whalstreet

Warren BuffettvsMatrix Asset Advisors Inc./Ny

Side-by-side current 13F portfolio comparison · 10 shared positions
Whale A
Warren Buffett
Berkshire Hathaway Inc.
AUM
$274.2B
Positions
42
Shared %
58.9%
Whale B
Matrix Asset Advisors Inc./Ny
Matrix Asset Advisors Inc./Ny
AUM
$1.1B
Positions
105
Shared %
7.4%
Common holdings · 10
Stocks both whales currently hold — sorted by combined value
StockWarren weightMatrix weightWarren valueMatrix value
AAPL · Apple Inc.22.6%3.6%$62.0B$39M
AXP · American Express Co.20.5%0.1%$56.1B$906K
BAC · Bank America Corp.10.4%0.2%$28.5B$3M
GOOGL · Alphabet Inc.2.0%0.1%$5.6B$1M
V · Visa, Inc.1.1%0.0%$2.9B$347K
STZ · Constellation Brands Inc.0.7%0.6%$1.8B$7M
COF · Capital One Financial0.6%0.1%$1.7B$580K
AON · Aon Plc0.5%0.0%$1.3B$209K
NUE · Nucor Corp.0.4%0.0%$1.0B$316K
AMZN · Amazon Com Inc.0.2%2.6%$525M$28M
Unique to Warren Buffett
Top 10 by value held — not in the other's portfolio
StockWeightValue
KO · Coca Cola Co.10.2%$28.0B
CVX · Chevron Corp. New7.2%$19.8B
MCO · Moodys Corp.4.6%$12.6B
674599105 · Occidental Pete Corp.4.0%$10.9B
CB · Chubb Limited3.9%$10.7B
KHC · Kraft Heinz Co.2.9%$7.9B
DVA · Davita Inc.1.3%$3.6B
KR · Kroger Co.1.1%$3.1B
SIRI · Sirius Xm Holdings Inc.0.9%$2.5B
MA · Mastercard Inc.0.8%$2.3B
Unique to Matrix Asset Advisors Inc./Ny
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.5.8%$63M
02072Q812 · Ea Series Trust4.4%$48M
GOOG · Alphabet Inc.3.8%$41M
PNC · Pnc Finl Svcs Group Inc.3.7%$40M
JPM · Jpmorgan Chase & Co.3.6%$40M
MS · Morgan Stanley3.6%$39M
PEP · Pepsico Inc.3.4%$37M
QCOM · Qualcomm Inc.3.4%$37M
USB · Us Bancorp Del3.4%$37M
AMGN · Amgen Inc.3.2%$35M
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★ WatchlistData from SEC EDGAR · whalstreet.com