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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
46
4
8
1
4
0
25
5
2
ABACUS PLANNING GROUP INC

Time Period2018-12-31

Total Holdings142

Total Value ($x1000)131,892
Activities
New50

Increased49

Unchanged1

Decreased42

Sold Out58

Top 10 Stock Holdingstotal 43.53%
UAL12.02

ASRV7.58

ABT7.03

SCHC3.76

XRAY2.62

 
MRK2.37

IVV2.21

BSM2.14

DVN1.97

IWM1.83

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UAL
12.02%
COM
ASRV
7.58%
COM
ABT
7.03%
COM
SCHC
3.76%
INTL SCEQT ETF
XRAY
2.62%
COM
MRK
2.37%
COM
IVV
2.21%
CORE S&P500 ETF
BSM
2.14%
COM UNIT
DVN
1.97%
COM
IWM
1.83%
RUSSELL 2000 ETF
EPD
1.8%
COM
PHARMACY...
1.54%
ETF
WMB
1.48%
COM
EXC
1.33%
COM
INTC
1.32%
COM
SCHA
1.24%
US SML CAP ETF
GEL
1.06%
UNIT LTD PARTN
INTU
1.04%
COM
JPM
1.01%
COM
GNR
0.96%
GLB NAT RESRCE
MCD
0.94%
COM
SCZ
0.92%
EAFE SML CP ETF
IWN
0.91%
RUS 2000 VAL ETF
BRK.B
0.89%
CL B NEW
APC
0.85%
COM
SCHV
0.85%
US LCAP VA ETF
BBVA
0.83%
SPONSORED ADR
SCHF
0.83%
INTL EQTY ETF
COST
0.79%
COM
PEP
0.76%
COM
XOM
0.73%
COM
IYR
0.71%
U.S. REAL ES ETF
ADP
0.66%
COM
SCHR
0.65%
INTRM TRM TRES
SCHE
0.64%
EMRG MKTEQ ETF
EW
0.63%
COM
GM
0.62%
COM
PG
0.62%
COM
DUK
0.62%
COM NEW
AEP
0.59%
COM
MPC
0.59%
COM
BOKF
0.56%
COM NEW
VICI
0.55%
COM
SON
0.54%
COM
CDW
0.54%
COM
SFST
0.53%
COM
COO
0.51%
COM NEW
WMT
0.5%
COM
MSFT
0.49%
COM
ROP
0.48%
COM
FNDA
0.47%
SCHWAB FDT US SC
GOOG
0.47%
CAP STK CL C
VZ
0.47%
COM
IWV
0.45%
RUSSELL 3000 ETF
BPOP
0.45%
COM NEW
EL
0.45%
CL A
KO
0.44%
COM
LEN
0.43%
CL A
JNJ
0.42%
COM
CME
0.42%
COM
LNC
0.41%
COM
SHV
0.4%
SHRT TRS BD ETF
HON
0.4%
COM
SPY
0.38%
TR UNIT
PFE
0.38%
COM
APRN
0.38%
CL A
PHYS
0.37%
UNIT
MOC
0.37%
COM
BA
0.37%
COM
LOW
0.35%
COM
NEE
0.35%
COM
CVS
0.35%
COM
T
0.35%
COM
NVDA
0.34%
COM
SCG
0.34%
COM
BOMN
0.34%
COM
HPT
0.33%
COM SH BEN INT
FCCO
0.32%
COM
MTB
0.31%
COM
UNH
0.31%
COM
BBT
0.3%
COM
DWDP
0.3%
COM
CVX
0.3%
COM
PCG
0.29%
COM
GRPN
0.29%
COM CL A
AAPL
0.28%
COM
COP
0.27%
COM
BAX
0.26%
COM
EFA
0.26%
MSCI EAFE ETF
TXT
0.26%
COM
DE
0.25%
COM
WRK
0.25%
COM
EEM
0.24%
MSCI EMG MKT ETF
IBM
0.24%
COM
CSCO
0.24%
COM
GD
0.24%
COM
CXO
0.23%
COM
ENLC
0.23%
COM UNIT REP LTD
IWW
0.23%
RUS 3000 VAL ETF
LLY
0.23%
COM
UNP
0.22%
COM
GOOGL
0.22%
CAP STK CL A
IWD
0.22%
RUS 1000 VAL ETF
CMCSA
0.22%
CL A
KMI
0.22%
COM
ALL
0.2%
COM
EOG
0.2%
COM
IWB
0.2%
RUS 1000 ETF
CERS
0.2%
COM
SCHX
0.2%
US LRG CAP ETF
FLEX
0.19%
ORD
CMARK IN...
0.19%
COM
BMY
0.19%
COM
CHD
0.19%
COM
ARLP
0.19%
UT LTD PART
BAC
0.18%
COM
VLO
0.18%
COM
ORCL
0.18%
COM
RTN
0.17%
COM NEW
AFL
0.17%
COM
DIS
0.17%
COM DISNEY
WPX
0.17%
COM
DHR
0.17%
COM
SCHO
0.17%
SHT TM US TRES
AMGN
0.17%
COM
HD
0.17%
COM
MMP
0.17%
COM UNIT RP LP
VWO
0.16%
FTSE EMR MKT ETF
RWO
0.16%
DJ GLB RL ES ETF
AMZN
0.16%
COM
FISV
0.15%
COM
TGT
0.15%
COM
FTV
0.15%
COM
NSC
0.15%
COM
AGO
0.13%
COM
FB
0.08%
CL A
BANK OF ...
0.05%
ADR
CAT
0.04%
COM
HPQ
0.03%
COM
AON
0.01%
SHS CL A
PXD
< 0.01%
COM
CI
< 0.01%
COM
BOSTON O...
2.47%
COM
M&T BANK...
2.42%
COM
EXXON MO...
2.16%
COM
J.P. MOR...
1.84%
COM
SPDR GLO...
1.41%
ETF
SPROTT P...
1.26%
ETF
ALPHABET...
1.2%
COM
PRU
0.52%
COM
ASSURED ...
0.52%
COM
NEXTERA ...
0.44%
COM
MERCK & ...
0.44%
COM
CISCO SY...
0.43%
COM
VERIZON ...
0.39%
COM
DVMT
0.37%
COM CL V
R
0.37%
COM
HEWLETT-...
0.37%
COM
EXPRESS ...
0.35%
COM
COSTCO W...
0.35%
COM
BERKSHIR...
0.34%
COM
DUKE ENE...
0.34%
COM
ALPHABET...
0.32%
COM
BLACK ST...
0.31%
ETF
VALERO E...
0.3%
COM
GENERAL ...
0.29%
COM
COMCAST ...
0.27%
COM
SPDR DOW...
0.27%
ETF
COMMAND ...
0.27%
COM
AT&T COR...
0.27%
COM
DEVON EN...
0.27%
COM
SCANA CO...
0.25%
COM
HAL
0.24%
COM
XRAY
0.22%
COM
CONOCO P...
0.21%
COM
DOWDUPON...
0.21%
COM
APA
0.2%
COM
AIR LEAS...
0.19%
COM
ETM
0.19%
CL A
ON
0.19%
COM
FACEBOOK...
0.17%
COM
EXELON C...
0.17%
COM
FORTIVE ...
0.17%
ETF
PSX
0.17%
COM
HUM
0.15%
COM
3M...
0.15%
COM
CARDINAL...
0.15%
COM
VO
0.15%
MID CAP ETF
CME GROU...
0.15%
ETF
EMN
0.15%
COM
FDX
0.14%
COM
PK
0.14%
COM
FLEXTRON...
0.12%
COM
AMERISER...
0.12%
COM
GE
0.1%
COM
BANCO BI...
0.06%
ADR
INWK
0.05%
COM
SWN
0.04%
COM
HIVE BLO...
< 0.01%
COM
CMARK IN...
< 0.01%
COM