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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.
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Market Cap
Large
Value
Mid
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Small
Growth
39
2
2
2
2
0
40
6
3
ADELL HARRIMAN CARPENTER INC

Time Period2017-12-31

Total Holdings145

Total Value ($x1000)472,551
Activities
New8

Increased36

Unchanged16

Decreased85

Sold Out5

Top 10 Stock Holdingstotal 28.7%
AAPL5.82

V2.96

JPM2.77

XOM2.63

MSFT2.58

 
AMZN2.46

AVGO2.45

BABA2.43

JNJ2.32

EQIX2.28

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.82%
COM
V
2.96%
COM CL A
JPM
2.77%
COM
XOM
2.63%
COM
MSFT
2.58%
COM
AMZN
2.46%
COM
AVGO
2.45%
SHS
BABA
2.43%
SPONSORED ADS
JNJ
2.32%
COM
EQIX
2.28%
COM PAR $0.001
EPD
2.24%
COM
AMT
2.23%
COM
PEP
2.21%
COM
HD
2.17%
COM
HON
2.1%
COM
GOOG
2.02%
CAP STK CL C
ABBV
1.94%
COM
FB
1.84%
CL A
BX
1.7%
COM UNIT LTD
UTX
1.69%
COM
CSCO
1.68%
COM
EEM
1.5%
MSCI EMG MKT ETF
BLK
1.46%
COM
GOOGL
1.44%
CAP STK CL A
SBUX
1.37%
COM
INTC
1.37%
COM
MU
1.32%
COM
PANW
1.22%
COM
ORCL
1.17%
COM
KBWY
1.16%
KBW YIELD REIT
MCD
1.15%
COM
CRM
1.11%
COM
PFE
1.09%
COM
AMGN
1.04%
COM
IBB
1.01%
NASDQ BIOTEC ETF
UNH
0.99%
COM
PG
0.98%
COM
TD
0.96%
COM NEW
VZ
0.96%
COM
DIS
0.92%
COM DISNEY
MPC
0.92%
COM
IYR
0.91%
U.S. REAL ES ETF
AGN
0.86%
SHS
T
0.84%
COM
LYB
0.83%
SHS - A -
CMCSA
0.83%
CL A
APC
0.81%
COM
DWDP
0.74%
COM
RDS/B
0.73%
SPON ADR B
NFLX
0.71%
COM
QCOM
0.62%
COM
CVX
0.59%
COM
SPG
0.52%
COM
CELG
0.49%
COM
RTN
0.47%
COM NEW
CERN
0.45%
COM
WBA
0.45%
COM
IVZ
0.45%
SHS
ETP
0.45%
UNIT LTD PRT INT
PSX
0.44%
COM
SLB
0.44%
COM
BIIB
0.43%
COM
NFX
0.41%
COM
BNS
0.4%
COM
NVDA
0.4%
COM
DWX
0.4%
S&P INTL ETF
GIS
0.4%
COM
VLO
0.39%
COM
GEM
0.39%
ACTIVEBETA EME
DHR
0.39%
COM
WPS
0.39%
INTL DEVPPTY ETF
NEE
0.36%
COM
KHC
0.36%
COM
JAZZ
0.34%
SHS USD
INDA
0.34%
MSCI INDIA ETF
NEP
0.33%
COM UNIT PART IN
KO
0.32%
COM
VWO
0.3%
FTSE EMR MKT ETF
OXY
0.3%
COM
UNIT
0.3%
COM
C
0.28%
COM NEW
BA
0.26%
COM
COST
0.24%
COM
CNP
0.23%
COM
IEMG
0.23%
CORE MSCI EMKT
VEU
0.21%
ALLWRLD EX US
WMT
0.21%
COM
AMLP
0.2%
ALERIAN MLP
TMO
0.19%
COM
CTL
0.19%
COM
ADP
0.18%
COM
HAL
0.17%
COM
KKR
0.17%
COM UNITS
IBTX
0.16%
COM
GE
0.15%
COM
WFC
0.15%
COM
COP
0.14%
COM
NKE
0.14%
CL B
GILD
0.14%
COM
IRM
0.13%
COM
CTSH
0.13%
CL A
WPZ
0.12%
COM UNIT LTD PAR
USCR
0.12%
COM NEW
MAR
0.12%
CL A
FXI
0.12%
CHINA LG-CAP ETF
EMR
0.11%
COM
IWM
0.1%
RUSSELL 2000 ETF
MDLZ
0.1%
CL A
HCA
0.09%
COM
BAC
0.09%
COM
PSA
0.09%
COM
PB
0.09%
COM
ABT
0.08%
COM
EFA
0.08%
MSCI EAFE ETF
MMP
0.08%
COM UNIT RP LP
MXI
0.08%
GLOBAL MATER ETF
MA
0.08%
CL A
CHESTNUT...
0.08%
COM
MMM
0.08%
COM
IVV
0.07%
CORE S&P500 ETF
WHR
0.07%
COM
JKK
0.07%
MRGSTR SM CP GR
IDV
0.07%
INTL SEL DIV ETF
MO
0.07%
COM
UN
0.06%
N Y SHS NEW
PM
0.06%
COM
IHF
0.06%
US HLTHCR PR ETF
KEX
0.06%
COM
KMB
0.06%
COM
KERX
0.06%
COM
QLD
0.05%
PSHS ULTRA QQQ
ORLY
0.05%
COM
BCE
0.05%
COM NEW
SPY
0.05%
TR UNIT
CVS
0.05%
COM
DUK
0.05%
COM NEW
LOW
0.05%
COM
IWD
0.04%
RUS 1000 VAL ETF
RH
0.04%
COM
GRIFFIN ...
0.03%
COM
ZIOP
0.02%
COM
GGN
0.02%
COM SH BEN INT
NUVISTA ...
0.02%
COM
DELPHI E...
< 0.01%
COM
PHARMACY...
< 0.01%
COM
KBWD
0.35%
KBW HG YLD FIN
PAA
0.06%
UNIT LTD PARTN
FAS
0.05%
DLY FIN BULL NEW
BRK.B
0.05%
CL B NEW
ANDX
0.04%
UNIT LP INT