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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
61
8
4
2
2
1
31
2
0
CADENCE BANK NA

Time Period2018-12-31

Total Holdings157

Total Value ($x1000)222,367
Activities
New4

Increased75

Unchanged11

Decreased67

Sold Out20

Top 10 Stock Holdingstotal 32.4%
XOM6.45

PG6.36

JNJ3.23

WMT2.85

MRK2.71

 
MSFT2.54

JPM2.4

CVX2

KO2

PFE1.86

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
XOM
6.45%
COM
PG
6.36%
COM
JNJ
3.23%
COM
WMT
2.85%
COM
MRK
2.71%
COM
MSFT
2.54%
COM
JPM
2.4%
COM
CVX
2%
COM
KO
2%
COM
PFE
1.86%
COM
INTC
1.75%
COM
CSCO
1.71%
COM
VZ
1.69%
COM
ABT
1.46%
COM
VEA
1.45%
FTSE DEV MKT ETF
MMM
1.29%
COM
SPY
1.22%
TR UNIT
PEG
1.17%
COM
EFA
1.11%
MSCI EAFE ETF
NSC
1.1%
COM
AAPL
1.06%
COM
IJH
1.05%
CORE S&P MCP ETF
LLY
1.04%
COM
IWF
1.03%
RUS 1000 GRW ETF
HD
1%
COM
RTN
0.97%
COM NEW
LOW
0.97%
COM
WBA
0.96%
COM
DRI
0.92%
COM
BP
0.9%
SPONSORED ADR
TRV
0.86%
COM
NVS
0.86%
SPONSORED ADR
AMZN
0.85%
COM
BBT
0.85%
COM
UNP
0.82%
COM
MCD
0.82%
COM
COP
0.8%
COM
AMP
0.78%
COM
UGI
0.77%
COM
TGT
0.76%
COM
UN
0.76%
N Y SHS NEW
GOOGL
0.75%
CAP STK CL A
PNC
0.71%
COM
PRU
0.7%
COM
OHI
0.68%
COM
GM
0.67%
COM
PEP
0.65%
COM
DON
0.64%
MIDCAP DIVI FD
T
0.63%
COM
ABBV
0.61%
COM
VTI
0.6%
TOTAL STK MKT
DVY
0.6%
SELECT DIVID ETF
IBM
0.6%
COM
TMO
0.58%
COM
IDV
0.57%
INTL SEL DIV ETF
CCL
0.53%
PAIRED CTF
DIS
0.52%
COM DISNEY
IJR
0.51%
CORE S&P SCP ETF
CVS
0.51%
COM
MA
0.51%
CL A
DTE
0.5%
COM
AEP
0.49%
COM
PM
0.49%
COM
SDY
0.48%
S&P DIVID ETF
HPT
0.48%
COM SH BEN INT
HAS
0.46%
COM
MO
0.43%
COM
ALL
0.43%
COM
KSS
0.43%
COM
DHS
0.42%
EQTY INC ETF
WFC
0.42%
COM
HPQ
0.41%
COM
STI
0.41%
COM
UTX
0.4%
COM
UNH
0.39%
COM
EPD
0.39%
COM
DWDP
0.39%
COM
IWO
0.38%
RUS 2000 GRW ETF
DUK
0.38%
COM NEW
BAC
0.37%
COM
GOOG
0.36%
CAP STK CL C
MDLZ
0.36%
CL A
IWD
0.36%
RUS 1000 VAL ETF
BA
0.35%
COM
IJK
0.34%
S&P MC 400GR ETF
FISV
0.33%
COM
NVDA
0.33%
COM
IWS
0.32%
RUS MDCP VAL ETF
COF
0.32%
COM
IJJ
0.32%
S&P MC 400VL ETF
IWN
0.28%
RUS 2000 VAL ETF
IVV
0.27%
CORE S&P500 ETF
ROP
0.27%
COM
BMY
0.27%
COM
ECL
0.27%
COM
IWP
0.27%
RUS MD CP GR ETF
MDY
0.27%
UTSER1 S&PDCRP
DGRS
0.26%
US S CAP DIV GRW
TXN
0.26%
COM
ADP
0.25%
COM
DHR
0.25%
COM
DEM
0.24%
EMERG MKTS ETF
AMGN
0.24%
COM
NEE
0.23%
COM
EEM
0.23%
MSCI EMG MKT ETF
INTU
0.22%
COM
VTV
0.21%
VALUE ETF
BPL
0.21%
UNIT LTD PARTN
HON
0.21%
COM
EMR
0.2%
COM
CNP
0.2%
COM
SWK
0.19%
COM
VUG
0.19%
GROWTH ETF
BSCK
0.18%
BULSHS 2020 CB
BRK.B
0.18%
CL B NEW
VO
0.18%
MID CAP ETF
MET
0.18%
COM
SLB
0.18%
COM
DE
0.17%
COM
VVC
0.17%
COM
IWV
0.17%
RUSSELL 3000 ETF
GSK
0.17%
SPONSORED ADR
VLO
0.17%
COM
LMT
0.17%
COM
GIS
0.16%
COM
CELG
0.16%
COM
V
0.15%
COM CL A
STZ
0.15%
CL A
GE
0.15%
COM
VWO
0.14%
FTSE EMR MKT ETF
CF
0.14%
COM
LUV
0.14%
COM
BSCJ
0.13%
BULSHS 2019 CB
FB
0.13%
CL A
EXC
0.13%
COM
UNM
0.13%
COM
MCK
0.13%
COM
HST
0.13%
COM
CMI
0.12%
COM
AGN
0.12%
SHS
D
0.12%
COM
ALK
0.12%
COM
NOV
0.11%
COM
TSN
0.11%
CL A
SO
0.11%
COM
TIP
0.11%
TIPS BD ETF
ORCL
0.11%
COM
CC
0.1%
COM
ADBE
0.1%
COM
IWM
0.1%
RUSSELL 2000 ETF
UPS
0.1%
CL B
KHC
0.1%
COM
IWR
0.1%
RUS MID-CAP ETF
CSX
0.09%
COM
NTG
0.09%
COM
BBVA
0.08%
SPONSORED ADR
RF
0.07%
COM
SEB
0.35%
COM
TPR
0.31%
COM
MPC
0.29%
COM
GILD
0.17%
COM
LEN
0.15%
CL A
PFF
0.13%
U.S. PFD STK ETF
BIIB
0.12%
COM
GS
0.1%
COM
ICF
0.1%
COHEN&STEER REIT
QCOM
0.1%
COM
EBAY
0.09%
COM
KMI
0.09%
COM
EES
0.09%
SMLCAP EARN FD
TYG
0.09%
COM
AXP
0.09%
COM
ABC
0.09%
COM
DES
0.09%
SMALLCAP DIVID
ZMH
0.08%
COM
PWR
0.08%
COM
IVE
0.08%
S&P 500 VAL ETF