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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
93
16
4
1
10
2
66
14
4
CORIENT CAPITAL PARTNERS LLC

Time Period2018-12-31

Total Holdings299

Total Value ($x1000)561,445
Activities
New69

Increased110

Unchanged12

Decreased108

Sold Out28

Top 10 Stock Holdingstotal 31.65%
VOOG8.1

VOOV7.31

MDY4.42

VTV2.5

MSFT1.94

 
SPY1.83

JPM1.6

VYM1.53

MCD1.22

AMGN1.2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOOG
8.1%
500 GRTH IDX F
VOOV
7.31%
500 VAL IDX FD
MDY
4.42%
UTSER1 S&PDCRP
VTV
2.5%
VALUE ETF
MSFT
1.94%
COM
SPY
1.83%
TR UNIT
JPM
1.6%
COM
VYM
1.53%
HIGH DIV YLD
MCD
1.22%
COM
AMGN
1.2%
COM
HON
0.99%
COM
KO
0.96%
COM
BRK.B
0.96%
CL B NEW
MDT
0.95%
SHS
SPYG
0.95%
S&P 500 GROWTH
ACWI
0.87%
MSCI ACWI ETF
AAPL
0.86%
COM
ABBV
0.85%
COM
IVW
0.82%
S&P 500 GRWT ETF
CSCO
0.81%
COM
INTC
0.8%
COM
JNJ
0.79%
COM
VZ
0.79%
COM
LMT
0.74%
COM
HD
0.73%
COM
ADP
0.73%
COM
NEE
0.67%
COM
WFC
0.65%
COM
PFE
0.64%
COM
HPQ
0.6%
COM
AMZN
0.6%
COM
UTX
0.59%
COM
FPE
0.58%
PFD SECS INC ETF
PG
0.57%
COM
D
0.57%
COM
ADBE
0.56%
COM
LLY
0.56%
COM
CVX
0.56%
COM
PYPL
0.54%
COM
XOM
0.52%
COM
PEP
0.48%
COM
ABT
0.47%
COM
HCA
0.47%
COM
CVS
0.45%
COM
PPL
0.45%
COM
SDY
0.44%
S&P DIVID ETF
PHM
0.43%
COM
DAL
0.43%
COM NEW
T
0.43%
COM
GM
0.43%
COM
APD
0.43%
COM
UAL
0.43%
COM
DHR
0.42%
COM
BAC
0.41%
COM
HRB
0.41%
COM
PAYX
0.41%
COM
COF
0.4%
COM
FL
0.4%
COM
AEP
0.4%
COM
SBUX
0.39%
COM
LNC
0.39%
COM
KSS
0.39%
COM
LYB
0.39%
SHS - A -
ETFC
0.38%
COM NEW
GPS
0.38%
COM
MET
0.38%
COM
MRK
0.38%
COM
M
0.38%
COM
CCI
0.37%
COM
BA
0.37%
COM
SRE
0.37%
COM
IVV
0.37%
CORE S&P500 ETF
PFF
0.36%
U.S. PFD STK ETF
DHI
0.36%
COM
TRI
0.36%
COM NEW
BBY
0.36%
COM
OXY
0.35%
COM
FB
0.35%
CL A
MMM
0.35%
COM
XLF
0.35%
SBI INT-FINL
GOOGL
0.34%
CAP STK CL A
KMB
0.34%
COM
UNH
0.34%
COM
DISCK
0.34%
COM SER C
CAH
0.34%
COM
GILD
0.33%
COM
VIAB
0.33%
CL B
AVGO
0.32%
COM
HFC
0.32%
COM
IWO
0.32%
RUS 2000 GRW ETF
QQQ
0.32%
UNIT SER 1
LEN
0.31%
CL A
VOT
0.31%
MCAP GR IDXVIP
AZN
0.31%
SPONSORED ADR
SYF
0.31%
COM
V
0.3%
COM CL A
VT
0.3%
TT WRLD ST ETF
GOOG
0.3%
CAP STK CL C
PPG
0.3%
COM
MDLZ
0.3%
CL A
STX
0.29%
SHS
WEC
0.29%
COM
BLK
0.29%
COM
CELG
0.29%
COM
MO
0.28%
COM
NVS
0.28%
SPONSORED ADR
URI
0.28%
COM
VUG
0.27%
GROWTH ETF
PFG
0.27%
COM
MU
0.27%
COM
UN
0.26%
N Y SHS NEW
ADI
0.26%
COM
SNE
0.26%
ADR NEW
WBA
0.25%
COM
DFS
0.25%
COM
BEN
0.25%
COM
IWN
0.25%
RUS 2000 VAL ETF
F
0.25%
COM PAR $0.01
NFX
0.24%
COM
AAL
0.24%
COM
TXN
0.24%
COM
FCX
0.24%
COM
WMB
0.24%
COM
WDC
0.24%
COM
CBS
0.24%
CL B
KHC
0.24%
COM
DLR
0.24%
COM
KR
0.23%
COM
VEU
0.23%
ALLWRLD EX US
VTI
0.23%
TOTAL STK MKT
MMC
0.23%
COM
ADS
0.23%
COM
PH
0.23%
COM
USB
0.22%
COM NEW
CB
0.22%
COM
XLC
0.22%
COMMUNICATION
SPG
0.22%
COM
GD
0.22%
COM
DIS
0.21%
COM DISNEY
BAX
0.2%
COM
PSX
0.2%
COM
ANSS
0.19%
COM
MA
0.19%
CL A
IWR
0.18%
RUS MID-CAP ETF
QTEC
0.18%
SHS
MCHP
0.18%
COM
CMCSA
0.18%
CL A
CRM
0.18%
COM
NFG
0.18%
COM
XPH
0.17%
S&P PHARMAC
OSK
0.17%
COM
SPLV
0.17%
S&P500 LOW VOL
BBT
0.17%
COM
IEFA
0.16%
CORE MSCI EAFE
VLO
0.16%
COM
AMT
0.16%
COM
PM
0.16%
COM
SPYV
0.16%
S&P 500 VALUE
UNP
0.16%
COM
VBK
0.16%
SML CP GRW ETF
ELS
0.16%
COM
MUB
0.16%
NAT AMT FREE BD
XOP
0.16%
S&P OILGAS EXP
EMN
0.15%
COM
AXP
0.15%
COM
WMT
0.15%
COM
SUI
0.15%
COM
DE
0.15%
COM
TWTR
0.14%
COM
EPD
0.14%
COM
VBR
0.14%
SM CP VAL ETF
O
0.14%
COM
KIE
0.14%
S&P INS ETF
AMP
0.14%
COM
ORCL
0.14%
COM
ITW
0.13%
COM
MLM
0.13%
COM
EFA
0.13%
MSCI EAFE ETF
AWK
0.13%
COM
IWD
0.12%
RUS 1000 VAL ETF
TMO
0.12%
COM
MPC
0.12%
COM
XLI
0.12%
SBI INT-INDS
MKC
0.11%
COM NON VTG
XLY
0.11%
SBI CONS DISCR
CFR
0.11%
COM
ACN
0.11%
SHS CLASS A
XSW
0.11%
COMP SOFTWARE
C
0.1%
COM NEW
NKE
0.1%
CL B
XSD
0.1%
S&P SEMICNDCTR
IBM
0.1%
COM
XHB
0.1%
S&P HOMEBUILD
XME
0.1%
S&P METALS MNG
CME
0.1%
COM
MXIM
0.1%
COM
ETN
0.1%
SHS
IWM
0.1%
RUSSELL 2000 ETF
CI
0.1%
COM
DWDP
0.1%
COM
GS
0.09%
COM
DVY
0.09%
SELECT DIVID ETF
VIG
0.09%
DIV APP ETF
IVE
0.09%
S&P 500 VAL ETF
BX
0.09%
COM UNIT LTD
MCA
0.09%
COM
XTN
0.09%
S&P TRANSN ETF
BOKF
0.09%
COM NEW
CMA
0.09%
COM
BKNG
0.09%
COM
PXD
0.09%
COM
LOW
0.09%
COM
BMY
0.08%
COM
NFLX
0.08%
COM
EXC
0.08%
COM
INTU
0.08%
COM
RTN
0.08%
COM NEW
DEO
0.08%
SPON ADR NEW
CAT
0.08%
COM
SYK
0.08%
COM
COST
0.08%
COM
IJT
0.08%
SP SMCP600GR ETF
IJR
0.08%
CORE S&P SCP ETF
MMP
0.08%
COM UNIT RP LP
VOO
0.07%
SHS
QCOM
0.07%
COM
CCL
0.07%
PAIRED CTF
COP
0.07%
COM
XLP
0.07%
SBI CONS STPLS
ISRG
0.07%
COM NEW
NSC
0.07%
COM
FAST
0.07%
COM
IWP
0.07%
RUS MD CP GR ETF
DUK
0.07%
COM NEW
ICE
0.07%
COM
AFL
0.07%
COM
VTEB
0.07%
TAX-EXEMPT BD
ROP
0.07%
COM
BIIB
0.06%
COM
CINF
0.06%
COM
HAS
0.06%
COM
IJH
0.06%
CORE S&P MCP ETF
LIN
0.06%
COM
FISV
0.06%
COM
JCI
0.06%
SHS
KBE
0.06%
S&P BK ETF
VTWV
0.06%
VNG RUS2000VAL
XLNX
0.06%
COM
MTU
0.06%
SPONSORED ADR
IWS
0.06%
RUS MDCP VAL ETF
TJX
0.06%
COM
ECL
0.06%
COM
FIS
0.06%
COM
PNC
0.06%
COM
ILMN
0.06%
COM
CHTR
0.06%
CL A
BDX
0.06%
COM
DON
0.05%
MIDCAP DIVI FD
AON
0.05%
SHS CL A
STI
0.05%
COM
MUNI
0.05%
INTER MUN BD ST
CL
0.05%
COM
UPS
0.05%
CL B
ZTS
0.05%
CL A
TRV
0.05%
COM
IJS
0.05%
SP SMCP600VL ETF
MCK
0.05%
COM
FTV
0.05%
COM
NOBL
0.05%
S&P 500 ARISTO
BSX
0.05%
COM
ATVI
0.05%
COM
TGT
0.05%
COM
CSGP
0.05%
COM
KEYS
0.04%
COM
SHW
0.04%
COM
FOXA
0.04%
CL A
PRU
0.04%
COM
NOC
0.04%
COM
CSX
0.04%
COM
IVOO
0.04%
MIDCP 400 IDX
IWB
0.04%
RUS 1000 ETF
SBAC
0.04%
CL A
MYI
0.04%
COM
ANTM
0.04%
COM
VRTX
0.04%
COM
GE
0.04%
COM
ORLY
0.04%
COM
PWZ
0.04%
CALIF AMT MUN
VXUS
0.04%
VG TL INTL STK F
EEM
0.04%
MSCI EMG MKT ETF
IWF
0.04%
RUS 1000 GRW ETF
BK
0.04%
COM
SCHW
0.04%
COM
MAR
0.04%
CL A
RF
0.03%
COM
NFJ
0.03%
COM
MYC
0.03%
COM
BBVA
0.02%
SPONSORED ADR
AEG
0.02%
NY REGISTRY SH
AES
0.68%
COM
ESRX
0.62%
COM
FLR
0.54%
COM
ENB
0.49%
COM
VEA
0.25%
FTSE DEV MKT ETF
HAL
0.2%
COM
EWBC
0.2%
COM
ADM
0.19%
COM
ACHC
0.15%
COM
CMF
0.14%
CALI AMT-FRE ETF
VTR
0.11%
COM
EQT
0.11%
COM
XRX
0.06%
COM NEW
CA
0.06%
COM
NVDA
0.06%
COM
AET
0.06%
COM
PCAR
0.05%
COM
RPM
0.05%
COM
TOT
0.05%
SPONSORED ADR
AGN
0.04%
SHS
OI
0.04%
COM NEW
XLV
0.04%
SBI HEALTHCARE
PDI
0.04%
SHS
HES
0.04%
COM
MRO
0.04%
COM
DGRO
0.04%
CORE DIV GRWTH
HEDJ
0.04%
EUROPE HEDGED EQ
NEU
0.04%
COM