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
0
0
1
0
0
0
0
0
0
APPLETON GROUP LLC

Time Period2018-06-30

Total Holdings26

Total Value ($x1000)76,091
Activities
New5

Increased14

Unchanged1

Decreased6

Sold Out8

Top 10 Stock Holdingstotal 87.84%
SCHG23.55

SPY13.48

SCHA11.42

CWB8.03

PGX7.2

 
SCHX6.64

VCSH6.44

IWD5.88

JNK3.12

IWN2.08

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHG
23.55%
US LCAP GR ETF
SPY
13.48%
TR UNIT
SCHA
11.42%
US SML CAP ETF
CWB
8.03%
BRC CNV SECS ETF
PGX
7.2%
PFD ETF
SCHX
6.64%
US LRG CAP ETF
VCSH
6.44%
SHRT TRM CORP BD
IWD
5.88%
RUS 1000 VAL ETF
JNK
3.12%
BRC HGH YLD BD
IWN
2.08%
RUS 2000 VAL ETF
FDN
1.22%
DJ INTERNT IDX
XBI
1.2%
S&P BIOTECH
XES
1.12%
OILGAS EQUIP
XLU
1.1%
SBI INT-UTILS
XLE
1.09%
SBI INT-ENERGY
XLY
0.98%
SBI CONS DISCR
SCHZ
0.9%
US AGGREGATE B
XLV
0.89%
SBI HEALTHCARE
KIE
0.83%
S&P INS ETF
LQD
0.67%
IBOXX INV CP ETF
SCHM
0.61%
US MID-CAP ETF
SCHV
0.56%
US LCAP VA ETF
NCBS
0.31%
COM
SCHF
0.27%
INTL EQTY ETF
SCHP
0.26%
US TIPS ETF
MTG
0.16%
COM
SCHH
10.26%
US REIT ETF
QQQ
8.92%
UNIT SER 1
SCHE
7.92%
EMRG MKTEQ ETF
XLF
0.78%
SBI INT-FINL
VBR
0.25%
SM CP VAL ETF
ETN
0.24%
SHS
PLXS
0.23%
COM
BMI
0.23%
COM