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Tom GaynervsMatrix Asset Advisors Inc./Ny

Side-by-side current 13F portfolio comparison · 30 shared positions
Whale A
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
40.2%
Whale B
Matrix Asset Advisors Inc./Ny
Matrix Asset Advisors Inc./Ny
AUM
$1.1B
Positions
105
Shared %
49.5%
Common holdings · 30
Stocks both whales currently hold — sorted by combined value
StockTom weightMatrix weightTom valueMatrix value
GOOG · Alphabet Inc.6.6%3.8%$789M$41M
BRK-B · Berkshire Hathaway Inc. Del6.1%0.5%$734M$6M
AMZN · Amazon Com Inc.3.5%2.6%$423M$28M
AAPL · Apple Inc.2.6%3.6%$311M$39M
GS · Goldman Sachs Group Inc.2.5%2.0%$304M$21M
HD · Home Depot Inc.2.5%1.6%$303M$17M
V · Visa, Inc.2.5%0.0%$304M$347K
MSFT · Microsoft Corp.1.7%5.8%$199M$63M
LOW · Lowes Cos Inc.1.5%1.4%$174M$15M
TXN · Texas Instrs Inc.1.2%2.5%$141M$27M
GOOGL · Alphabet Inc.1.4%0.1%$164M$1M
META · Meta Platforms, Inc.1.2%1.7%$142M$19M
JNJ · Johnson & Johnson1.3%0.0%$149M$396K
AXP · American Express Co.1.2%0.1%$148M$906K
JPM · Jpmorgan Chase & Co.0.6%3.6%$74M$40M
TSN · Tyson Foods Inc.0.5%2.2%$57M$24M
SBUX · Starbucks Corp.0.5%1.8%$56M$20M
LMT · Lockheed Martin Corp.0.3%1.8%$39M$20M
CMCSA · Comcast Corp. Cl A0.2%2.4%$28M$26M
PEP · Pepsico Inc.0.1%3.4%$15M$37M
TMO · Thermo Fisher Scientific Inc.0.3%1.0%$33M$11M
AON · Aon Plc0.4%0.0%$44M$209K
BK · Bank New York Mellon Corp.0.1%2.7%$15M$29M
COST · Costco Wholesale Corp.0.3%0.1%$39M$557K
G1151C101 · Accenture Plc Ireland0.3%0.6%$32M$7M
WFC · Wells Fargo Co. New0.1%1.6%$16M$17M
AMAT · Applied Matls Inc.0.1%1.8%$12M$20M
NKE · Nike Inc.0.2%0.6%$24M$7M
COF · Capital One Financial0.1%0.1%$17M$580K
XOM · Exxon Mobil Corp.0.1%0.1%$8M$652K
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del6.7%$800M
BN · Brookfield Corp.4.4%$529M
DE · Deere & Co.4.1%$495M
ADI · Analog Devices Inc.2.7%$326M
CAT · Caterpillar Inc.2.0%$233M
WSO · Watsco Inc.1.8%$212M
BLK · Blackrock Inc.1.8%$212M
DIS · Disney Walt Co.1.6%$196M
351858105 · Franco Nev Corp.1.5%$175M
LPLA · Lpl Finl Hldgs Inc.1.4%$168M
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
PNC · Pnc Finl Svcs Group Inc.3.7%$40M
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
NEE · Nextera Energy Inc.2.3%$25M
GNRC · Generac Hldgs Inc.2.0%$22M
AEP · American Elec Pwr Co. Inc.1.8%$20M
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