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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
Blend
Small
Growth
38
2
3
2
2
0
43
4
1
ADELL HARRIMAN CARPENTER INC

Time Period2019-03-31

Total Holdings143

Total Value ($x1000)514,146
Activities
New5

Increased48

Unchanged12

Decreased78

Sold Out9

Top 10 Stock Holdingstotal 30.26%
AAPL5.35

MSFT3.51

V3.35

AVGO3.2

AMZN2.84

 
AMT2.63

CSCO2.5

EPD2.41

JPM2.3

BABA2.17

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.35%
COM
MSFT
3.51%
COM
V
3.35%
COM CL A
AVGO
3.2%
COM
AMZN
2.84%
COM
AMT
2.63%
COM
CSCO
2.5%
COM
EPD
2.41%
COM
JPM
2.3%
COM
BABA
2.17%
SPONSORED ADS
PANW
2.17%
COM
JNJ
2.1%
COM
EQIX
2.06%
COM PAR $0.001
XOM
2.05%
COM
BX
2.04%
COM UNIT LTD
HD
1.98%
COM
HON
1.91%
COM
PEP
1.75%
COM
UTX
1.69%
COM
UNH
1.65%
COM
GOOG
1.64%
CAP STK CL C
INTC
1.53%
COM
CRM
1.44%
COM
PFE
1.43%
COM
MCD
1.37%
COM
GOOGL
1.33%
CAP STK CL A
ABBV
1.24%
COM
MPC
1.21%
COM
BLK
1.21%
COM
VZ
1.18%
COM
AMGN
1.17%
COM
MU
1.14%
COM
EEM
1.07%
MSCI EMG MKT ETF
NFLX
1.07%
COM
SBUX
1.02%
COM
MA
0.99%
CL A
KBWY
0.97%
KBW PREM YIELD
CMCSA
0.96%
CL A
TD
0.96%
COM NEW
ORCL
0.86%
COM
BA
0.85%
COM
FB
0.82%
CL A
IBB
0.81%
NASDQ BIOTEC ETF
OXY
0.8%
COM
DIS
0.8%
COM DISNEY
RDS/B
0.74%
SPON ADR B
VLO
0.73%
COM
IYR
0.71%
U.S. REAL ES ETF
ETE
0.69%
COM UT LTD PTN
CVX
0.68%
COM
TMO
0.67%
COM
RTN
0.66%
COM NEW
COST
0.63%
COM
APC
0.63%
COM
KMI
0.57%
COM
NVDA
0.56%
COM
C
0.56%
COM NEW
PG
0.55%
COM
ADBE
0.55%
COM
OKE
0.48%
COM
KKR
0.48%
CL A
WMB
0.48%
COM
DHR
0.47%
COM
SPG
0.47%
COM
NEE
0.46%
COM
LYB
0.41%
SHS - A -
WMT
0.36%
COM
WBA
0.35%
COM
PSX
0.34%
COM
NEP
0.32%
COM UNIT PART IN
JAZZ
0.31%
SHS USD
TXN
0.31%
COM
CERN
0.31%
COM
PYPL
0.31%
COM
WPS
0.3%
INTL DEVPPTY ETF
DWX
0.3%
S&P INTL ETF
BNS
0.29%
COM
GEM
0.28%
ACTIVEBETA EME
KO
0.27%
COM
ABT
0.26%
COM
QCOM
0.25%
COM
STWD
0.23%
COM
CELG
0.22%
COM
CNP
0.21%
COM
RDS/A
0.21%
SPONS ADR A
GIS
0.21%
COM
TGT
0.2%
COM
T
0.2%
COM
VWO
0.2%
FTSE EMR MKT ETF
ADP
0.18%
COM
IDV
0.16%
INTL SEL DIV ETF
QLD
0.14%
PSHS ULTRA QQQ
IWM
0.14%
RUSSELL 2000 ETF
NKE
0.13%
CL B
FXI
0.12%
CHINA LG-CAP ETF
BIIB
0.11%
COM
CVS
0.11%
COM
IBTX
0.11%
COM
IEMG
0.11%
CORE MSCI EMKT
IRM
0.11%
COM
AMLP
0.11%
ALERIAN MLP
HCA
0.1%
COM
MMP
0.1%
COM UNIT RP LP
XBI
0.09%
S&P BIOTECH
MXI
0.09%
GLOBAL MATER ETF
HAL
0.09%
COM
SLB
0.09%
COM
DWDP
0.08%
COM
CTSH
0.08%
CL A
EMR
0.08%
COM
MDLZ
0.08%
CL A
FFIN
0.08%
COM
REZI
0.08%
COM
EFA
0.08%
MSCI EAFE ETF
ANDX
0.07%
UNIT LP INT
PSA
0.07%
COM
PB
0.07%
COM
COP
0.07%
COM
JKK
0.07%
MRGSTR SM CP GR
LOW
0.07%
COM
BAC
0.06%
COM
IHF
0.06%
US HLTHCR PR ETF
GE
0.06%
COM
MMM
0.06%
COM
GILD
0.05%
COM
INDA
0.05%
MSCI INDIA ETF
CHESTNUT...
0.05%
COM
SPY
0.05%
TR UNIT
KEX
0.05%
COM
UN
0.05%
N Y SHS NEW
IVV
0.05%
CORE S&P500 ETF
WFC
0.05%
COM
ABTX
0.05%
COM
MO
0.04%
COM
PM
0.04%
COM
ENB
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
IBM
0.04%
COM
AKBA
0.03%
COM
GRIFFIN ...
0.02%
COM
ZIOP
0.02%
COM
PHARMACY...
< 0.01%
COM
12 RETEC...
< 0.01%
COM
UNIT
0.23%
COM
IVZ
0.2%
SHS
VEU
0.16%
ALLWRLD EX US
CTL
0.12%
COM
AGN
0.11%
SHS
MS
0.09%
COM NEW
RH
0.05%
COM
KMB
0.05%
COM
DUK
0.05%
COM NEW