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This Picture is a Satire

 

I make changes to my portfolio and those of my clients once a quarter, where I trade out of 2-4 of my ~35 companies, and buy a similar number of new companies.  I have detailed that in this article.

But one thing that I do differently now is where I source ideas.  There are three places:

  1. Articles I read that seem to have good ideas.  I print them out and put them in a folder.
  2. My industry studies.
  3. Scanning the 13Fs of ~75 clever investors.  That’s the new part.

I’m not going to write a lot more commentary this evening.  I’m just going to give you a results dump.  I have already gone through my results and made changes to my clients’ portfolios, save for one stock that is a little illiquid, and will take some time to acquire.

As it is, I want to share the following data with you from my trolling through the 13F filings:

Number of investors adding a new stock:

CUSIP New Ticker Name
026874784

6

AIG AMERICAN INTL GROUP INC
25490A309

5

DTV DIRECTV
38259P508

5

GOOG GOOGLE INC.
50075N104

5

MDLZ Mondelez International, Inc.
65334H102

5

NXY NEXEN INC COMMON STOCK NPV
896945201

5

TRIP TRIPADVISOR INC
37045V100

4

GM GENERAL MTRS CO
399473107

4

GRPN GROUPON INC
46625H100

4

JPM JPMORGAN CHASE & CO
53071M880

4

LVNTA LIBERTY VENTURES – SER A

 

Umm, Groupon, GM?  Interesting.

Number of investors adding to a stock position:

CUSIP Increased Ticker Name
026874784

13

AIG AMERICAN INTL GROUP INC
38259P508

12

GOOG GOOGLE INC.
191216100

12

KO COCA COLA COMPANY
37045V100

11

GM GENERAL MTRS CO
24702R101

10

DELL Dell Inc
742718109

9

PG PROCTER & GAMBLE CO/THE
172967424

9

C CITIGROUP INC
50075N104

8

MDLZ Mondelez International, Inc.
65248E104

8

NWSA NEWS CORP
741503403

8

PCLN PRICELINE COM INC
037833100

8

AAPL APPLE INC
896945201

7

TRIP TRIPADVISOR INC
125509109

7

CI CIGNA CORP
78463V107

7

GLD SPDR GOLD TRUST
68389X105

7

ORCL Oracle Corp

 

The companies most held by my group of investors:

CUSIP Owned Ticker Name
38259P508

28

GOOG GOOGLE INC.
037833100

21

AAPL APPLE INC
594918104

20

MSFT MICROSOFT CORP
68389X105

17

ORCL Oracle Corp
026874784

15

AIG AMERICAN INTL GROUP INC
172967424

15

C CITIGROUP INC
478160104

15

JNJ JOHNSON & JOHNSON
931142103

15

WMT WAL-MART STORES INC
084670702

14

BRK.B BERKSHIRE HATHAWAY INC-CL B
24702R101

13

DELL Dell Inc
65248E104

13

NWSA NEWS CORP
060505104

13

BAC BANK OF AMERICA CORP
747525103

13

QCOM QUALCOMM INC
084670108

13

BRK.A BERKSHIRE HATHAWAY INC-CL A
191216100

12

KO COCA COLA COMPANY
949746101

12

WFC WELLS FARGO & CO NEW

 

Number of investors decreasing a stock position:

CUSIP Decreased Ticker Name
38259P508

16

GOOG GOOGLE INC.
594918104

15

MSFT MICROSOFT CORP
037833100

13

AAPL APPLE INC
931142103

12

WMT WAL-MART STORES INC
68389X105

10

ORCL Oracle Corp
17275R102

10

CSCO CISCO SYS INC COM
902973304

10

USB US BANCORP DEL
084670702

9

BRK.B BERKSHIRE HATHAWAY INC-CL B
060505104

9

BAC BANK OF AMERICA CORP
57636Q104

9

MA Mastercard Inc – Class A
65248E104

8

NWSA NEWS CORP
949746101

8

WFC WELLS FARGO & CO NEW
254687106

8

DIS DISNEY WALT CO
717081103

8

PFE PFIZER INC
92826C839

8

V Visa Inc-Class A Shares
931422109

8

WAG WALGREEN CO

 

Number of investors selling a stock entirely:

CUSIP Sold Ticker Name
25490A101

6

DTV DIRECTV-CLASS A
594918104

4

MSFT MICROSOFT CORP
931422109

4

WAG WALGREEN CO
87612E106

4

TGT TARGET CORP
032346108
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