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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
35
6
0
1
2
1
27
3
1
BANK OF STOCKTON

Time Period2018-12-31

Total Holdings97

Total Value ($x1000)165,024
Activities
New3

Increased22

Unchanged10

Decreased62

Sold Out14

Top 10 Stock Holdingstotal 51.86%
IJH15.9

IJR10.89

MNA6.39

SCZ4.27

IVV3.54

 
ICF2.41

IJK2.36

AAPL2.26

V1.98

HEDJ1.86

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
15.9%
CORE S&P MCP ETF
IJR
10.89%
CORE S&P SCP ETF
MNA
6.39%
IQ MRGR ARB ETF
SCZ
4.27%
EAFE SML CP ETF
IVV
3.54%
CORE S&P500 ETF
ICF
2.41%
COHEN&STEER REIT
IJK
2.36%
S&P MC 400GR ETF
AAPL
2.26%
COM
V
1.98%
COM CL A
HEDJ
1.86%
EUROPE HEDGED EQ
CVX
1.67%
COM
HD
1.66%
COM
JPM
1.58%
COM
EFA
1.32%
MSCI EAFE ETF
DIS
1.25%
COM DISNEY
MSFT
1.23%
COM
BDX
1.22%
COM
EEM
1.19%
MSCI EMG MKT ETF
CMCSA
1.18%
CL A
AXP
1.16%
COM
COST
1.14%
COM
ABT
1.12%
COM
GOOGL
1.09%
CAP STK CL A
MMM
1.05%
COM
VTR
1.01%
COM
IVW
0.88%
S&P 500 GRWT ETF
UTX
0.86%
COM
ADI
0.85%
COM
JNJ
0.84%
COM
ADBE
0.83%
COM
PPG
0.83%
COM
ACN
0.81%
SHS CLASS A
PH
0.79%
COM
RE
0.76%
COM
VZ
0.74%
COM
ABBV
0.74%
COM
ALL
0.71%
COM
EA
0.69%
COM
FISV
0.68%
COM
PSX
0.67%
COM
TRV
0.65%
COM
CWB
0.63%
BRC CNV SECS ETF
SYK
0.62%
COM
CVS
0.61%
COM
WAT
0.6%
COM
NEE
0.57%
COM
XOM
0.54%
COM
INTC
0.48%
COM
BA
0.48%
COM
MCD
0.48%
COM
NKE
0.46%
CL B
PEP
0.45%
COM
STI
0.45%
COM
BMY
0.44%
COM
WMT
0.43%
COM
T
0.41%
COM
MDT
0.4%
SHS
FB
0.4%
CL A
GD
0.38%
COM
IVE
0.36%
S&P 500 VAL ETF
ORCL
0.35%
COM
MCK
0.32%
COM
HBAN
0.32%
COM
KO
0.31%
COM
PML
0.3%
COM
UL
0.29%
SPON ADR NEW
YUM
0.29%
COM
PG
0.28%
COM
PKG
0.28%
COM
SCHW
0.28%
COM
PFE
0.26%
COM
MRK
0.24%
COM
LOW
0.24%
COM
LLY
0.24%
COM
ES
0.22%
COM
BAC
0.21%
COM
ABC
0.21%
COM
PYPL
0.21%
COM
MU
0.21%
COM
SPGI
0.21%
COM
GOOG
0.2%
CAP STK CL C
NOC
0.18%
COM
IBM
0.18%
COM
SLB
0.18%
COM
MORN
0.17%
COM
WEC
0.17%
COM
VTIP
0.16%
STRM INFPROIDX
WSM
0.16%
COM
GIS
0.15%
COM
AMT
0.15%
COM
CMF
0.13%
CALI AMT-FRE ETF
WM
0.13%
COM
CAG
0.13%
COM
EMR
0.12%
COM
MYL
0.12%
SHS EURO
BKN
0.09%
COM
DMF
0.06%
COM
PF
0.67%
COM
ESRX
0.57%
COM
CI
0.38%
COM
EPD
0.12%
COM
COF
0.12%
COM
LRCX
0.12%
COM
CL
0.12%
COM
CSCO
0.11%
COM
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
US SAVIN...
0.04%
PRN