whalstreet

Thomas KahnvsMatrix Asset Advisors Inc./Ny

Side-by-side current 13F portfolio comparison · 11 shared positions
Whale A
Thomas Kahn
Kahn Brothers Group Inc.
AUM
$564M
Positions
48
Shared %
12.3%
Whale B
Matrix Asset Advisors Inc./Ny
Matrix Asset Advisors Inc./Ny
AUM
$1.1B
Positions
105
Shared %
27.3%
Common holdings · 11
Stocks both whales currently hold — sorted by combined value
StockThomas weightMatrix weightThomas valueMatrix value
GOOG · Alphabet Inc.6.2%3.8%$35M$41M
MSFT · Microsoft Corp.0.1%5.8%$774K$63M
JPM · Jpmorgan Chase & Co.0.1%3.6%$829K$40M
PNC · Pnc Finl Svcs Group Inc.0.0%3.7%$279K$40M
AAPL · Apple Inc.0.1%3.6%$785K$39M
PEP · Pepsico Inc.0.0%3.4%$280K$37M
MRK · Merck & Co.Inc. New4.8%0.0%$27M$201K
CMCSA · Comcast Corp. Cl A0.0%2.4%$206K$26M
PG · Procter And Gamble Co.0.0%0.7%$268K$7M
XOM · Exxon Mobil Corp.0.5%0.1%$3M$652K
BAC · Bank America Corp.0.1%0.2%$461K$3M
Unique to Thomas Kahn
Top 10 by value held — not in the other's portfolio
StockWeightValue
C · Citigroup Inc.16.9%$95M
072730302 · Bayer Ag Spons Adr13.3%$75M
FLG · Flagstar Bank National Assoc9.5%$54M
DIS · Disney Walt Co.6.5%$37M
SEB · Seaboard Corp. Del5.9%$33M
OGN · Organon & Co.5.9%$33M
BP · Bp Plc5.2%$29M
ZG · Zillow Group Inc.4.0%$23M
SEG · Seaport Entmt Group Inc.3.4%$19M
PTEN · Patterson-Uti Energy Inc.3.2%$18M
Unique to Matrix Asset Advisors Inc./Ny
Top 10 by value held — not in the other's portfolio
StockWeightValue
02072Q812 · Ea Series Trust4.4%$48M
MS · Morgan Stanley3.6%$39M
QCOM · Qualcomm Inc.3.4%$37M
USB · Us Bancorp Del3.4%$37M
AMGN · Amgen Inc.3.2%$35M
MDT · Medtronic Plc3.0%$33M
BK · Bank New York Mellon Corp.2.7%$29M
AMZN · Amazon Com Inc.2.6%$28M
TXN · Texas Instrs Inc.2.5%$27M
NEE · Nextera Energy Inc.2.3%$25M
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★ WatchlistData from SEC EDGAR · whalstreet.com