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 (9-30-2023). The current market value of his portfolio is $16,545,394,436 with a top 10 holdings concentration of 33.77%.
Top 10 Holdings
| SYM | STOCK/ETF | VALUE ($000) | % | SHARES |
| IEMG | ETF: iShares Core MSCI Emerging Markets | 912,991 | 5.50% | 19,184,515 |
| IVV | ETF: iShares Core S&P 500 | 877,991 | 5.30% | 2,044,552 |
| PG | PROCTER AND GAMBLE CO | 700,250 | 4.20% | 4,800,842 |
| KO | COCA COLA CO | 503,602 | 3.00% | 8,996,115 |
| COST | COSTCO CO | 467,890 | 2.80% | 828,184 |
| PEP | PEPSICO INC | 454,131 | 2.70% | 2,680,191 |
| WMT | WALMART INC | 430,554 | 2.60% | 2,692,144 |
| SPY | ETF: SPDR S&P 500 ETF TRUST | 425,759 | 2.60% | 995,975 |
| JNJ | JOHNSON & JOHNSON | 424,318 | 2.60% | 2,724,355 |
| MCD | MCDONALDS CORP | 390,420 | 2.40% | 1,482,008 |
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