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Stock Style
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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
39
4
1
1
2
1
30
5
1
BANK OF STOCKTON

Time Period2018-09-30

Total Holdings108

Total Value ($x1000)197,709
Activities
New10

Increased47

Unchanged9

Decreased42

Sold Out3

Top 10 Stock Holdingstotal 51.78%
IJH16.22

IJR11.15

MNA5.29

SCZ4.77

IVV3.41

 
AAPL2.69

IJK2.34

HEDJ1.99

ICF1.98

V1.94

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
16.22%
CORE S&P MCP ETF
IJR
11.15%
CORE S&P SCP ETF
MNA
5.29%
IQ MRGR ARB ETF
SCZ
4.77%
EAFE SML CP ETF
IVV
3.41%
CORE S&P500 ETF
AAPL
2.69%
COM
IJK
2.34%
S&P MC 400GR ETF
HEDJ
1.99%
EUROPE HEDGED EQ
ICF
1.98%
COHEN&STEER REIT
V
1.94%
COM CL A
CVX
1.73%
COM
HD
1.71%
COM
JPM
1.53%
COM
EFA
1.28%
MSCI EAFE ETF
EEM
1.25%
MSCI EMG MKT ETF
BDX
1.18%
COM
MSFT
1.18%
COM
DIS
1.14%
COM DISNEY
COST
1.1%
COM
AXP
1.08%
COM
GOOGL
1.06%
CAP STK CL A
CMCSA
1.02%
CL A
MMM
0.99%
COM
ABT
0.96%
COM
UTX
0.95%
COM
EA
0.88%
COM
VTR
0.86%
COM
ADBE
0.85%
COM
PH
0.84%
COM
ACN
0.83%
SHS CLASS A
ADI
0.77%
COM
PPG
0.76%
COM
JNJ
0.75%
COM
PSX
0.75%
COM
ALL
0.74%
COM
ABBV
0.72%
COM
CWB
0.69%
BRC CNV SECS ETF
PF
0.67%
COM
RE
0.67%
COM
FISV
0.64%
COM
VZ
0.61%
COM
CVS
0.61%
COM
TRV
0.59%
COM
SYK
0.59%
COM
ESRX
0.57%
COM
STI
0.53%
COM
WAT
0.52%
COM
XOM
0.52%
COM
BMY
0.48%
COM
NEE
0.46%
COM
T
0.45%
COM
FB
0.44%
CL A
BA
0.44%
COM
GD
0.44%
COM
NKE
0.43%
CL B
ORCL
0.43%
COM
INTC
0.39%
COM
CI
0.38%
COM
PEP
0.38%
COM
MCD
0.36%
COM
WMT
0.36%
COM
MDT
0.35%
SHS
SLB
0.34%
COM
HBAN
0.34%
COM
PKG
0.33%
COM
MCK
0.33%
COM
SCHW
0.32%
COM
MU
0.29%
COM
UL
0.28%
SPON ADR NEW
IVW
0.26%
S&P 500 GRWT ETF
KO
0.26%
COM
LOW
0.25%
COM
PML
0.25%
COM
ABC
0.24%
COM
YUM
0.23%
COM
BAC
0.23%
COM
PG
0.21%
COM
SPGI
0.21%
COM
GOOG
0.2%
CAP STK CL C
IBM
0.2%
COM
NOC
0.2%
COM
LLY
0.18%
COM
MORN
0.18%
COM
PYPL
0.18%
COM
MRK
0.18%
COM
WSM
0.18%
COM
PFE
0.16%
COM
MYL
0.14%
SHS EURO
GIS
0.14%
COM
WEC
0.13%
COM
VTIP
0.13%
STRM INFPROIDX
EMR
0.13%
COM
EPD
0.12%
COM
AMT
0.12%
COM
COF
0.12%
COM
LRCX
0.12%
COM
CL
0.12%
COM
CSCO
0.11%
COM
WM
0.11%
COM
CMF
0.11%
CALI AMT-FRE ETF
TSM
0.11%
SPONSORED ADR
BRK.B
0.11%
CL B NEW
DHR
0.1%
COM
ADSK
0.1%
COM
KRE
0.1%
S&P REGL BKG
BKN
0.08%
COM
DMF
0.06%
COM
US SAVIN...
0.04%
PRN
OC
0.19%
COM
VOD
0.14%
SPNSR ADR NO PAR
USB
0.11%
COM NEW