Ray Dalio – Top 10 Holdings – Latest 13F

Johnny HopkinsRay DalioLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at superinvestor Ray Dalio (6-30-2023). The current market value of his portfolio is  $16,193,417,092 with a top 10 holdings concentration of 35.19%.

Top 10 Holdings

IVV iShares Core S&P 500 ETF 897,396 5.50% 2,013,408
IEMG iShares Core MSCI Emerging Markets ETF 883,915 5.50% 17,932,948
PG PROCTER AND GAMBLE CO 700,479 4.30% 4,616,315
JNJ JOHNSON & JOHNSON 526,589 3.30% 3,181,428
KO COCA COLA CO 494,700 3.10% 8,214,890
PEP PEPSICO INC 475,379 2.90% 2,566,566
SPY SPDR S&P 500 ETF TRUST 459,141 2.80% 1,035,782
COST COSTCO CO 434,854 2.70% 807,709
MCD MCDONALDS CORP 423,441 2.60% 1,418,992
WMT WALMART INC 402,842 2.50% 2,562,936

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