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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
38
3
3
2
2
0
41
6
4
ADELL HARRIMAN CARPENTER INC

Time Period2018-06-30

Total Holdings151

Total Value ($x1000)504,595
Activities
New9

Increased46

Unchanged13

Decreased83

Sold Out5

Top 10 Stock Holdingstotal 29.27%
AAPL5.84

V3.08

AMZN3.07

MSFT2.84

BABA2.7

 
JPM2.5

AVGO2.39

EPD2.37

XOM2.35

HD2.13

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.84%
COM
V
3.08%
COM CL A
AMZN
3.07%
COM
MSFT
2.84%
COM
BABA
2.7%
SPONSORED ADS
JPM
2.5%
COM
AVGO
2.39%
COM
EPD
2.37%
COM
XOM
2.35%
COM
HD
2.13%
COM
AMT
2.12%
COM
CSCO
1.95%
COM
GOOG
1.93%
CAP STK CL C
MU
1.93%
COM
JNJ
1.92%
COM
EQIX
1.89%
COM PAR $0.001
HON
1.85%
COM
PANW
1.81%
COM
BX
1.73%
COM UNIT LTD
FB
1.68%
CL A
PEP
1.63%
COM
BLK
1.58%
COM
ABBV
1.57%
COM
UTX
1.57%
COM
CRM
1.51%
COM
UNH
1.39%
COM
GOOGL
1.37%
CAP STK CL A
INTC
1.34%
COM
EEM
1.25%
MSCI EMG MKT ETF
PFE
1.22%
COM
NFLX
1.22%
COM
MCD
1.16%
COM
KBWY
1.14%
KBW PREM YIELD
APC
1.13%
COM
AMGN
1.08%
COM
IBB
0.98%
NASDQ BIOTEC ETF
TD
0.94%
COM NEW
MPC
0.93%
COM
VZ
0.92%
COM
ORCL
0.87%
COM
RDS/B
0.86%
SPON ADR B
SBUX
0.81%
COM
BA
0.79%
COM
DIS
0.76%
COM DISNEY
LYB
0.74%
SHS - A -
IYR
0.73%
U.S. REAL ES ETF
CVX
0.71%
COM
RTN
0.71%
COM NEW
DWDP
0.7%
COM
BNS
0.6%
COM
ETP
0.59%
UNIT LTD PRT INT
MA
0.58%
CL A
PG
0.54%
COM
NVDA
0.53%
COM
OXY
0.49%
COM
CMCSA
0.49%
CL A
JAZZ
0.47%
SHS USD
T
0.47%
COM
PSX
0.46%
COM
CELG
0.45%
COM
NEE
0.43%
COM
QCOM
0.43%
COM
NFX
0.41%
COM
VLO
0.4%
COM
DHR
0.39%
COM
SLB
0.37%
COM
DWX
0.37%
S&P INTL ETF
CERN
0.37%
COM
GEM
0.37%
ACTIVEBETA EME
WPS
0.36%
INTL DEVPPTY ETF
NEP
0.35%
COM UNIT PART IN
WBA
0.34%
COM
INDA
0.29%
MSCI INDIA ETF
IVZ
0.29%
SHS
BIIB
0.28%
COM
AGN
0.28%
SHS
COST
0.28%
COM
KO
0.28%
COM
UNIT
0.26%
COM
VWO
0.26%
FTSE EMR MKT ETF
KMI
0.25%
COM
TMO
0.25%
COM
C
0.23%
COM NEW
IEMG
0.22%
CORE MSCI EMKT
GIS
0.22%
COM
KKR
0.22%
RDS/A
0.21%
SPONS ADR A
WMT
0.2%
COM
SPG
0.2%
COM
HAL
0.19%
COM
ADP
0.18%
COM
VEU
0.18%
ALLWRLD EX US
MXI
0.18%
GLOBAL MATER ETF
CNP
0.18%
COM
IDV
0.17%
INTL SEL DIV ETF
IWM
0.17%
RUSSELL 2000 ETF
LOGM
0.16%
COM
EFA
0.16%
MSCI EAFE ETF
PYPL
0.16%
COM
IBTX
0.15%
COM
NKE
0.15%
CL B
AMLP
0.14%
ALERIAN MLP
FXI
0.14%
CHINA LG-CAP ETF
MDLZ
0.13%
CL A
CTSH
0.13%
CL A
FFIN
0.13%
COM
MS
0.13%
COM NEW
OKE
0.12%
COM
KHC
0.12%
COM
CTL
0.12%
COM
COP
0.12%
COM
ANDX
0.12%
UNIT LP INT
GILD
0.12%
COM
MMP
0.11%
COM UNIT RP LP
QLD
0.1%
PSHS ULTRA QQQ
XOP
0.09%
S&P OILGAS EXP
EMR
0.09%
COM
GE
0.09%
COM
IRM
0.09%
COM
PSA
0.09%
COM
MAR
0.09%
CL A
ABT
0.09%
COM
WFC
0.09%
COM
HCA
0.08%
COM
PB
0.07%
COM
BAC
0.07%
COM
JKK
0.07%
MRGSTR SM CP GR
IVV
0.07%
CORE S&P500 ETF
IHF
0.06%
US HLTHCR PR ETF
RH
0.06%
COM
MMM
0.06%
COM
KEX
0.06%
COM
CVS
0.06%
COM
SPY
0.06%
TR UNIT
ORLY
0.06%
COM
BCE
0.05%
COM NEW
UN
0.05%
N Y SHS NEW
CHESTNUT...
0.05%
COM
WPZ
0.05%
COM UNIT LTD PAR
MO
0.05%
COM
LOW
0.05%
COM
WHR
0.04%
COM
PM
0.04%
COM
KERX
0.04%
COM
PAA
0.04%
UNIT LTD PARTN
GRIFFIN ...
0.02%
COM
NUVISTA ...
0.02%
COM
ZIOP
0.01%
COM
GGN
0.01%
COM SH BEN INT
12 RETEC...
0.01%
COM
PHARMACY...
< 0.01%
COM
KBWY
1.01%
KBW YIELD REIT
KKR
0.16%
COM UNITS
USCR
0.09%
COM NEW
DUK
0.04%
COM NEW
DELPHI E...
< 0.01%
COM