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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
63
6
4
2
2
1
30
3
0
CADENCE BANK NA

Time Period2018-06-30

Total Holdings163

Total Value ($x1000)244,847
Activities
New23

Increased49

Unchanged16

Decreased75

Sold Out20

Top 10 Stock Holdingstotal 33.74%
XOM10.64

PG6.1

JNJ2.83

WMT2.33

MSFT2.29

 
JPM2.28

CVX2.05

MRK1.95

KO1.69

INTC1.58

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
XOM
10.64%
COM
PG
6.1%
COM
JNJ
2.83%
COM
WMT
2.33%
COM
MSFT
2.29%
COM
JPM
2.28%
COM
CVX
2.05%
COM
MRK
1.95%
COM
KO
1.69%
COM
INTC
1.58%
COM
VEA
1.51%
FTSE DEV MKT ETF
CSCO
1.47%
COM
PFE
1.36%
COM
BP
1.29%
SPONSORED ADR
MMM
1.22%
COM
ACN
1.17%
SHS CLASS A
NSC
1.12%
COM
IJH
1.09%
CORE S&P MCP ETF
ABT
1.09%
COM
PEG
1.05%
COM
IWF
1.04%
RUS 1000 GRW ETF
AAPL
1.04%
COM
RTN
1.03%
COM NEW
HD
1.01%
COM
SPY
0.99%
TR UNIT
LOW
0.98%
COM
EFA
0.94%
MSCI EAFE ETF
DRI
0.92%
COM
VZ
0.91%
COM
TRV
0.88%
COM
PNC
0.87%
COM
BBT
0.83%
COM
LLY
0.82%
COM
TGT
0.79%
COM
GM
0.78%
COM
LYB
0.77%
SHS - A -
VVC
0.75%
COM
T
0.74%
COM
WBA
0.74%
COM
UNP
0.72%
COM
IBM
0.71%
COM
NVDA
0.7%
COM
CCL
0.69%
PAIRED CTF
UGI
0.68%
COM
MCD
0.67%
COM
NVS
0.67%
SPONSORED ADR
UN
0.66%
N Y SHS NEW
ETN
0.65%
SHS
COP
0.64%
COM
PRU
0.63%
COM
DVY
0.62%
SELECT DIVID ETF
PM
0.61%
COM
ABBV
0.6%
COM
VTI
0.6%
TOTAL STK MKT
DON
0.6%
MIDCAP DIVI FD
OHI
0.59%
COM
PEP
0.58%
COM
IDV
0.57%
INTL SEL DIV ETF
SLB
0.56%
COM
GE
0.54%
COM
HPT
0.52%
COM SH BEN INT
IJR
0.49%
CORE S&P SCP ETF
KSS
0.48%
COM
WFC
0.47%
COM
DWDP
0.46%
COM
TMO
0.46%
COM
HAS
0.45%
COM
DHS
0.45%
EQTY INC ETF
STI
0.44%
COM
IWO
0.43%
RUS 2000 GRW ETF
MA
0.43%
CL A
SEB
0.4%
COM
UTX
0.39%
COM
UNH
0.39%
COM
SDY
0.39%
S&P DIVID ETF
IJK
0.39%
S&P MC 400GR ETF
EPD
0.38%
COM
DTE
0.38%
COM
MDLZ
0.36%
CL A
HPQ
0.36%
COM
IWD
0.36%
RUS 1000 VAL ETF
IJJ
0.36%
S&P MC 400VL ETF
DUK
0.35%
COM NEW
CVS
0.34%
COM
DIS
0.34%
COM DISNEY
BAC
0.33%
COM
BA
0.33%
COM
IWN
0.31%
RUS 2000 VAL ETF
IWS
0.31%
RUS MDCP VAL ETF
TPR
0.31%
COM
TSN
0.3%
CL A
COF
0.3%
COM
IVV
0.3%
CORE S&P500 ETF
TXN
0.3%
COM
EEM
0.29%
MSCI EMG MKT ETF
MDY
0.28%
UTSER1 S&PDCRP
BMY
0.28%
COM
MPC
0.27%
COM
FISV
0.26%
COM
ADP
0.26%
COM
DGRS
0.26%
US S CAP DIV GRW
EMR
0.23%
COM
DEM
0.23%
EMERG MKTS ETF
MET
0.22%
COM
IWP
0.22%
RUS MD CP GR ETF
NEE
0.22%
COM
ROP
0.21%
COM
INTU
0.21%
COM
BSCJ
0.21%
BULSHS 2019 CB
BSCK
0.2%
BULSHS 2020 CB
VTV
0.2%
VALUE ETF
BPL
0.2%
UNIT LTD PARTN
HON
0.2%
COM
VUG
0.19%
GROWTH ETF
CNP
0.19%
COM
LMT
0.18%
COM
VLO
0.18%
COM
DHR
0.17%
COM
DE
0.17%
COM
GIS
0.17%
COM
CELG
0.17%
COM
IWV
0.17%
RUSSELL 3000 ETF
UNM
0.16%
COM
KHC
0.15%
COM
ECL
0.15%
COM
BRK.B
0.15%
CL B NEW
VWO
0.15%
FTSE EMR MKT ETF
SWK
0.15%
COM
CLB
0.15%
COM
STZ
0.14%
CL A
V
0.14%
COM CL A
PFF
0.14%
U.S. PFD STK ETF
LUV
0.14%
COM
MCK
0.14%
COM
MDT
0.14%
SHS
GILD
0.13%
COM
AGN
0.13%
SHS
TIP
0.12%
TIPS BD ETF
NOV
0.12%
COM
SO
0.12%
COM
EXC
0.11%
COM
CB
0.11%
COM
EBAY
0.11%
COM
ADBE
0.11%
COM
GS
0.11%
COM
ICF
0.1%
COHEN&STEER REIT
TYG
0.1%
COM
UPS
0.1%
CL B
IWR
0.1%
RUS MID-CAP ETF
D
0.1%
COM
EES
0.1%
SMLCAP EARN FD
KMI
0.1%
COM
ORCL
0.1%
COM
DES
0.09%
SMALLCAP DIVID
BBVA
0.09%
SPONSORED ADR
APTV
0.09%
SHS
VO
0.09%
MID CAP ETF
CSX
0.09%
COM
IWM
0.08%
RUSSELL 2000 ETF
HST
0.08%
COM
QCOM
0.08%
COM
NTG
0.08%
COM
NTG/R
< 0.01%
RIGHT 07/18/2018
AMP
1.05%
COM
MO
0.83%
COM
WYN
0.74%
COM
AEP
0.42%
COM
ALL
0.42%
COM
AMZN
0.4%
COM
PWR
0.3%
COM
GOOGL
0.29%
CAP STK CL A
URI
0.29%
COM
THO
0.25%
COM
GOOG
0.25%
CAP STK CL C
BSCK
0.2%
GUG BULL2020 E
BSCJ
0.2%
GUG BULL2019 E
AMGN
0.2%
COM
BSV
0.14%
SHORT TRM BOND
BIV
0.1%
INTERMED TERM
SJM
0.09%
COM NEW
ABC
0.09%
COM
BLK
0.08%
COM
AXP
0.08%
COM