Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
9
4
0
3
0
30
4
5
ALBION FINANCIAL GROUP UT

Time Period2019-06-30

Total Holdings209

Total Value ($x1000)774,559
Activities
New11

Increased76

Unchanged68

Decreased54

Sold Out7

Top 10 Stock Holdingstotal 39.96%
VOO10.3

IWR6.09

VEU3.83

VWO3.1

IJR3.03

 
AAPL2.92

AMZN2.9

XLF2.76

MSFT2.75

VCSH2.28

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
10.3%
SHS
IWR
6.09%
RUS MID-CAP ETF
VEU
3.83%
ALLWRLD EX US
VWO
3.1%
FTSE EMR MKT ETF
IJR
3.03%
CORE S&P SCP ETF
AAPL
2.92%
COM
AMZN
2.9%
COM
XLF
2.76%
SBI INT-FINL
MSFT
2.75%
COM
VCSH
2.28%
SHRT TRM CORP BD
V
2.2%
COM CL A
JPM
2%
COM
GOOGL
1.79%
CAP STK CL A
JPST
1.67%
ULTRA SHRT INC
HD
1.63%
COM
BRK.B
1.63%
CL B NEW
DIS
1.62%
COM DISNEY
XLRE
1.57%
RL EST SEL SEC
GE
1.54%
COM
SCHWAB V...
1.54%
COM
FM
1.52%
MSCI FRNTR100ETF
SPY
1.48%
TR UNIT
IBB
1.45%
NASDQ BIOTEC ETF
HON
1.41%
COM
FISV
1.35%
COM
COST
1.23%
COM
CSCO
1.22%
COM
XLE
1.16%
SBI INT-ENERGY
KEY
1.06%
COM
MCD
0.85%
COM
UNH
0.79%
COM
DGRW
0.72%
US DIVD GRT FD
LMT
0.69%
COM
ED
0.68%
COM
CTAS
0.68%
COM
KMB
0.67%
COM
UNP
0.66%
COM
PEP
0.65%
COM
VZ
0.64%
COM
QCOM
0.64%
COM
SDY
0.58%
S&P DIVID ETF
CLX
0.54%
COM
RDS/B
0.51%
SPON ADR B
PAYX
0.5%
COM
UPS
0.49%
CL B
HAS
0.48%
COM
TOT
0.48%
SPONSORED ADR
D
0.46%
COM
INTC
0.46%
COM
AMGN
0.45%
COM
DVY
0.44%
SELECT DIVID ETF
WEC
0.42%
COM
T
0.39%
COM
SCHM
0.39%
US MID-CAP ETF
PRFZ
0.38%
FTSE RAFI 1500
SCHWAB V...
0.37%
COM
TGT
0.36%
COM
DFA US C...
0.35%
COM
LEG
0.34%
COM
DLR
0.34%
COM
SCHG
0.32%
US LCAP GR ETF
IBM
0.31%
COM
IJH
0.3%
CORE S&P MCP ETF
SYY
0.3%
COM
ONEQ
0.29%
NDQ CP IDX TRK
FLRN
0.29%
INV GRD FLT RT
MRK
0.26%
COM
IWZ
0.25%
RUS 3000 GRW ETF
DGRO
0.24%
CORE DIV GRWTH
GPC
0.24%
COM
RYT
0.23%
S&P500 EQL TEC
FIDELITY...
0.22%
COM
VANGUARD...
0.22%
COM
JNJ
0.22%
COM
EVRG
0.21%
COM
EWH
0.21%
MSCI HONG KG ETF
QQQ
0.21%
UNIT SER 1
XOM
0.21%
COM
MS
0.2%
COM NEW
FIMM MON...
0.2%
COM
INVESCO ...
0.2%
COM
DFA SHOR...
0.19%
COM
DFA INTE...
0.19%
COM
MDT
0.18%
SHS
AEP
0.17%
COM
FIDELITY...
0.16%
COM
DFA INTE...
0.16%
COM
BBH
0.16%
BIOTECH ETF
VANGUARD...
0.16%
COM
PYPL
0.15%
COM
FIDELITY...
0.15%
COM
ADBE
0.15%
COM
FOXF
0.15%
COM
FIDELITY...
0.15%
COM
WFC
0.14%
COM
EWC
0.14%
MSCI CDA ETF
UBS SELE...
0.14%
COM
VANGUARD...
0.14%
COM
OAKMARK ...
0.14%
COM
EWS
0.13%
MSCI SINGPOR ETF
FIDELITY...
0.13%
COM
DGS
0.13%
EMG MKTS SMCAP
PG
0.13%
COM
SBUX
0.13%
COM
EQIX
0.13%
COM PAR $0.001
DFA US T...
0.13%
COM
AFL
0.13%
COM
PFE
0.13%
COM
FSS
0.12%
COM
RP
0.12%
COM
GIS
0.11%
COM
EWA
0.11%
MSCI AUST ETF
VUG
0.11%
GROWTH ETF
VANGUARD...
0.11%
COM
STOR
0.11%
COM
TSCO
0.11%
COM
NNN
0.1%
COM
UBS SELE...
0.1%
COM
NFLX
0.1%
COM
DUK
0.1%
COM NEW
CE
0.1%
COM SER A
BLK
0.1%
COM
BABA
0.09%
SPONSORED ADS
KO
0.09%
COM
DFA SELE...
0.09%
COM
BAC
0.08%
COM
VANGUARD...
0.08%
COM
FIDELITY...
0.08%
COM
FIDELITY...
0.08%
COM
FIDELITY...
0.08%
COM
GOOG
0.08%
CAP STK CL C
TIAA-CRE...
0.08%
COM
VAGUARD ...
0.08%
COM
SCHWAB M...
0.08%
COM
HXL
0.08%
COM
ORCL
0.08%
COM
OAKMARK ...
0.08%
COM
FIDELITY...
0.07%
COM
TOTL
0.07%
SPDR TR TACTIC
TENCENT ...
0.07%
COM
MDLZ
0.07%
CL A
NKE
0.07%
CL B
FIDELITY...
0.07%
COM
ADP
0.07%
COM
ISRG
0.07%
COM NEW
SCHWAB S...
0.07%
COM
SCHW
0.07%
COM
FLT
0.07%
COM
TJX
0.07%
COM
ESNT
0.06%
COM
GILD
0.06%
COM
CHKP
0.06%
ORD
IVW
0.05%
S&P 500 GRWT ETF
ABBV
0.05%
COM
VIG
0.05%
DIV APP ETF
TTD
0.05%
CL A
ABT
0.05%
COM
SKT
0.05%
COM
WDIV
0.04%
S&P GLBDIV ETF
SCHWAB S...
0.04%
COM
DTN
0.04%
DIV EX-FINL FD
BERKSHIR...
0.04%
COM
DFA GLOB...
0.04%
COM
FID INTE...
0.04%
COM
VANGUARD...
0.04%
COM
DODGE CO...
0.04%
COM
PS
0.04%
CL A
WM
0.04%
COM
VANGUARD...
0.04%
COM
DODGE & ...
0.04%
COM
ILMN
0.04%
COM
LMAT
0.04%
COM
DFA EMER...
0.04%
COM
LARE
0.04%
TIERRA XP LATIN
SPGI
0.03%
COM
SCHWAB T...
0.03%
COM
IFF
0.03%
COM
BR
0.03%
COM
ES
0.03%
COM
DREYFUS ...
0.03%
COM
AXDX
0.03%
COM
PSX
0.03%
COM
TU
0.03%
COM
SEI TAX ...
0.03%
COM
MO
0.03%
COM
MMM
0.03%
COM
TSLA
0.03%
COM
VGT
0.03%
INF TECH ETF
LYB
0.03%
SHS - A -
CUBE
0.03%
COM
IWF
0.03%
RUS 1000 GRW ETF
CAG
0.03%
COM
DOV
0.03%
COM
METROPOL...
0.03%
COM
SO
0.03%
COM
NUVEEN A...
0.03%
COM
FRANKLIN...
0.02%
COM
TIAA-CRE...
0.02%
COM
PIMCO TO...
0.02%
COM
SEI INTE...
0.01%
COM
PUTNAM T...
0.01%
COM
LBY
0.01%
COM
PERSONAL...
0.01%
COM
FEDERATE...
0.01%
COM
ONVO
< 0.01%
COM
AVEO
< 0.01%
COM
CNAT
< 0.01%
COM
OLIEX IN...
< 0.01%
COM
SUNGOLD ...
< 0.01%
COM
TIF
0.03%
COM
EOLS
0.03%
COM
COP
0.03%
COM
LW
0.03%
COM
SNH
0.02%
SH BEN INT
SEI INTE...
0.02%
COM
DRAD
< 0.01%
COM