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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
71
12
9
3
5
0
41
13
3
CATAWBA CAPITAL MANAGEMENT VA

Time Period2018-06-30

Total Holdings210

Total Value ($x1000)424,978
Activities
New14

Increased64

Unchanged53

Decreased79

Sold Out9

Top 10 Stock Holdingstotal 24.55%
AAPL5.73

MSFT3.53

LOW2.38

UNP2.14

DIS1.94

 
GOOGL1.92

BDX1.8

CVS1.71

BBT1.71

MA1.69

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.73%
COM
MSFT
3.53%
COM
LOW
2.38%
COM
UNP
2.14%
COM
DIS
1.94%
COM DISNEY
GOOGL
1.92%
CAP STK CL A
BDX
1.8%
COM
CVS
1.71%
COM
BBT
1.71%
COM
MA
1.69%
CL A
INTC
1.64%
COM
PFE
1.61%
COM
CSCO
1.55%
COM
PG
1.52%
COM
LMT
1.51%
COM
DWDP
1.5%
COM
ANTM
1.48%
COM
JNJ
1.48%
COM
BWA
1.44%
COM
BA
1.44%
COM
FDX
1.43%
COM
TGT
1.41%
COM
WFC
1.35%
COM
DG
1.28%
COM
PEP
1.23%
COM
TROW
1.22%
COM
WY
1.15%
COM
BAX
1.15%
COM
CVX
1.15%
COM
EPD
1.14%
COM
ZMH
1.1%
COM
VZ
1.07%
COM
DUK
1.06%
COM NEW
ORCL
1.03%
COM
LH
0.99%
COM NEW
HON
0.98%
COM
IBM
0.97%
COM
NKE
0.94%
CL B
SLB
0.92%
COM
MMM
0.92%
COM
MRK
0.9%
COM
ALL
0.84%
COM
NUE
0.81%
COM
MCK
0.78%
COM
EMR
0.78%
COM
WM
0.77%
COM
LLL
0.77%
COM
T
0.74%
COM
SYY
0.73%
COM
MMP
0.71%
COM UNIT RP LP
CB
0.71%
COM
ABBV
0.69%
COM
BMY
0.66%
COM
OKE
0.65%
COM
UTX
0.63%
COM
V
0.63%
COM CL A
HCN
0.63%
COM
ABT
0.6%
COM
COP
0.59%
COM
PNC
0.55%
COM
TXN
0.54%
COM
KMB
0.52%
COM
XOM
0.51%
COM
XYL
0.51%
COM
NTCT
0.48%
COM
NVS
0.48%
SPONSORED ADR
D
0.45%
COM
ITW
0.45%
COM
JCI
0.43%
SHS
SWK
0.42%
COM
NOC
0.4%
COM
SO
0.37%
COM
PX
0.36%
COM
PNR
0.36%
SHS
LDOS
0.32%
COM
AFL
0.31%
COM
BRK.B
0.3%
CL B NEW
LLY
0.3%
COM
VTI
0.29%
TOTAL STK MKT
AZN
0.29%
SPONSORED ADR
NSC
0.29%
COM
MDT
0.29%
SHS
DHR
0.28%
COM
STI
0.28%
COM
XBI
0.26%
S&P BIOTECH
DOV
0.26%
COM
DRI
0.26%
COM
AMGN
0.26%
COM
AEP
0.24%
COM
TSLA
0.24%
COM
STLD
0.23%
COM
RTN
0.23%
COM NEW
MPLX
0.23%
COM UNIT REP LTD
AMZN
0.23%
COM
FB
0.23%
CL A
IWV
0.23%
RUSSELL 3000 ETF
CBRL
0.23%
COM
IWR
0.22%
RUS MID-CAP ETF
UNH
0.21%
COM
SPY
0.21%
TR UNIT
SU
0.21%
COM
VMC
0.21%
COM
KMI
0.21%
COM
GD
0.2%
COM
USB
0.19%
COM NEW
MCHP
0.19%
COM
DVN
0.19%
COM
ADI
0.18%
COM
BPL
0.18%
UNIT LTD PARTN
CLX
0.17%
COM
SJM
0.16%
COM NEW
PM
0.16%
COM
ENB
0.16%
COM
DEO
0.16%
SPON ADR NEW
PAA
0.16%
UNIT LTD PARTN
ADP
0.14%
COM
SYK
0.14%
COM
CMCSA
0.14%
CL A
SPLV
0.14%
S&P500 LOW VOL
O
0.14%
COM
KO
0.14%
COM
VNQ
0.13%
REIT ETF
GSK
0.13%
SPONSORED ADR
ED
0.13%
COM
IR
0.13%
SHS
CEQP
0.13%
UNIT LTD PARTNER
KHC
0.13%
COM
CAT
0.12%
COM
SEP
0.12%
COM
ETP
0.12%
UNIT LTD PRT INT
NVDA
0.12%
COM
MO
0.12%
COM
MCD
0.12%
COM
WPZ
0.12%
COM UNIT LTD PAR
VOO
0.11%
SHS
VFC
0.11%
COM
CNK
0.11%
COM
GS
0.11%
COM
SBUX
0.11%
COM
RDS/A
0.1%
SPONS ADR A
TTEK
0.1%
COM
XLG
0.1%
S&P 500 TOP 50
VTHR
0.1%
VNG RUS3000IDX
BCE
0.1%
COM NEW
NOV
0.1%
COM
CA
0.1%
COM
GLD
0.1%
GOLD SHS
IWM
0.1%
RUSSELL 2000 ETF
TXT
0.1%
COM
CPT
0.1%
SH BEN INT
GOOG
0.1%
CAP STK CL C
SLV
0.09%
ISHARES
TCP
0.09%
UT COM LTD PRT
BIIB
0.09%
COM
EVRG
0.09%
COM
VRNT
0.09%
COM
STT
0.08%
COM
UDR
0.08%
COM
CEF
0.08%
UNIT
EEP
0.08%
COM
RGCO
0.08%
COM
ETN
0.08%
COM
DVY
0.08%
SELECT DIVID ETF
HCP
0.08%
COM
BBY
0.08%
COM
BEP
0.07%
PARTNERSHIP UNIT
NEE
0.07%
COM
BMRN
0.07%
COM
WMT
0.07%
COM
PFM
0.07%
DIVID ACHIEVEV
COST
0.07%
COM
VAR
0.07%
COM
PHYS
0.07%
UNIT
PSA
0.07%
COM
CY
0.06%
COM
LEA
0.06%
COM NEW
NKSH
0.06%
COM
FSLR
0.06%
COM
AIRBUS S...
0.06%
COM
VRSN
0.06%
COM
DSI
0.06%
MSCI KLD400 SOC
IP
0.06%
COM
PH
0.06%
COM
HBAN
0.06%
COM
HD
0.06%
COM
QCOM
0.06%
COM
ITT
0.06%
COM
FITB
0.05%
COM
HR
0.05%
COM
FFIV
0.05%
COM
TEP
0.05%
COM UNIT
BURL
0.05%
COM
MKC
0.05%
COM NON VTG
MET
0.05%
COM
TOT
0.05%
SPONSORED ADR
GILD
0.05%
COM
VYM
0.05%
HIGH DIV YLD
NS
0.05%
UNIT COM
APD
0.05%
COM
PEG
0.05%
COM
CMA
0.05%
COM
EQR
0.05%
SH BEN INT
EQM
0.05%
UNIT LTD PARTN
BSX
0.05%
COM
ROST
0.05%
COM
TMO
0.05%
COM
MXL
0.04%
CL A
PLAB
0.04%
COM
PBT
0.03%
UNIT BEN INT
ATHX
< 0.01%
COM
TWX
0.23%
COM NEW
SPLV
0.14%
S&P500 LOW VOL
XLG
0.11%
GUG RUSS TOP 50
CNXM
0.1%
UNIT REPST
WR
0.09%
COM
PFM
0.07%
DIV ACHV PRTF
XLNX
0.06%
COM
AME
0.05%
COM
XLU
0.05%
SBI INT-UTILS