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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
64
8
5
2
3
1
35
3
0
CADENCE BANK NA

Time Period2018-09-30

Total Holdings173

Total Value ($x1000)263,125
Activities
New18

Increased56

Unchanged19

Decreased80

Sold Out8

Top 10 Stock Holdingstotal 31.87%
XOM9.5

PG4.88

JNJ2.96

MSFT2.48

WMT2.44

 
JPM2.32

MRK2.12

CVX1.91

KO1.65

CSCO1.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
XOM
9.5%
COM
PG
4.88%
COM
JNJ
2.96%
COM
MSFT
2.48%
COM
WMT
2.44%
COM
JPM
2.32%
COM
MRK
2.12%
COM
CVX
1.91%
COM
KO
1.65%
COM
CSCO
1.61%
COM
PFE
1.53%
COM
INTC
1.49%
COM
VEA
1.42%
FTSE DEV MKT ETF
ABT
1.24%
COM
BP
1.21%
SPONSORED ADR
MMM
1.21%
COM
AAPL
1.2%
COM
SPY
1.13%
TR UNIT
NSC
1.11%
COM
RTN
1.09%
COM NEW
IWF
1.05%
RUS 1000 GRW ETF
LOW
1.05%
COM
IJH
1.04%
CORE S&P MCP ETF
HD
1.01%
COM
PEG
1%
COM
VZ
0.95%
COM
EFA
0.94%
MSCI EAFE ETF
AMP
0.92%
COM
WBA
0.88%
COM
TGT
0.86%
COM
DRI
0.86%
COM
COP
0.83%
COM
AMZN
0.83%
COM
UNP
0.81%
COM
NVDA
0.8%
COM
LLY
0.8%
COM
TRV
0.8%
COM
BBT
0.77%
COM
NVS
0.71%
SPONSORED ADR
PRU
0.7%
COM
PNC
0.69%
COM
T
0.69%
COM
GM
0.68%
COM
UGI
0.67%
COM
VVC
0.67%
COM
MCD
0.65%
COM
UN
0.64%
N Y SHS NEW
IBM
0.61%
COM
CCL
0.6%
PAIRED CTF
VTI
0.6%
TOTAL STK MKT
DVY
0.57%
SELECT DIVID ETF
ALL
0.57%
COM
DON
0.56%
MIDCAP DIVI FD
PEP
0.56%
COM
ABBV
0.55%
COM
OHI
0.54%
COM
TMO
0.54%
COM
IDV
0.53%
INTL SEL DIV ETF
WFC
0.52%
COM
PM
0.51%
COM
CVS
0.5%
COM
HPT
0.49%
COM SH BEN INT
HAS
0.49%
COM
MA
0.48%
CL A
IJR
0.48%
CORE S&P SCP ETF
SLB
0.48%
COM
MO
0.47%
COM
GOOGL
0.45%
CAP STK CL A
DHS
0.43%
EQTY INC ETF
HPQ
0.42%
COM
STI
0.42%
COM
IWO
0.42%
RUS 2000 GRW ETF
DTE
0.41%
COM
UTX
0.41%
COM
KSS
0.41%
COM
DWDP
0.41%
COM
AEP
0.4%
COM
UNH
0.39%
COM
SDY
0.39%
S&P DIVID ETF
IJK
0.37%
S&P MC 400GR ETF
BAC
0.37%
COM
EPD
0.37%
COM
GE
0.36%
COM
SEB
0.35%
COM
DIS
0.35%
COM DISNEY
IWD
0.35%
RUS 1000 VAL ETF
GOOG
0.34%
CAP STK CL C
BA
0.33%
COM
IJJ
0.33%
S&P MC 400VL ETF
MDLZ
0.33%
CL A
COF
0.33%
COM
VLO
0.32%
COM
TPR
0.31%
COM
DUK
0.31%
COM NEW
FISV
0.31%
COM
IWS
0.3%
RUS MDCP VAL ETF
IWN
0.29%
RUS 2000 VAL ETF
MPC
0.29%
COM
BMY
0.28%
COM
IVV
0.28%
CORE S&P500 ETF
MDY
0.26%
UTSER1 S&PDCRP
ADP
0.26%
COM
ROP
0.25%
COM
TXN
0.25%
COM
DGRS
0.24%
US S CAP DIV GRW
EMR
0.23%
COM
EEM
0.23%
MSCI EMG MKT ETF
DEM
0.22%
EMERG MKTS ETF
HON
0.22%
COM
IWP
0.22%
RUS MD CP GR ETF
INTU
0.22%
COM
CELG
0.21%
COM
DHR
0.21%
COM
AMGN
0.21%
COM
ECL
0.21%
COM
VTV
0.2%
VALUE ETF
NEE
0.2%
COM
SWK
0.2%
COM
AGN
0.19%
SHS
VUG
0.19%
GROWTH ETF
LMT
0.19%
COM
BPL
0.18%
UNIT LTD PARTN
MET
0.18%
COM
GILD
0.17%
COM
UNM
0.17%
COM
CNP
0.17%
COM
IWV
0.17%
RUSSELL 3000 ETF
BSCJ
0.17%
BULSHS 2019 CB
BSCK
0.16%
BULSHS 2020 CB
BRK.B
0.16%
CL B NEW
LUV
0.15%
COM
GIS
0.15%
COM
LEN
0.15%
CL A
NOV
0.15%
COM
DE
0.14%
COM
V
0.14%
COM CL A
STZ
0.14%
CL A
CF
0.14%
COM
VWO
0.13%
FTSE EMR MKT ETF
MCK
0.13%
COM
PFF
0.13%
U.S. PFD STK ETF
HST
0.12%
COM
BIIB
0.12%
COM
CC
0.12%
COM
EXC
0.11%
COM
KHC
0.11%
COM
TIP
0.11%
TIPS BD ETF
IWM
0.11%
RUSSELL 2000 ETF
GS
0.1%
COM
UPS
0.1%
CL B
ADBE
0.1%
COM
ORCL
0.1%
COM
ICF
0.1%
COHEN&STEER REIT
SO
0.1%
COM
TSN
0.1%
CL A
IWR
0.1%
RUS MID-CAP ETF
QCOM
0.1%
COM
D
0.09%
COM
CSX
0.09%
COM
KMI
0.09%
COM
EBAY
0.09%
COM
EES
0.09%
SMLCAP EARN FD
TYG
0.09%
COM
ALK
0.09%
COM
ABC
0.09%
COM
AXP
0.09%
COM
DES
0.09%
SMALLCAP DIVID
VO
0.09%
MID CAP ETF
ZMH
0.08%
COM
PWR
0.08%
COM
BBVA
0.08%
SPONSORED ADR
IVE
0.08%
S&P 500 VAL ETF
NTG
0.07%
COM
ACN
1.17%
SHS CLASS A
LYB
0.77%
SHS - A -
ETN
0.65%
SHS
CLB
0.15%
COM
MDT
0.14%
SHS
CB
0.11%
COM
APTV
0.09%
SHS
NTG/R
< 0.01%
RIGHT 07/18/2018