Combined portfolio
As of Q1 2026, the AlphaBaseline combined portfolio aggregates $458.06B of reported 13F holdings across 83 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 2026 it covers the 50 most widely held positions, worth $458.06B in aggregate reported value.
- Source
- Aggregate SEC 13F data
- Period
- Q1 2026
- Coverage
- 83 managers included
13F data is delayed and excludes shorts/non-13F assets. Refreshed 2026-09-13.
Big bets
Each of these is a single position worth at least 40% of one manager's portfolio, marking their highest-conviction wagers.
| Clifford Sosin - CAS Investment Partners | CVNA | CARVANA CO | 81.67% | $1.43B |
| Bruce Berkowitz - Fairholme Capital | JOE | ST JOE CO | 79.67% | $1.21B |
| Greg Alexander - Conifer Management | GPI | GROUP 1 AUTOMOTIVE INC | 47.66% | $249.64M |
| Daily Journal Corp (Charlie Munger) - Daily Journal Corp | WFC | Wells Fargo & Co | 46.74% | $112.49M |
| Nelson Peltz - Trian Fund Management | JHG | Janus Henderson Group plc | 42.41% | $1.64B |
| Daily Journal Corp (Charlie Munger) - Daily Journal Corp | BAC | Bank of America Corp | 40.51% | $97.5M |
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. | 39 | 1.50% | $16.21B | -$15.17B |
| 2 | GOOGL | ALPHABET INC | 38 | 3.05% | $32.82B | +$7.89B |
| 3 | AMZN | Amazon.com, Inc. | 35 | 1.70% | $18.31B | -$4.32B |
| 4 | GOOG | Alphabet, Inc. | 34 | 1.71% | $18.42B | -$1.81B |
| 5 | META | Meta Platforms, Inc. | 29 | 1.24% | $13.37B | -$981.44M |
| 6 | V | VISA INC | 28 | 1.69% | $18.16B | -$4.41B |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 26 | 1.50% | $16.18B | -$1.06B |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 25 | 0.76% | $8.16B | -$523.97M |
| 9 | AAPL | APPLE INC | 24 | 6.25% | $67.32B | -$4.85B |
| 10 | DIS | DISNEY WALT CO | 22 | 0.28% | $3.03B | -$455.46M |
| 11 | MA | MASTERCARD INCORPORATED | 20 | 0.45% | $4.83B | -$3.67B |
| 12 | NVDA | NVIDIA CORPORATION | 18 | 0.72% | $7.81B | +$494.43M |
| 13 | UNH | UnitedHealth Group, Inc. | 18 | 0.37% | $4.04B | -$2.78B |
| 14 | WFC | Wells Fargo & Co. | 17 | 0.48% | $5.16B | -$1.35B |
| 15 | BRK-A | Berkshire Hathaway Inc Cl A | 17 | 0.32% | $3.45B | -$209.47M |
| 16 | BAC | BANK AMERICA CORP | 16 | 2.49% | $26.81B | -$4.34B |
| 17 | MCO | MOODYS CORP | 16 | 1.83% | $19.74B | -$2.77B |
| 18 | COF | CAPITAL ONE FINL CORP | 16 | 0.83% | $8.97B | -$4.42B |
| 19 | JPM | JPMORGAN CHASE & CO | 16 | 0.15% | $1.6B | -$98.79M |
| 20 | AXP | AMERICAN EXPRESS CO | 15 | 4.34% | $46.82B | -$10.46B |
| 21 | CMCSA | Comcast Corp. | 14 | 0.51% | $5.51B | -$175.25M |
| 22 | AVGO | BROADCOM INC | 13 | 0.32% | $3.47B | -$1.07B |
| 23 | JNJ | Johnson & Johnson | 13 | 0.07% | $742.48M | +$52.3M |
| 24 | PEP | PepsiCo, Inc. | 13 | 0.06% | $614.5M | -$24.38M |
| 25 | CVX | CHEVRON CORPORATION | 12 | 1.63% | $17.55B | -$2.35B |
| 26 | SPGI | S&P GLOBAL INC | 12 | 0.71% | $7.6B | -$508.58M |
| 27 | CVS | CVS Health Corp. | 12 | 0.55% | $5.98B | -$1.67B |
| 28 | UBER | UBER TECHNOLOGIES INC | 12 | 0.38% | $4.07B | -$2M |
| 29 | ORCL | ORACLE CORP | 12 | 0.22% | $2.33B | -$1.07B |
| 30 | TXN | TEXAS INSTRS INC | 12 | 0.19% | $2.1B | +$255.84M |
| 31 | ADBE | Adobe, Inc. | 12 | 0.14% | $1.52B | -$147.88M |
| 32 | SCHW | The Charles Schwab Corp. | 11 | 1.08% | $11.65B | -$1.05B |
| 33 | SUNB | Sunbelt Rentals Holdings, Inc. | 11 | 0.58% | $6.22B | +$6.22B |
| 34 | CRM | SALESFORCE INC | 11 | 0.44% | $4.76B | -$478.23M |
| 35 | AON | Aon PLC | 11 | 0.40% | $4.36B | -$1.41B |
| 36 | ELV | ELEVANCE HEALTH INC FORMERLY | 11 | 0.37% | $4.04B | -$881.1M |
| 37 | TMO | THERMO FISHER SCIENTIFIC INC | 11 | 0.16% | $1.73B | +$61.97M |
| 38 | XOM | EXXON MOBIL CORP | 11 | 0.12% | $1.24B | +$174.25M |
| 39 | RTX | RTX Corp. | 10 | 0.67% | $7.22B | -$59.76M |
| 40 | FDX | FedEx Corp. | 10 | 0.49% | $5.26B | -$113.2M |
| 41 | FI | Fiserv, Inc. | 10 | 0.43% | $4.62B | -$181.6M |
| 42 | PM | PHILIP MORRIS INTL INC | 10 | 0.25% | $2.7B | -$775.82M |
| 43 | AMAT | APPLIED MATLS INC | 10 | 0.19% | $2.07B | -$626.3M |
| 44 | ADI | ANALOG DEVICES INC | 10 | 0.18% | $1.97B | -$454.49M |
| 45 | FERG | FERGUSON ENTERPRISES INC | 10 | 0.17% | $1.79B | +$137.49M |
| 46 | MRK | MERCK & CO INC | 10 | 0.15% | $1.67B | -$14.69M |
| 47 | ACN | ACCENTURE PLC IRELAND | 10 | 0.15% | $1.6B | +$385.69M |
| 48 | UNP | UNION PAC CORP | 10 | 0.13% | $1.43B | -$621.51M |
| 49 | DHR | DANAHER CORP DEL | 10 | 0.05% | $530.63M | -$20.49M |
| 50 | INTU | INTUIT | 10 | 0.04% | $476.16M | -$1.22B |