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:
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:
Umm, Groupon, GM? Interesting.
Number of investors adding to a stock position:
The companies most held by my group of investors:
Number of investors decreasing a stock position:
Number of investors selling a stock entirely:
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But one thing that I do differently now is where I source ideas. There are three places:
- Articles I read that seem to have good ideas. I print them out and put them in a folder.
- My industry studies.
- Scanning the 13Fs of ~75 clever investors. That’s the new part.
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 |
4
|
AMLN | AMYLIN PHARMACEUTICALS INC |
| 037833100 |
3
|
AAPL | APPLE INC |
| 060505104 |
3
|
BAC | BANK OF AMERICA CORP |
| 57636Q104 |
3
|
MA | Mastercard Inc – Class A |
| 65248E104 |
3
|
NWSA | NEWS CORP |
| 871503108 |
3
|
SYMC | SYMANTEC CORP |
| 172967424 |
3
|
C | CITIGROUP INC |
| 78463V107 |
3
|
GLD | SPDR GOLD TRUST |
| 032511107 |
3
|
APC | ANADARKO PETROLEUM CORP |
| 53217V109 |
3
|
LIFE | LIFE TECHNOLOGIES CORP. |
| 855030102 |
3
|
SPLS | Staples Inc |
| 053332102 |
3
|
AZO | AUTOZONE INC |
| 086516101 |
3
|
BBY | Best Buy Company Inc |
| 64110L106 |
3
|
NFLX | NETFLIX INC |
| 844741108 |
3
|
LUV | Southwest Airlines Co |
| 256677105 |
3
|
DG | DOLLAR GEN CORP NEW |
| 91324P102 |
3
|
UNH | Unitedhealth Group Inc |
| 30161N101 |
3
|
EXC | Exelon Corp |
| 778296103 |
3
|
ROST | ROSS STORES INC |
| 690742101 |
3
|
OC | OWENS CORNING NEW |
| 46120E602 |
3
|
ISRG | INTUITIVE SURGICAL INC |
| 726505100 |
3
|
PXP | Plains Exploration |
| 88023U101 |
3
|
TPX | TEMPUR PEDIC INTL INC |
| 382388106 |
3
|
GR | GOODRICH CORP |
| 532791100 |
3
|
LNCR | LINCARE HOLDINGS INC. |