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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
3
1
28
3
0
BANK OF STOCKTON

Time Period2018-06-30

Total Holdings101

Total Value ($x1000)184,318
Activities
New3

Increased37

Unchanged14

Decreased47

Sold Out9

Top 10 Stock Holdingstotal 52.42%
IJH17.06

IJR11.04

MNA5.52

SCZ5.1

IVV3.37

 
IJK2.46

AAPL2.07

ICF2

HEDJ1.94

V1.86

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
17.06%
CORE S&P MCP ETF
IJR
11.04%
CORE S&P SCP ETF
MNA
5.52%
IQ MRGR ARB ETF
SCZ
5.1%
EAFE SML CP ETF
IVV
3.37%
CORE S&P500 ETF
IJK
2.46%
S&P MC 400GR ETF
AAPL
2.07%
COM
ICF
2%
COHEN&STEER REIT
HEDJ
1.94%
EUROPE HEDGED EQ
V
1.86%
COM CL A
HD
1.74%
COM
CVX
1.7%
COM
EEM
1.53%
MSCI EMG MKT ETF
JPM
1.51%
COM
EFA
1.36%
MSCI EAFE ETF
BDX
1.14%
COM
EA
1.08%
COM
MSFT
1.07%
COM
DIS
1.05%
COM DISNEY
AXP
1.05%
COM
CMCSA
1.02%
CL A
MMM
1%
COM
GOOGL
1%
CAP STK CL A
COST
0.99%
COM
VTR
0.97%
COM
UTX
0.91%
COM
ACN
0.87%
SHS CLASS A
ADI
0.86%
COM
ABT
0.84%
COM
ABBV
0.82%
COM
ADBE
0.81%
COM
ALL
0.8%
COM
RE
0.79%
COM
PPG
0.78%
COM
TRV
0.78%
COM
PH
0.76%
COM
PSX
0.76%
COM
PF
0.73%
COM
JNJ
0.71%
COM
SYK
0.6%
COM
FISV
0.59%
COM
VZ
0.58%
COM
WAT
0.56%
COM
STI
0.54%
COM
CVS
0.54%
COM
FB
0.52%
CL A
XOM
0.48%
COM
NEE
0.48%
COM
ESRX
0.47%
COM
BMY
0.46%
COM
T
0.44%
COM
INTC
0.44%
COM
CWB
0.43%
BRC CNV SECS ETF
GD
0.42%
COM
SLB
0.41%
COM
ORCL
0.4%
COM
WMT
0.4%
COM
PEP
0.4%
COM
NKE
0.37%
CL B
HBAN
0.36%
COM
MCD
0.36%
COM
PKG
0.36%
COM
MCK
0.35%
COM
MU
0.34%
COM
CI
0.34%
COM
MDT
0.32%
SHS
SCHW
0.31%
COM
UL
0.29%
SPON ADR NEW
BA
0.25%
COM
PML
0.25%
COM
ABC
0.24%
COM
BAC
0.23%
COM
SPGI
0.23%
COM
LOW
0.23%
COM
MRK
0.23%
COM
IBM
0.21%
COM
KO
0.21%
COM
GOOG
0.21%
CAP STK CL C
NOC
0.21%
COM
PG
0.2%
COM
OC
0.19%
COM
PYPL
0.18%
COM
IVW
0.17%
S&P 500 GRWT ETF
YUM
0.16%
COM
LLY
0.16%
COM
GIS
0.15%
COM
MYL
0.15%
SHS EURO
WSM
0.15%
COM
VTIP
0.15%
STRM INFPROIDX
PFE
0.14%
COM
WEC
0.14%
COM
EMR
0.14%
COM
COF
0.14%
COM
VOD
0.14%
SPNSR ADR NO PAR
CMF
0.12%
CALI AMT-FRE ETF
AMT
0.12%
COM
CSCO
0.11%
COM
USB
0.11%
COM NEW
WM
0.11%
COM
BKN
0.09%
COM
DMF
0.06%
COM
RPG
9.05%
GUG S&P500 PU GR
RFG
7.89%
GUG S&P MC400 PG
RPV
5.89%
GUG S&P500 PU VA
RFV
1.91%
GUG S&P MC400 PV
RZG
0.57%
GUG S&P SC600 PG
BIV
0.24%
INTERMED TERM
TSM
0.15%
SPONSORED ADR
VMBS
0.11%
MORTG-BACK SEC
PFF
0.11%
U.S. PFD STK ETF