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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
38
6
0
1
2
1
30
5
1
BANK OF STOCKTON

Time Period2019-03-31

Total Holdings106

Total Value ($x1000)194,423
Activities
New13

Increased55

Unchanged3

Decreased35

Sold Out4

Top 10 Stock Holdingstotal 51.67%
IJH15.61

IJR10.51

MNA6.18

SCZ4.11

IVV3.53

 
IJK2.96

AAPL2.4

ICF2.39

V2

IVW1.98

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
15.61%
CORE S&P MCP ETF
IJR
10.51%
CORE S&P SCP ETF
MNA
6.18%
IQ MRGR ARB ETF
SCZ
4.11%
EAFE SML CP ETF
IVV
3.53%
CORE S&P500 ETF
IJK
2.96%
S&P MC 400GR ETF
AAPL
2.4%
COM
ICF
2.39%
COHEN&STEER REIT
V
2%
COM CL A
IVW
1.98%
S&P 500 GRWT ETF
HEDJ
1.91%
EUROPE HEDGED EQ
CVX
1.65%
COM
HD
1.6%
COM
JPM
1.49%
COM
COST
1.26%
COM
BDX
1.17%
COM
AXP
1.17%
COM
CMCSA
1.15%
CL A
ABT
1.14%
COM
MSFT
1.13%
COM
GOOGL
1.13%
CAP STK CL A
EEM
1.07%
MSCI EMG MKT ETF
DIS
1.04%
COM DISNEY
MMM
0.95%
COM
EFA
0.95%
MSCI EAFE ETF
ADI
0.94%
COM
UTX
0.9%
COM
ADBE
0.87%
COM
ACN
0.85%
SHS CLASS A
VTR
0.84%
COM
PH
0.81%
COM
PPG
0.77%
COM
EA
0.73%
COM
JNJ
0.71%
COM
FISV
0.69%
COM
SYK
0.68%
COM
ALL
0.67%
COM
VZ
0.67%
COM
WAT
0.66%
COM
PSX
0.66%
COM
RE
0.64%
COM
TRV
0.62%
COM
CWB
0.56%
BRC CNV SECS ETF
NEE
0.54%
COM
ABBV
0.54%
COM
BA
0.5%
COM
CVS
0.48%
COM
IVE
0.48%
S&P 500 VAL ETF
MCD
0.46%
COM
FB
0.45%
CL A
WMT
0.45%
COM
NKE
0.44%
CL B
XOM
0.43%
COM
PEP
0.43%
COM
STI
0.41%
COM
ORCL
0.4%
COM
T
0.37%
COM
GD
0.37%
COM
MDT
0.36%
SHS
IBM
0.32%
COM
YUM
0.31%
COM
PKG
0.31%
COM
PML
0.3%
COM
HBAN
0.29%
COM
LOW
0.28%
COM
BMY
0.28%
COM
UL
0.27%
SPON ADR NEW
SCHW
0.26%
COM
MCK
0.26%
COM
PFE
0.26%
COM
GOOG
0.25%
CAP STK CL C
WFC
0.25%
COM
PYPL
0.24%
COM
MU
0.24%
COM
INTC
0.23%
COM
BAC
0.22%
COM
PG
0.22%
COM
IJJ
0.22%
S&P MC 400VL ETF
SPGI
0.21%
COM
NOC
0.2%
COM
MRK
0.2%
COM
MORN
0.18%
COM
HON
0.18%
COM
ABC
0.18%
COM
KO
0.18%
COM
UNP
0.18%
COM
WEC
0.17%
COM
IWF
0.17%
RUS 1000 GRW ETF
GIS
0.17%
COM
AMT
0.17%
COM
WSM
0.16%
COM
SLB
0.15%
COM
LRCX
0.15%
COM
VUG
0.14%
GROWTH ETF
CSCO
0.14%
COM
QCOM
0.14%
COM
CAG
0.14%
COM
ES
0.13%
COM
EMR
0.12%
COM
MO
0.11%
COM
BKN
0.11%
COM
OXY
0.11%
COM
EW
0.1%
COM
CL
0.1%
COM
MYL
0.1%
SHS EURO
DMF
0.06%
COM
LLY
0.24%
COM
VTIP
0.16%
STRM INFPROIDX
CMF
0.13%
CALI AMT-FRE ETF
WM
0.13%
COM