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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
32
2
0
1
0
0
24
1
1
BERKELEY CAPITAL PARTNERS LLC

Time Period2018-12-31

Total Holdings122

Total Value ($x1000)179,690
Activities
New25

Increased47

Unchanged8

Decreased42

Sold Out19

Top 10 Stock Holdingstotal 56.79%
SPY9.97

VCIT9.06

VCLT7.02

IVV6.77

VYM6.74

 
VWO5.47

VHT3.36

VPU3.28

VGT2.86

GDX2.26

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.97%
TR UNIT
VCIT
9.06%
INT-TERM CORP
VCLT
7.02%
LG-TERM COR BD
IVV
6.77%
CORE S&P500 ETF
VYM
6.74%
HIGH DIV YLD
VWO
5.47%
FTSE EMR MKT ETF
VHT
3.36%
HEALTH CAR ETF
VPU
3.28%
UTILITIES ETF
VGT
2.86%
INF TECH ETF
GDX
2.26%
GOLD MINER ETF
MO
2.05%
COM
PCY
1.3%
EMRNG MKT SVRG
AMJ
1.26%
ALERIAN ML ETN
XOM
1%
COM
VO
1%
MID CAP ETF
VCSH
0.95%
SHRT TRM CORP BD
AAPL
0.93%
COM
PFE
0.91%
COM
SO
0.85%
COM
KO
0.82%
COM
RDS/A
0.77%
SPONS ADR A
VEU
0.77%
ALLWRLD EX US
JNJ
0.73%
COM
XLV
0.7%
SBI HEALTHCARE
PG
0.66%
COM
AMLP
0.64%
ALERIAN MLP
MSFT
0.64%
COM
T
0.59%
COM
OIH
0.59%
OIL SVCS ETF
PM
0.59%
COM
VZ
0.58%
COM
SBUX
0.57%
COM
VB
0.56%
SMALL CP ETF
IWF
0.55%
RUS 1000 GRW ETF
CVS
0.54%
COM
SCHE
0.52%
EMRG MKTEQ ETF
NTR
0.52%
COM
DIS
0.52%
COM DISNEY
AZN
0.52%
SPONSORED ADR
JPM
0.52%
COM
GS
0.51%
COM
QCOM
0.5%
COM
WPM
0.49%
COM
OXY
0.47%
COM
CVX
0.45%
COM
BMY
0.43%
COM
BHP
0.42%
SPONSORED ADR
FB
0.42%
CL A
CSCO
0.42%
COM
GIS
0.41%
COM
KMI
0.41%
COM
HD
0.41%
COM
WY
0.39%
COM
IWB
0.37%
RUS 1000 ETF
VTI
0.36%
TOTAL STK MKT
IBM
0.35%
COM
VV
0.35%
LARGE CAP ETF
BA
0.34%
COM
AMZN
0.33%
COM
MCD
0.32%
COM
INDY
0.32%
INDIA 50 ETF
DWDP
0.31%
COM
TOTAL S ...
0.3%
SPONSORED ADR
SH
0.3%
PSHS SHRT S&P500
SPLV
0.3%
S&P500 LOW VOL
DUK
0.29%
COM NEW
MOS
0.28%
COM
HBC
0.28%
SPON ADR NEW
C
0.28%
COM NEW
VTV
0.27%
VALUE ETF
APC
0.27%
COM
BABA
0.26%
SPONSORED ADS
V
0.26%
COM CL A
ICE
0.26%
COM
VUG
0.26%
GROWTH ETF
UNH
0.25%
COM
VDE
0.25%
ENERGY ETF
NEE
0.25%
COM
VOD
0.24%
SPNSR ADR NO PAR
ABBV
0.24%
COM
COP
0.24%
COM
WFC
0.23%
COM
FEYE
0.22%
COM
HYG
0.22%
IBOXX HI YD ETF
VCR
0.21%
CONSUM DIS ETF
VOO
0.21%
SHS
GSK
0.21%
SPONSORED ADR
NLY
0.21%
COM
XLU
0.19%
SBI INT-UTILS
NEM
0.19%
COM
NKE
0.19%
CL B
PAYX
0.19%
COM
PEP
0.19%
COM
VNQ
0.18%
REIT ETF
RDS/B
0.18%
SPON ADR B
EFA
0.17%
MSCI EAFE ETF
GOOGL
0.17%
CAP STK CL A
AMT
0.17%
COM
SDY
0.17%
S&P DIVID ETF
DBC
0.17%
UNIT
ABX
0.17%
COM
MRK
0.17%
COM
UPS
0.17%
CL B
CB
0.16%
COM
BP
0.16%
SPONSORED ADR
NVS
0.16%
SPONSORED ADR
UN
0.16%
N Y SHS NEW
INTC
0.15%
COM
CPB
0.15%
COM
GOOG
0.15%
CAP STK CL C
EEM
0.15%
MSCI EMG MKT ETF
STI
0.15%
COM
ISRG
0.14%
COM NEW
KMB
0.13%
COM
MTT
0.13%
COM
VMO
0.07%
COM
CUZ
0.05%
COM
SIRI
0.03%
COM
LYG
0.03%
SPONSORED ADR
THM
0.01%
COM
AAU
< 0.01%
COM CL B
C/WS/A
< 0.01%
*W EXP 01/04/201
PSQ
2.76%
SHORT QQQ NEW
QQQ
1.13%
UNIT SER 1
NOV
0.75%
COM
EUFN
0.72%
MSCI EURO FL ETF
XLF
0.64%
SBI INT-FINL
SLB
0.43%
COM
KMI/PA
0.42%
PFD SER A
SAN
0.36%
ADR
RWM
0.33%
SHRT RUSSELL2000
AIG
0.32%
COM NEW
ALB
0.32%
COM
VALE
0.27%
ADR
GLD
0.27%
GOLD SHS
XYL
0.24%
COM
GDXJ
0.23%
JR GOLD MINERS E
NFLX
0.16%
COM
WMT
0.14%
COM
SLV
0.13%
ISHARES
GE
0.09%
COM