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Stock Style
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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
3
9
1
5
0
28
5
5
ABACUS PLANNING GROUP INC

Time Period2019-06-30

Total Holdings166

Total Value ($x1000)166,473
Activities
New24

Increased41

Unchanged43

Decreased58

Sold Out12

Top 10 Stock Holdingstotal 45.64%
UNP11.65

AMZN7.81

BOMN6.8

AAPL6.15

SCHO3.19

 
EEM2.38

IVV2.13

MTB2.05

EFA1.87

EW1.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UNP
11.65%
COM
AMZN
7.81%
COM
BOMN
6.8%
COM
AAPL
6.15%
COM
SCHO
3.19%
SHT TM US TRES
EEM
2.38%
MSCI EMG MKT ETF
IVV
2.13%
CORE S&P500 ETF
MTB
2.05%
COM
EFA
1.87%
MSCI EAFE ETF
EW
1.61%
COM
JPM
1.58%
COM
XOM
1.3%
COM
IWB
1.22%
RUS 1000 ETF
MSFT
1.12%
COM
FCCO
1.1%
COM
SCZ
1.09%
EAFE SML CP ETF
APC
1.09%
COM
KO
0.95%
COM
SPY
0.91%
TR UNIT
SCHF
0.88%
INTL EQTY ETF
GOOG
0.85%
CAP STK CL C
IWM
0.85%
RUSSELL 2000 ETF
PHYS
0.84%
UNIT
BAX
0.82%
COM
DIS
0.78%
COM DISNEY
BOKF
0.78%
COM NEW
SCHX
0.77%
US LRG CAP ETF
INTC
0.76%
COM
JNJ
0.75%
COM
IWV
0.66%
RUSSELL 3000 ETF
ROP
0.63%
COM
FISV
0.62%
COM
FB
0.62%
CL A
SCHE
0.62%
EMRG MKTEQ ETF
BAC
0.61%
COM
SCHA
0.61%
US SML CAP ETF
PFE
0.58%
COM
EOG
0.58%
COM
DHR
0.54%
COM
WRK
0.53%
COM
SFST
0.53%
COM
ENLC
0.52%
COM UNIT REP LTD
MRK
0.5%
COM
PEP
0.49%
COM
RWO
0.48%
DJ GLB RL ES ETF
SCHC
0.47%
INTL SCEQT ETF
CHD
0.47%
COM
NEE
0.45%
COM
INTU
0.44%
COM
CVX
0.44%
COM
AMGN
0.44%
COM
COST
0.44%
COM
KMI
0.43%
COM
SHV
0.41%
SHRT TRS BD ETF
FNDA
0.41%
SCHWAB FDT US SC
AGO
0.41%
COM
T
0.41%
COM
LEN
0.41%
CL A
WMT
0.4%
COM
CSCO
0.39%
COM
BSM
0.39%
COM UNIT
PXD
0.39%
COM
GNR
0.39%
GLB NAT RESRCE
HPT
0.39%
COM SH BEN INT
BERKSHIR...
0.38%
COM
MCD
0.38%
COM
NSC
0.35%
COM
VZ
0.35%
COM
D
0.35%
COM
BPOP
0.34%
COM NEW
EL
0.34%
CL A
HON
0.33%
COM
DUK
0.33%
COM NEW
IBM
0.32%
COM
ORCL
0.32%
COM
ARLP
0.32%
UT LTD PART
MMP
0.31%
COM UNIT RP LP
TGT
0.31%
COM
BA
0.3%
COM
CMCSA
0.28%
CL A
FANG
0.28%
COM
LNC
0.27%
COM
HPQ
0.27%
COM
MGC
0.26%
MEGA CAP INDEX
CAT
0.26%
COM
PG
0.26%
COM
NGVT
0.25%
COM
GM
0.25%
COM
COO
0.25%
COM NEW
AL
0.25%
CL A
IWW
0.24%
RUS 3000 VAL ETF
DE
0.24%
COM
VBR
0.24%
SM CP VAL ETF
GOOGL
0.24%
CAP STK CL A
BBT
0.23%
COM
IYR
0.23%
U.S. REAL ES ETF
VEA
0.22%
FTSE DEV MKT ETF
IWD
0.22%
RUS 1000 VAL ETF
VO
0.22%
MID CAP ETF
EPD
0.22%
COM
UAL
0.22%
COM
XRAY
0.21%
COM
PRU
0.21%
COM
BMY
0.21%
COM
MMM
0.21%
COM
CDW
0.21%
COM
BANK OF ...
0.21%
COM
IWN
0.2%
RUS 2000 VAL ETF
LOW
0.19%
COM
CME
0.19%
COM
AEP
0.19%
COM
CXO
0.18%
COM
VWO
0.18%
FTSE EMR MKT ETF
SCHV
0.18%
US LCAP VA ETF
EXC
0.18%
COM
AFL
0.17%
COM
BRT
0.17%
SH BEN INT NEW
TIP
0.17%
TIPS BD ETF
VLO
0.17%
COM
ADP
0.16%
COM
CVS
0.16%
COM
ABT
0.16%
COM
YUM
0.16%
COM
SON
0.16%
COM
VV
0.16%
LARGE CAP ETF
GD
0.15%
COM
NFLX
0.15%
COM
UNH
0.15%
COM
KHC
0.15%
COM
FTV
0.15%
COM
ALL
0.14%
COM
PSX
0.14%
COM
HD
0.14%
COM
DVN
0.14%
COM
SCHR
0.14%
INTRM TRM TRES
WPX
0.14%
COM
VNQ
0.14%
REIT ETF
MET
0.14%
COM
JLL
0.13%
COM
VICI
0.13%
COM
V
0.13%
COM CL A
KMB
0.13%
COM
WMB
0.13%
COM
COP
0.12%
COM
VIG
0.12%
DIV APP ETF
PYPL
0.12%
COM
VB
0.12%
SMALL CP ETF
WFC
0.12%
COM
TXT
0.12%
COM
BNDX
0.12%
INTL BD IDX ETF
ASRV
0.11%
COM
FLEX
0.08%
ORD
CRZO
0.08%
COM
SWN
0.07%
COM
USAT
0.05%
COM NO PAR
ACCO
0.05%
COM
XON
0.05%
COM
PVD
0.04%
SPONSORED ADR
CERS
0.04%
COM
LLNW
0.04%
COM
GEN
0.03%
COM
DSX
0.03%
COM
BIRCHCLI...
0.02%
COM
EMAN
< 0.01%
COM NEW
PHARMACY...
< 0.01%
COM
CMARK IN...
< 0.01%
COM
DWDP
0.21%
COM
NVDA
0.18%
COM
MU
0.17%
COM
RTN
0.17%
COM NEW
AON
0.16%
SHS CL A
GEL
0.16%
UNIT LTD PARTN
APA
0.14%
COM
MPC
0.13%
COM
CAH
0.13%
COM
LLY
0.13%
COM
APLE
0.11%
COM NEW
ECA
0.07%
COM