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First Pacific Advisors, LPvsMatrix Asset Advisors Inc./Ny

Side-by-side current 13F portfolio comparison · 10 shared positions
Whale A
First Pacific Advisors, LP
First Pacific Advisors, LP
AUM
$7.6B
Positions
63
Shared %
38.9%
Whale B
Matrix Asset Advisors Inc./Ny
Matrix Asset Advisors Inc./Ny
AUM
$1.1B
Positions
105
Shared %
13.9%
Common holdings · 10
Stocks both whales currently hold — sorted by combined value
StockFirst weightMatrix weightFirst valueMatrix value
GOOGL · Alphabet Inc.7.9%0.1%$598M$1M
META · Meta Platforms, Inc.6.1%1.7%$463M$19M
GOOG · Alphabet Inc.5.6%3.8%$424M$41M
TEL · Te Connectivity Plc5.3%0.6%$405M$7M
AMZN · Amazon Com Inc.4.3%2.6%$326M$28M
CMCSA · Comcast Corp. Cl A3.3%2.4%$251M$26M
AON · Aon Plc3.0%0.0%$232M$209K
TMO · Thermo Fisher Scientific Inc.1.7%1.0%$127M$11M
WFC · Wells Fargo Co. New1.4%1.6%$103M$17M
AVGO · Broadcom Inc.0.4%0.0%$30M$340K
Unique to First Pacific Advisors, LP
Top 10 by value held — not in the other's portfolio
StockWeightValue
ADI · Analog Devices Inc.6.7%$508M
C · Citigroup Inc.5.4%$409M
BDX · Becton Dickinson & Co.5.0%$379M
459506101 · International Flavors&Fragra4.7%$359M
FERG · Ferguson Enterprises2.6%$197M
AMRZ · Amrize Ltd.2.4%$184M
ICLR · Icon Plc2.4%$179M
FBIN · Fortune Brands Innovations I2.3%$176M
NXPI · Nxp Semiconductors N V2.2%$166M
JEF · Jefferies Finl Group Inc.2.1%$160M
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
PNC · Pnc Finl Svcs Group Inc.3.7%$40M
JPM · Jpmorgan Chase & Co.3.6%$40M
MS · Morgan Stanley3.6%$39M
AAPL · Apple Inc.3.6%$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
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
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★ WatchlistData from SEC EDGAR · whalstreet.com