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:

CUSIPNewTickerName
026874784

6

AIGAMERICAN INTL GROUP INC
25490A309

5

DTVDIRECTV
38259P508

5

GOOGGOOGLE INC.
50075N104

5

MDLZMondelez International, Inc.
65334H102

5

NXYNEXEN INC COMMON STOCK NPV
896945201

5

TRIPTRIPADVISOR INC
37045V100

4

GMGENERAL MTRS CO
399473107

4

GRPNGROUPON INC
46625H100

4

JPMJPMORGAN CHASE & CO
53071M880

4

LVNTALIBERTY VENTURES – SER A

 

Umm, Groupon, GM?  Interesting.

Number of investors adding to a stock position:

CUSIPIncreasedTickerName
026874784

13

AIGAMERICAN INTL GROUP INC
38259P508

12

GOOGGOOGLE INC.
191216100

12

KOCOCA COLA COMPANY
37045V100

11

GMGENERAL MTRS CO
24702R101

10

DELLDell Inc
742718109

9

PGPROCTER & GAMBLE CO/THE
172967424

9

CCITIGROUP INC
50075N104

8

MDLZMondelez International, Inc.
65248E104

8

NWSANEWS CORP
741503403

8

PCLNPRICELINE COM INC
037833100

8

AAPLAPPLE INC
896945201

7

TRIPTRIPADVISOR INC
125509109

7

CICIGNA CORP
78463V107

7

GLDSPDR GOLD TRUST
68389X105

7

ORCLOracle Corp

 

The companies most held by my group of investors:

CUSIPOwnedTickerName
38259P508

28

GOOGGOOGLE INC.
037833100

21

AAPLAPPLE INC
594918104

20

MSFTMICROSOFT CORP
68389X105

17

ORCLOracle Corp
026874784

15

AIGAMERICAN INTL GROUP INC
172967424

15

CCITIGROUP INC
478160104

15

JNJJOHNSON & JOHNSON
931142103

15

WMTWAL-MART STORES INC
084670702

14

BRK.BBERKSHIRE HATHAWAY INC-CL B
24702R101

13

DELLDell Inc
65248E104

13

NWSANEWS CORP
060505104

13

BACBANK OF AMERICA CORP
747525103

13

QCOMQUALCOMM INC
084670108

13

BRK.ABERKSHIRE HATHAWAY INC-CL A
191216100

12

KOCOCA COLA COMPANY
949746101

12

WFCWELLS FARGO & CO NEW

 

Number of investors decreasing a stock position:

CUSIPDecreasedTickerName
38259P508

16

GOOGGOOGLE INC.
594918104

15

MSFTMICROSOFT CORP
037833100

13

AAPLAPPLE INC
931142103

12

WMTWAL-MART STORES INC
68389X105

10

ORCLOracle Corp
17275R102

10

CSCOCISCO SYS INC COM
902973304

10

USBUS BANCORP DEL
084670702

9

BRK.BBERKSHIRE HATHAWAY INC-CL B
060505104

9

BACBANK OF AMERICA CORP
57636Q104

9

MAMastercard Inc – Class A
65248E104

8

NWSANEWS CORP
949746101

8

WFCWELLS FARGO & CO NEW
254687106

8

DISDISNEY WALT CO
717081103

8

PFEPFIZER INC
92826C839

8

VVisa Inc-Class A Shares
931422109

8

WAGWALGREEN CO

 

Number of investors selling a stock entirely:

CUSIPSoldTickerName
25490A101

6

DTVDIRECTV-CLASS A
594918104

4

MSFTMICROSOFT CORP
931422109

4

WAGWALGREEN CO
87612E106

4

TGTTARGET CORP
032346108
1, 2345  - View Full Page