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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
26
2
2
BERKELEY CAPITAL PARTNERS LLC

Time Period2019-03-31

Total Holdings127

Total Value ($x1000)202,218
Activities
New11

Increased60

Unchanged6

Decreased50

Sold Out6

Top 10 Stock Holdingstotal 57.49%
SPY12.44

VCIT8.86

VCLT6.96

VYM6.85

VOO5.49

 
VWO4.24

VGT3.98

VPU3.47

VHT3.45

QQQ1.75

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
12.44%
TR UNIT
VCIT
8.86%
INT-TERM CORP
VCLT
6.96%
LG-TERM COR BD
VYM
6.85%
HIGH DIV YLD
VOO
5.49%
SHS
VWO
4.24%
FTSE EMR MKT ETF
VGT
3.98%
INF TECH ETF
VPU
3.47%
UTILITIES ETF
VHT
3.45%
HEALTH CAR ETF
QQQ
1.75%
UNIT SER 1
PCY
1.33%
EMRNG MKT SVRG
VO
1.1%
MID CAP ETF
XOM
0.97%
COM
AAPL
0.93%
COM
VCSH
0.89%
SHRT TRM CORP BD
GDX
0.89%
GOLD MINER ETF
PFE
0.83%
COM
AMLP
0.75%
ALERIAN MLP
VEU
0.73%
ALLWRLD EX US
RDS/A
0.73%
SPONS ADR A
KO
0.71%
COM
PM
0.71%
COM
T
0.68%
COM
MSFT
0.68%
COM
SO
0.66%
COM
OIH
0.64%
OIL SVCS ETF
XLV
0.63%
SBI HEALTHCARE
JNJ
0.62%
COM
SBUX
0.62%
COM
KMI
0.6%
COM
VB
0.57%
SMALL CP ETF
MO
0.57%
COM
WPM
0.57%
COM
DIS
0.56%
COM DISNEY
C
0.54%
COM NEW
IWF
0.54%
RUS 1000 GRW ETF
QCOM
0.54%
COM
VZ
0.52%
COM
OXY
0.52%
COM
NTR
0.51%
COM
AMJ
0.48%
ALERIAN ML ETN
WY
0.47%
COM
SCHE
0.47%
EMRG MKTEQ ETF
NEM
0.47%
COM
CSCO
0.46%
COM
GS
0.46%
COM
CVS
0.45%
COM
ABX
0.44%
COM
HD
0.43%
COM
AZN
0.43%
SPONSORED ADR
BA
0.41%
COM
CVX
0.41%
COM
BHP
0.41%
SPONSORED ADR
JPM
0.38%
COM
IBM
0.36%
COM
VTI
0.36%
TOTAL STK MKT
SPLV
0.35%
S&P500 LOW VOL
AMZN
0.35%
COM
VV
0.34%
LARGE CAP ETF
PG
0.33%
COM
BABA
0.31%
SPONSORED ADS
IWB
0.31%
RUS 1000 ETF
SQ
0.3%
CL A
V
0.3%
COM CL A
EEM
0.3%
MSCI EMG MKT ETF
MCD
0.29%
COM
ADSK
0.29%
COM
DWDP
0.28%
COM
DOCU
0.27%
COM
ILMN
0.27%
COM
ISRG
0.27%
COM NEW
APC
0.26%
COM
SH
0.26%
PSHS SHRT S&P500
DUK
0.25%
COM NEW
VTV
0.25%
VALUE ETF
VDE
0.25%
ENERGY ETF
UNH
0.25%
COM
NLY
0.25%
COM
VCR
0.24%
CONSUM DIS ETF
VUG
0.24%
GROWTH ETF
FEYE
0.24%
COM
NEE
0.24%
COM
HBC
0.24%
SPON ADR NEW
ICE
0.23%
COM
ABBV
0.23%
COM
COP
0.23%
COM
DDD
0.23%
COM NEW
GSK
0.22%
SPONSORED ADR
AMT
0.21%
COM
NKE
0.21%
CL B
HYG
0.21%
IBOXX HI YD ETF
VOD
0.21%
SPNSR ADR NO PAR
MOS
0.21%
COM
PAYX
0.2%
COM
GIS
0.2%
COM
BP
0.19%
SPONSORED ADR
TOT
0.19%
SPONSORED ADR
VNQ
0.19%
REIT ETF
GOOGL
0.18%
CAP STK CL A
RDS/B
0.17%
SPON ADR B
PEP
0.17%
COM
DBC
0.17%
UNIT
SDY
0.17%
S&P DIVID ETF
NVS
0.16%
SPONSORED ADR
STI
0.16%
COM
MRK
0.16%
COM
NFLX
0.16%
COM
CB
0.16%
COM
INTC
0.16%
COM
BMY
0.15%
COM
CPB
0.15%
COM
UN
0.15%
N Y SHS NEW
FB
0.15%
CL A
GOOG
0.14%
CAP STK CL C
EFA
0.14%
MSCI EAFE ETF
KMB
0.13%
COM
XBI
0.13%
S&P BIOTECH
UPS
0.13%
CL B
MTT
0.13%
COM
XLU
0.12%
SBI INT-UTILS
PPL
0.12%
COM
CHL
0.12%
SPONSORED ADR
VMO
0.07%
COM
CUZ
0.05%
COM
SIRI
0.03%
COM
THM
0.01%
COM
AAU
< 0.01%
COM CL B
IVV
6.77%
CORE S&P500 ETF
INDY
0.32%
INDIA 50 ETF
TOTAL S ...
0.3%
SPONSORED ADR
WFC
0.23%
COM
LYG
0.03%
SPONSORED ADR
C/WS/A
< 0.01%
*W EXP 01/04/201