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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

Increased31

Unchanged31

Decreased30

Sold Out58

Top 10 Stock Holdingstotal 43.53%
UNP12.02

AMZN7.58

AAPL7.03

SCHO3.76

EEM2.62

 
MTB2.37

IVV2.21

BOMN2.14

EFA1.97

JPM1.83

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UNP
12.02%
COM
AMZN
7.58%
COM
AAPL
7.03%
COM
SCHO
3.76%
SHT TM US TRES
EEM
2.62%
MSCI EMG MKT ETF
MTB
2.37%
COM
IVV
2.21%
CORE S&P500 ETF
BOMN
2.14%
COM
EFA
1.97%
MSCI EAFE ETF
JPM
1.83%
COM
EW
1.8%
COM
PHYS
1.54%
UNIT
XOM
1.48%
COM
FCCO
1.33%
COM
IWB
1.32%
RUS 1000 ETF
SCZ
1.24%
EAFE SML CP ETF
GOOG
1.06%
CAP STK CL C
IWM
1.04%
RUSSELL 2000 ETF
KO
1.01%
COM
SPY
0.96%
TR UNIT
MSFT
0.94%
COM
JNJ
0.92%
COM
INTC
0.91%
COM
BOKF
0.89%
COM NEW
APC
0.85%
COM
SCHX
0.85%
US LRG CAP ETF
BAX
0.83%
COM
SCHF
0.83%
INTL EQTY ETF
DIS
0.79%
COM DISNEY
PFE
0.76%
COM
FISV
0.73%
COM
IWV
0.71%
RUSSELL 3000 ETF
BAC
0.66%
COM
SCHE
0.65%
EMRG MKTEQ ETF
SCHA
0.64%
US SML CAP ETF
EOG
0.63%
COM
GNR
0.62%
GLB NAT RESRCE
ROP
0.62%
COM
ENLC
0.62%
COM UNIT REP LTD
AMGN
0.59%
COM
MRK
0.59%
COM
BSM
0.56%
COM UNIT
WMB
0.55%
COM
SFST
0.54%
COM
CHD
0.54%
COM
SHV
0.53%
SHRT TRS BD ETF
DHR
0.51%
COM
WMT
0.5%
COM
NEE
0.49%
COM
RWO
0.48%
DJ GLB RL ES ETF
AGO
0.47%
COM
SCHC
0.47%
INTL SCEQT ETF
VZ
0.47%
COM
INTU
0.45%
COM
PXD
0.45%
COM
FB
0.45%
CL A
CSCO
0.44%
COM
LNC
0.43%
COM
LEN
0.42%
CL A
COST
0.42%
COM
MCD
0.41%
COM
KMI
0.4%
COM
HON
0.4%
COM
T
0.38%
COM
PG
0.38%
COM
BPOP
0.38%
COM NEW
TGT
0.37%
COM
CVX
0.37%
COM
BRK.B
0.37%
CL B NEW
MMP
0.35%
COM UNIT RP LP
NSC
0.35%
COM
DUK
0.35%
COM NEW
BA
0.35%
COM
ORCL
0.34%
COM
SCG
0.34%
COM
CAT
0.34%
COM
HPQ
0.33%
COM
FNDA
0.32%
SCHWAB FDT US SC
MOC
0.31%
COM
VICI
0.31%
COM
BMY
0.3%
COM
EL
0.3%
CL A
CMCSA
0.3%
CL A
PEP
0.29%
COM
GOOGL
0.29%
CAP STK CL A
ARLP
0.28%
UT LTD PART
DE
0.27%
COM
BANK OF ...
0.26%
ADR
IWW
0.26%
RUS 3000 VAL ETF
UAL
0.26%
COM
DWDP
0.25%
COM
WRK
0.25%
COM
IYR
0.24%
U.S. REAL ES ETF
IWD
0.24%
RUS 1000 VAL ETF
COO
0.24%
COM NEW
GM
0.24%
COM
CXO
0.23%
COM
EPD
0.23%
COM
IWN
0.23%
RUS 2000 VAL ETF
LOW
0.23%
COM
UNH
0.22%
COM
AFL
0.22%
COM
IBM
0.22%
COM
CVS
0.22%
COM
LLY
0.22%
COM
HPT
0.2%
COM SH BEN INT
AEP
0.2%
COM
EXC
0.2%
COM
CI
0.2%
COM
SCHV
0.2%
US LCAP VA ETF
GD
0.19%
COM
COP
0.19%
COM
CDW
0.19%
COM
ADP
0.19%
COM
CME
0.19%
COM
BBT
0.18%
COM
VLO
0.18%
COM
PCG
0.18%
COM
ABT
0.17%
COM
RTN
0.17%
COM NEW
XRAY
0.17%
COM
WPX
0.17%
COM
DVN
0.17%
COM
SCHR
0.17%
INTRM TRM TRES
AON
0.17%
SHS CL A
HD
0.17%
COM
MPC
0.17%
COM
VWO
0.16%
FTSE EMR MKT ETF
SON
0.16%
COM
ALL
0.16%
COM
TXT
0.15%
COM
FTV
0.15%
COM
GEL
0.15%
UNIT LTD PARTN
NVDA
0.15%
COM
ASRV
0.13%
COM
FLEX
0.08%
ORD
BBVA
0.05%
SPONSORED ADR
CERS
0.04%
COM
GRPN
0.03%
COM CL A
APRN
0.01%
CL A
PHARMACY...
< 0.01%
ETF
CMARK IN...
< 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