whal
street
Warren Buffett
vs
Matrix 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
Stock
Warren weight
Matrix weight
Warren value
Matrix 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 Financial
0.6%
0.1%
$1.7B
$580K
AON
· Aon Plc
0.5%
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
Stock
Weight
Value
KO
· Coca Cola Co.
10.2%
$28.0B
CVX
· Chevron Corp. New
7.2%
$19.8B
MCO
· Moodys Corp.
4.6%
$12.6B
674599105
· Occidental Pete Corp.
4.0%
$10.9B
CB
· Chubb Limited
3.9%
$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
Stock
Weight
Value
MSFT
· Microsoft Corp.
5.8%
$63M
02072Q812
· Ea Series Trust
4.4%
$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 Stanley
3.6%
$39M
PEP
· Pepsico Inc.
3.4%
$37M
QCOM
· Qualcomm Inc.
3.4%
$37M
USB
· Us Bancorp Del
3.4%
$37M
AMGN
· Amgen Inc.
3.2%
$35M
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Data from SEC EDGAR · whalstreet.com