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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
40
2
3
2
2
0
43
4
2
ADELL HARRIMAN CARPENTER INC

Time Period2018-12-31

Total Holdings147

Total Value ($x1000)453,698
Activities
New8

Increased42

Unchanged14

Decreased83

Sold Out8

Top 10 Stock Holdingstotal 29.74%
AAPL5.38

MSFT3.35

V3.3

AVGO3.01

AMZN2.78

 
AMT2.58

JPM2.53

JNJ2.31

EPD2.28

CSCO2.22

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.38%
COM
MSFT
3.35%
COM
V
3.3%
COM CL A
AVGO
3.01%
COM
AMZN
2.78%
COM
AMT
2.58%
COM
JPM
2.53%
COM
JNJ
2.31%
COM
EPD
2.28%
COM
CSCO
2.22%
COM
XOM
2.07%
COM
HD
1.96%
COM
BABA
1.89%
SPONSORED ADS
BX
1.88%
COM UNIT LTD
PEP
1.84%
COM
HON
1.79%
COM
UNH
1.78%
COM
PANW
1.77%
COM
GOOG
1.77%
CAP STK CL C
ABBV
1.75%
COM
EQIX
1.72%
COM PAR $0.001
PFE
1.66%
COM
INTC
1.61%
COM
UTX
1.51%
COM
CRM
1.47%
COM
MCD
1.44%
COM
AMGN
1.39%
COM
GOOGL
1.36%
CAP STK CL A
VZ
1.25%
COM
BLK
1.22%
COM
EEM
1.21%
MSCI EMG MKT ETF
MU
1.07%
COM
MPC
1.05%
COM
FB
1.04%
CL A
SBUX
1%
COM
KBWY
0.98%
KBW PREM YIELD
TD
0.92%
COM NEW
NFLX
0.92%
COM
ORCL
0.9%
COM
DIS
0.89%
COM DISNEY
BA
0.88%
COM
IBB
0.86%
NASDQ BIOTEC ETF
MA
0.79%
CL A
APC
0.79%
COM
OXY
0.76%
COM
RDS/B
0.74%
SPON ADR B
IYR
0.71%
U.S. REAL ES ETF
CVX
0.68%
COM
CMCSA
0.65%
CL A
ETE
0.64%
COM UT LTD PTN
PG
0.63%
COM
TMO
0.62%
COM
LYB
0.57%
SHS - A -
DWDP
0.56%
COM
RTN
0.54%
COM NEW
NEE
0.5%
COM
COST
0.48%
COM
QCOM
0.47%
COM
NVDA
0.45%
COM
KMI
0.45%
COM
VLO
0.44%
COM
SPG
0.44%
COM
DHR
0.44%
COM
WBA
0.43%
COM
KKR
0.42%
CL A
BNS
0.4%
COM
TXN
0.4%
COM
CERN
0.36%
COM
PSX
0.36%
COM
WMT
0.34%
COM
WPS
0.33%
INTL DEVPPTY ETF
KO
0.33%
COM
DWX
0.33%
S&P INTL ETF
GEM
0.32%
ACTIVEBETA EME
PYPL
0.31%
COM
BIIB
0.3%
COM
CELG
0.29%
COM
ADBE
0.26%
COM
NEP
0.26%
COM UNIT PART IN
ABT
0.25%
COM
JAZZ
0.25%
SHS USD
CNP
0.23%
COM
UNIT
0.23%
COM
RDS/A
0.22%
SPONS ADR A
WMB
0.22%
COM
C
0.22%
COM NEW
INDA
0.22%
MSCI INDIA ETF
VWO
0.2%
FTSE EMR MKT ETF
IVZ
0.2%
SHS
GIS
0.19%
COM
IDV
0.18%
INTL SEL DIV ETF
T
0.18%
COM
OKE
0.17%
COM
ADP
0.17%
COM
VEU
0.16%
ALLWRLD EX US
CVS
0.16%
COM
NKE
0.15%
CL B
FFIN
0.15%
COM
HAL
0.14%
COM
FXI
0.14%
CHINA LG-CAP ETF
IWM
0.14%
RUSSELL 2000 ETF
IEMG
0.13%
CORE MSCI EMKT
EFA
0.13%
MSCI EAFE ETF
SLB
0.13%
COM
MDLZ
0.13%
CL A
CTL
0.12%
COM
QLD
0.12%
PSHS ULTRA QQQ
MXI
0.12%
GLOBAL MATER ETF
CTSH
0.11%
CL A
AMLP
0.11%
ALERIAN MLP
IBTX
0.11%
COM
COP
0.11%
COM
AGN
0.11%
SHS
STWD
0.1%
COM
HCA
0.1%
COM
GILD
0.1%
COM
MMP
0.1%
COM UNIT RP LP
IRM
0.1%
COM
MS
0.09%
COM NEW
EMR
0.08%
COM
XBI
0.08%
S&P BIOTECH
PSA
0.08%
COM
ANDX
0.08%
UNIT LP INT
PB
0.07%
COM
REZI
0.07%
COM
IVV
0.07%
CORE S&P500 ETF
LOW
0.07%
COM
IHF
0.07%
US HLTHCR PR ETF
JKK
0.06%
MRGSTR SM CP GR
WFC
0.06%
COM
MMM
0.06%
COM
BAC
0.06%
COM
SPY
0.05%
TR UNIT
UN
0.05%
N Y SHS NEW
KEX
0.05%
COM
CHESTNUT...
0.05%
COM
RH
0.05%
COM
GE
0.05%
COM
KMB
0.05%
COM
DVY
0.05%
SELECT DIVID ETF
MO
0.05%
COM
DUK
0.05%
COM NEW
GRIFFIN ...
0.03%
COM
AKBA
0.03%
COM
ZIOP
0.01%
COM
PHARMACY...
< 0.01%
COM
12 RETEC...
< 0.01%
COM
ETP
0.61%
UNIT LTD PRT INT
NFX
0.34%
COM
XOP
0.09%
S&P OILGAS EXP
MAR
0.08%
CL A
IBM
0.05%
COM
PM
0.04%
COM
KERX
0.04%
COM
SANITEC ...
< 0.01%
COM