ranked by net dollar value removed.

AGN60$-6.55B
MDT80$-1.89B
EQIX40$-1.3B
DG11$-1.29B
AIG44$-1.22B
COV70$-971.83M
FDO12$-882.6M
CTSH02$-803.25M
FDX04$-801.9M
UNH16$-729.15M

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 CorpWFCWells Fargo & Co67.32%$86.59M
Norbert Lou - Punch Card ManagementBRK/ABERKSHIRE HATHAWAY INC DEL66.67%$81.13K
Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation TrustBRK-BBERKSHIRE HATHAWAY INC57.02%$10.63B
Mohnish Pabrai - Pabrai InvestmentsFCAUFIAT CHRYSLER AUTOMOBILES N42.00%$225.08M

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.

1MSFTMicrosoft Corp281.71%$13.1B-$147.04M
2WFCWELLS FARGO & CO NEW254.71%$36.03B-$135.9M
3BRK-BBERKSHIRE HATHAWAY INC241.76%$13.45B-$1.28B
4GOOGGoogle Inc220.79%$6.01B+$1.29B
5MAMASTERCARD INC211.03%$7.92B-$493.23M
6JNJJohnson & Johnson210.32%$2.46B+$95.65M
7VVISA INC200.69%$5.25B+$40.26M
8AAPLAPPLE INC200.55%$4.18B+$197.17M
9ORCLORACLE CORP191.15%$8.82B-$412.34M
10GOOGLGOOGLE INC190.73%$5.56B+$979.51M
11GEGeneral Electric Co190.35%$2.7B+$707.24M
12AXPAMERICAN EXPRESS CO181.97%$15.05B-$2.19B
13IBMINTERNATIONAL BUSINESS MACHS181.76%$13.45B+$499.2M
14BRK-ABerkshire Hathaway - Cl A180.77%$5.89B-$223.15M
15WMTWAL MART STORES INC171.24%$9.47B-$935.9M
16CCITIGROUP INC170.48%$3.64B-$390.31M
17BACBank of America Corp160.88%$6.77B-$1.13B
18XOMExxon Mobil Corp.160.16%$1.21B-$148.34M
19BKBank of New York Mellon Corp/T151.27%$9.72B-$792.01M
20USBUS BANCORP DEL150.69%$5.28B-$14.32M
21PEPPepsiCo, Inc.150.63%$4.81B-$60.05M
22CSCOCisco Systems Inc.150.40%$3.06B-$353.58M
23PGProcter & Gamble140.95%$7.28B-$734.07M
24JPMJPMORGAN CHASE & CO140.80%$6.09B+$395.09M
25SLBSchlumberger Ltd140.77%$5.9B+$812.82M
26PMPhilip Morris International In140.20%$1.56B-$112.63M
27EBAYEBAY INC130.83%$6.33B+$14.62M
28INTCINTEL CORP130.46%$3.49B-$1.03B
29PCPPrecision Castparts Corp130.34%$2.58B+$1.06B
30QCOMQUALCOMM130.26%$1.99B+$304.42M
31MCDMcDonald's Corporation130.23%$1.72B-$345.05M
32DISDISNEY WALT CO130.11%$842.35M+$167.71M
33KOCOCA COLA CO122.35%$17.98B-$856.79M
34GSGoldman Sachs Group Inc/The120.86%$6.59B-$221.33M
35ESRXExpress Scripts Holding Co120.61%$4.7B+$491.29M
36LBTYKLiberty Global Plc Series C120.60%$4.61B+$37.19M
37UNHUnitedHealth Group Inc120.56%$4.26B+$10.76M
38NOVNATIONAL OILWELL VARCO INC120.49%$3.78B-$431.48M
39MMM3M CO120.29%$2.25B-$90.67M
40PFEPfizer Inc120.27%$2.07B+$190.12M
41DDDu Pont E I De Nemours & Co.120.27%$2.03B-$132.84M
42VZVERIZON COMMUNICATIONS INC120.16%$1.19B+$111.9M
43COPCONOCOPHILLIPS120.14%$1.11B-$194.34M
44VRXValeant Pharmaceuticals Intern112.44%$18.64B+$6.38B
45AIGAMERICAN INTL GROUP INC110.77%$5.86B-$1.38B
46BIDUBaidu Inc110.52%$3.97B-$119.44M
47LOWLowe's Companies, Inc. (LOW)110.22%$1.66B+$313.46M
48MRKMerck & Co Inc110.20%$1.5B-$446.03M
49RDSARoyal Dutch Shell PLC110.13%$1B-$83.1M
50ABTABBOTT LABS110.12%$922.86M-$222.86M