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
39
4
1
0
3
1
27
3
0
BANK OF STOCKTON

Time Period2018-03-31

Total Holdings107

Total Value ($x1000)239,107
Activities
New4

Increased42

Unchanged9

Decreased52

Sold Out14

Top 10 Stock Holdingstotal 57.38%
IJH12.85

RPG9.05

RFG7.89

IJR7.47

RPV5.89

 
MNA4.32

SCZ3.78

IVV2.45

RFV1.91

IJK1.77

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
12.85%
CORE S&P MCP ETF
RPG
9.05%
GUG S&P500 PU GR
RFG
7.89%
GUG S&P MC400 PG
IJR
7.47%
CORE S&P SCP ETF
RPV
5.89%
GUG S&P500 PU VA
MNA
4.32%
IQ MRGR ARB ETF
SCZ
3.78%
EAFE SML CP ETF
IVV
2.45%
CORE S&P500 ETF
RFV
1.91%
GUG S&P MC400 PV
IJK
1.77%
S&P MC 400GR ETF
ICF
1.58%
COHEN&STEER REIT
AAPL
1.5%
COM
HEDJ
1.47%
EUROPE HEDGED EQ
EEM
1.45%
MSCI EMG MKT ETF
V
1.35%
COM CL A
JPM
1.23%
COM
HD
1.22%
COM
CVX
1.17%
COM
MMM
0.9%
COM
CMCSA
0.83%
CL A
EFA
0.82%
MSCI EAFE ETF
BDX
0.79%
COM
AXP
0.78%
COM
DIS
0.77%
COM DISNEY
MSFT
0.74%
COM
RE
0.73%
COM
TRV
0.73%
COM
GOOGL
0.73%
CAP STK CL A
UTX
0.7%
COM
EA
0.68%
COM
ALL
0.68%
COM
COST
0.67%
COM
ACN
0.67%
SHS CLASS A
PPG
0.66%
COM
PH
0.66%
COM
VTR
0.65%
COM
ADI
0.65%
COM
ABBV
0.64%
COM
JNJ
0.59%
COM
ADBE
0.58%
COM
ABT
0.58%
COM
RZG
0.57%
GUG S&P SC600 PG
PSX
0.49%
COM
PF
0.49%
COM
WAT
0.45%
COM
BMY
0.44%
COM
FISV
0.44%
COM
VZ
0.44%
COM
SYK
0.42%
COM
STI
0.41%
COM
CVS
0.41%
COM
T
0.4%
COM
GD
0.38%
COM
INTC
0.36%
COM
NEE
0.36%
COM
XOM
0.34%
COM
SLB
0.34%
COM
WMT
0.33%
COM
ESRX
0.31%
COM
CI
0.31%
COM
FB
0.31%
CL A
PEP
0.3%
COM
MCK
0.3%
COM
HBAN
0.29%
COM
ORCL
0.29%
COM
PKG
0.27%
COM
OC
0.26%
COM
NKE
0.25%
CL B
MCD
0.24%
COM
BIV
0.24%
INTERMED TERM
MU
0.23%
COM
SCHW
0.2%
COM
LOW
0.19%
COM
MDT
0.19%
SHS
ABC
0.19%
COM
NOC
0.19%
COM
SPGI
0.18%
COM
IBM
0.18%
COM
BAC
0.18%
COM
PG
0.17%
COM
KO
0.17%
COM
UL
0.16%
SPON ADR NEW
MRK
0.16%
COM
TSM
0.15%
SPONSORED ADR
GOOG
0.15%
CAP STK CL C
CMF
0.14%
CALI AMT-FRE ETF
MYL
0.14%
SHS EURO
LLY
0.14%
COM
PYPL
0.13%
COM
VTIP
0.13%
STRM INFPROIDX
GIS
0.13%
COM
IVW
0.12%
S&P 500 GRWT ETF
PML
0.11%
COM
VMBS
0.11%
MORTG-BACK SEC
PFF
0.11%
U.S. PFD STK ETF
PFE
0.11%
COM
WEC
0.1%
COM
EMR
0.1%
COM
VOD
0.1%
SPNSR ADR NO PAR
WSM
0.1%
COM
AMT
0.09%
COM
USB
0.09%
COM NEW
CSCO
0.09%
COM
WM
0.09%
COM
COF
0.08%
COM
BKN
0.07%
COM
DMF
0.05%
COM
VCSH
0.32%
SHRT TRM CORP BD
TRI
0.17%
COM
GE
0.16%
COM
ADP
0.16%
COM
AMGN
0.14%
COM
SIVB
0.13%
COM
ECL
0.11%
COM
SJM
0.1%
COM NEW
D
0.1%
COM
CL
0.1%
COM
IPG
0.09%
COM
AVY
0.08%
COM
WBA
0.08%
COM
MDR
0.07%
COM