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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
4
2
2
0
42
5
3
ADELL HARRIMAN CARPENTER INC

Time Period2018-09-30

Total Holdings147

Total Value ($x1000)534,503
Activities
New5

Increased46

Unchanged13

Decreased83

Sold Out9

Top 10 Stock Holdingstotal 30.19%
AAPL6.89

AMZN3.31

V3.23

MSFT3.17

JPM2.62

 
EPD2.28

AVGO2.27

XOM2.2

CSCO2.12

HON2.1

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
6.89%
COM
AMZN
3.31%
COM
V
3.23%
COM CL A
MSFT
3.17%
COM
JPM
2.62%
COM
EPD
2.28%
COM
AVGO
2.27%
COM
XOM
2.2%
COM
CSCO
2.12%
COM
HON
2.1%
COM
HD
2.1%
COM
BABA
2.07%
SPONSORED ADS
JNJ
2.06%
COM
AMT
2.02%
COM
BX
1.97%
COM UNIT LTD
GOOG
1.9%
CAP STK CL C
PANW
1.85%
COM
EQIX
1.78%
COM PAR $0.001
UTX
1.74%
COM
PEP
1.57%
COM
CRM
1.57%
COM
ABBV
1.53%
COM
UNH
1.47%
COM
PFE
1.43%
COM
GOOGL
1.41%
CAP STK CL A
MU
1.41%
COM
BLK
1.37%
COM
INTC
1.28%
COM
FB
1.26%
CL A
EEM
1.15%
MSCI EMG MKT ETF
AMGN
1.15%
COM
NFLX
1.12%
COM
MCD
1.11%
COM
MPC
1.09%
COM
KBWY
1.07%
KBW PREM YIELD
APC
1.04%
COM
IBB
1.01%
NASDQ BIOTEC ETF
TD
0.98%
COM NEW
VZ
0.94%
COM
ORCL
0.91%
COM
BA
0.85%
COM
RDS/B
0.83%
SPON ADR B
DIS
0.79%
COM DISNEY
SBUX
0.77%
COM
RTN
0.76%
COM NEW
IYR
0.68%
U.S. REAL ES ETF
MA
0.68%
CL A
CVX
0.65%
COM
DWDP
0.65%
COM
LYB
0.63%
SHS - A -
ETP
0.61%
UNIT LTD PRT INT
NVDA
0.6%
COM
CMCSA
0.58%
CL A
OXY
0.55%
COM
BNS
0.54%
COM
QCOM
0.51%
COM
PG
0.49%
COM
T
0.47%
COM
CELG
0.45%
COM
JAZZ
0.44%
SHS USD
PSX
0.42%
COM
VLO
0.42%
COM
DHR
0.39%
COM
WBA
0.39%
COM
NEE
0.38%
COM
TMO
0.38%
COM
CERN
0.38%
COM
KMI
0.35%
COM
NFX
0.34%
COM
DWX
0.34%
S&P INTL ETF
WPS
0.33%
INTL DEVPPTY ETF
GEM
0.33%
ACTIVEBETA EME
BIIB
0.31%
COM
SLB
0.29%
COM
AGN
0.27%
SHS
KKR
0.27%
CL A
KO
0.27%
COM
NEP
0.26%
COM UNIT PART IN
COST
0.25%
COM
UNIT
0.25%
COM
SPG
0.24%
COM
C
0.23%
COM NEW
WMT
0.23%
COM
INDA
0.23%
MSCI INDIA ETF
VWO
0.22%
FTSE EMR MKT ETF
IVZ
0.21%
SHS
RDS/A
0.19%
SPONS ADR A
GIS
0.19%
COM
IDV
0.18%
INTL SEL DIV ETF
OKE
0.18%
COM
PYPL
0.17%
COM
ADP
0.17%
COM
VEU
0.17%
ALLWRLD EX US
WMB
0.16%
COM
CNP
0.16%
COM
IWM
0.16%
RUSSELL 2000 ETF
CTL
0.16%
COM
EFA
0.15%
MSCI EAFE ETF
IEMG
0.15%
CORE MSCI EMKT
HAL
0.15%
COM
NKE
0.14%
CL B
MXI
0.14%
GLOBAL MATER ETF
IBTX
0.14%
COM
AMLP
0.13%
ALERIAN MLP
FFIN
0.13%
COM
FXI
0.13%
CHINA LG-CAP ETF
MDLZ
0.13%
CL A
MS
0.12%
COM NEW
CTSH
0.12%
CL A
COP
0.12%
COM
ANDX
0.11%
UNIT LP INT
MMP
0.11%
COM UNIT RP LP
GILD
0.11%
COM
HCA
0.1%
COM
EMR
0.09%
COM
ABT
0.09%
COM
XOP
0.09%
S&P OILGAS EXP
MAR
0.08%
CL A
IRM
0.08%
COM
STWD
0.08%
COM
PSA
0.07%
COM
WFC
0.07%
COM
GE
0.07%
COM
PB
0.07%
COM
QLD
0.07%
PSHS ULTRA QQQ
JKK
0.07%
MRGSTR SM CP GR
BAC
0.07%
COM
IHF
0.07%
US HLTHCR PR ETF
IVV
0.07%
CORE S&P500 ETF
CVS
0.06%
COM
MMM
0.06%
COM
SPY
0.05%
TR UNIT
LOW
0.05%
COM
KEX
0.05%
COM
CHESTNUT...
0.05%
COM
UN
0.05%
N Y SHS NEW
IBM
0.05%
COM
MO
0.05%
COM
KMB
0.05%
COM
RH
0.05%
COM
PM
0.04%
COM
KERX
0.04%
COM
GRIFFIN ...
0.02%
COM
ZIOP
0.01%
COM
12 RETEC...
< 0.01%
COM
PHARMACY...
< 0.01%
COM
SANITEC ...
< 0.01%
COM
LOGM
0.16%
COM
KHC
0.12%
COM
ORLY
0.06%
COM
BCE
0.05%
COM NEW
WPZ
0.05%
COM UNIT LTD PAR
WHR
0.04%
COM
PAA
0.04%
UNIT LTD PARTN
NUVISTA ...
0.02%
COM
GGN
0.01%
COM SH BEN INT