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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
36
2
3
1
2
0
41
4
2
ADELL HARRIMAN CARPENTER INC

Time Period2019-06-30

Total Holdings133

Total Value ($x1000)535,344
Activities
New2

Increased52

Unchanged15

Decreased64

Sold Out12

Top 10 Stock Holdingstotal 30.93%
AAPL5.43

MSFT3.86

V3.57

AMZN2.87

AVGO2.84

 
2.59

AMT2.57

JPM2.46

CSCO2.44

EPD2.3

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.43%
COM
MSFT
3.86%
COM
V
3.57%
COM CL A
AMZN
2.87%
COM
AVGO
2.84%
COM
BLACKSTO...
2.59%
COM
AMT
2.57%
COM
JPM
2.46%
COM
CSCO
2.44%
COM
EPD
2.3%
COM
EQIX
2.15%
COM PAR $0.001
HD
2.04%
COM
HON
2.02%
COM
JNJ
2.02%
COM
BABA
1.97%
SPONSORED ADS
PEP
1.82%
COM
XOM
1.82%
COM
PANW
1.8%
COM
UTX
1.6%
COM
MCD
1.54%
COM
CRM
1.5%
COM
MPC
1.45%
COM
UNH
1.44%
COM
GOOG
1.42%
CAP STK CL C
PFE
1.39%
COM
BLK
1.28%
COM
GOOGL
1.18%
CAP STK CL A
INTC
1.18%
COM
VZ
1.15%
COM
CMCSA
1.14%
CL A
MA
1.13%
CL A
DIS
1.12%
COM DISNEY
SBUX
1.1%
COM
TD
1.09%
COM NEW
AMGN
1.08%
COM
ABBV
1.03%
COM
NFLX
1.01%
COM
EEM
1%
MSCI EMG MKT ETF
MU
0.93%
COM
QCOM
0.88%
COM
KBWY
0.88%
KBW PREM YIELD
VLO
0.88%
COM
ORCL
0.86%
COM
C
0.82%
COM NEW
ADBE
0.81%
COM
RDS/B
0.77%
SPON ADR B
FB
0.77%
CL A
IYR
0.76%
U.S. REAL ES ETF
CVX
0.73%
COM
BA
0.68%
COM
COST
0.66%
COM
TMO
0.63%
COM
RTN
0.63%
COM NEW
IBB
0.63%
NASDQ BIOTEC ETF
ETE
0.61%
COM UT LTD PTN
APC
0.61%
COM
KMI
0.6%
COM
NEE
0.57%
COM
PG
0.54%
COM
OXY
0.54%
COM
NVDA
0.53%
COM
KKR
0.52%
CL A
WMB
0.51%
COM
LYB
0.5%
SHS - A -
DHR
0.47%
COM
OKE
0.45%
COM
NEP
0.44%
COM UNIT PART IN
SPG
0.44%
COM
PYPL
0.4%
COM
WMT
0.38%
COM
CERN
0.38%
COM
STWD
0.33%
COM
T
0.32%
COM
PSX
0.32%
COM
WBA
0.29%
COM
WPS
0.29%
INTL DEVPPTY ETF
KO
0.29%
COM
TXN
0.28%
COM
JAZZ
0.28%
SHS USD
TGT
0.27%
COM
DWX
0.26%
S&P INTL ETF
ABT
0.24%
COM
GEM
0.23%
ACTIVEBETA EME
BNS
0.2%
COM
CNP
0.19%
COM
MDLZ
0.19%
CL A
GIS
0.18%
COM
CELG
0.17%
COM
ADP
0.17%
COM
VWO
0.16%
FTSE EMR MKT ETF
RDS/A
0.14%
SPONS ADR A
IWM
0.14%
RUSSELL 2000 ETF
IDV
0.13%
INTL SEL DIV ETF
QLD
0.13%
PSHS ULTRA QQQ
CVS
0.12%
COM
NKE
0.12%
CL B
XBI
0.11%
S&P BIOTECH
IRM
0.11%
COM
EMR
0.11%
COM
IBTX
0.11%
COM
MMP
0.11%
COM UNIT RP LP
HCA
0.1%
COM
REZI
0.09%
COM
FFIN
0.08%
COM
FXI
0.08%
CHINA LG-CAP ETF
IEMG
0.08%
CORE MSCI EMKT
PSA
0.08%
COM
AMLP
0.07%
ALERIAN MLP
PB
0.07%
COM
JKK
0.06%
MRGSTR SM CP GR
BAC
0.06%
COM
COP
0.06%
COM
GE
0.06%
COM
SLB
0.06%
COM
LOW
0.06%
COM
SPY
0.06%
TR UNIT
CHESTNUT...
0.05%
COM
KEX
0.05%
COM
GILD
0.05%
COM
MXI
0.05%
GLOBAL MATER ETF
IVV
0.05%
CORE S&P500 ETF
IHF
0.05%
US HLTHCR PR ETF
INDA
0.05%
MSCI INDIA ETF
MMM
0.05%
COM
ENB
0.04%
COM
ABTX
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
WFC
0.04%
COM
RH
0.04%
COM
CTSH
0.04%
CL A
UN
0.04%
N Y SHS NEW
ZIOP
0.03%
COM
AKBA
0.02%
COM
BX
2.04%
COM UNIT LTD
BIIB
0.11%
COM
HAL
0.09%
COM
DWDP
0.08%
COM
EFA
0.08%
MSCI EAFE ETF
ANDX
0.07%
UNIT LP INT
MO
0.04%
COM
PM
0.04%
COM
IBM
0.04%
COM
GRIFFIN ...
0.02%
COM
PHARMACY...
< 0.01%
COM
12 RETEC...
< 0.01%
COM