Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
5
1
0
0
1
0
6
2
0
CHARTIST INC CA

Time Period2018-06-30

Total Holdings37

Total Value ($x1000)220,933,142
Activities
New3

Increased6

Unchanged4

Decreased24

Sold Out1

Top 10 Stock Holdingstotal 94.25%
SHW27.03

DIA27.01

MDYG17.26

IWM13.94

QQQ6.26

 
AXDX0.65

IJR0.57

KRE0.56

XHB0.51

IYT0.46

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SHW
27.03%
COM
DIA
27.01%
UT SER 1
MDYG
17.26%
S&P 400 MDCP GRW
IWM
13.94%
RUSSELL 2000 ETF
QQQ
6.26%
UNIT SER 1
AXDX
0.65%
COM
IJR
0.57%
CORE S&P SCP ETF
KRE
0.56%
S&P REGL BKG
XHB
0.51%
S&P HOMEBUILD
IYT
0.46%
TRANS AVG ETF
IWO
0.45%
RUS 2000 GRW ETF
KBE
0.43%
S&P BK ETF
VB
0.43%
SMALL CP ETF
XLI
0.4%
SBI INT-INDS
VUG
0.32%
GROWTH ETF
VTI
0.32%
TOTAL STK MKT
IYM
0.31%
U.S. BAS MTL ETF
AMZN
0.3%
COM
XLB
0.3%
SBI MATERIALS
CEF
0.24%
CL A
DVY
0.22%
SELECT DIVID ETF
VWO
0.2%
FTSE EMR MKT ETF
HD
0.18%
COM
VBR
0.17%
SM CP VAL ETF
SRE
0.15%
COM
ALL
0.13%
COM
STI
0.12%
COM
DIS
0.12%
COM DISNEY
MINT
0.11%
ENHAN SHRT MAT
FOXA
0.11%
CL A
EQIX
0.11%
COM NEW
TJX
0.11%
COM
PHM
0.11%
COM
CMCSA
0.1%
CL A
MSFT
0.1%
COM
DFS
0.1%
COM
DHI
0.1%
COM
LEN
0.1%
CL A