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
24
3
2
2
0
0
15
3
3
DONALD L HAGAN LLC

Time Period2018-06-30

Total Holdings83

Total Value ($x1000)123,859
Activities
New11

Increased36

Unchanged17

Decreased19

Sold Out7

Top 10 Stock Holdingstotal 52.95%
UPS12.43

FTSM9.11

IWF5.81

IJR5.76

IVV4.34

 
IEMG3.68

XOM3.16

AGG3.16

VIG2.78

HEZU2.72

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UPS
12.43%
CL B
FTSM
9.11%
FIRST TR ENH NEW
IWF
5.81%
RUS 1000 GRW ETF
IJR
5.76%
CORE S&P SCP ETF
IVV
4.34%
CORE S&P500 ETF
IEMG
3.68%
CORE MSCI EMKT
XOM
3.16%
COM
AGG
3.16%
CORE TOTUSBD ETF
VIG
2.78%
DIV APP ETF
HEZU
2.72%
CUR HDG MS EMU
EWJ
2.49%
MSCI JPN ETF NEW
LMBS
1.65%
FST LOW MTG ETF
EWU
1.59%
MSCI UK ETF NEW
TSCO
1.44%
COM
CSCO
1.38%
COM
TJX
1.32%
COM
FDX
1.25%
COM
FLOT
1.24%
FLTG RATE BD ETF
APA
1.21%
COM
DVY
1.19%
SELECT DIVID ETF
CSFL
1.18%
COM
ABC
1.15%
COM
ADM
1.12%
COM
AMT
1.12%
COM
GIS
1.09%
COM
KO
1.07%
COM
AAXJ
1.06%
MSCI AC ASIA ETF
OXY
1.04%
COM
QCOM
1.03%
COM
SLB
1%
COM
TSN
1%
CL A
AAPL
0.96%
COM
K
0.96%
COM
CAH
0.92%
COM
PSA
0.78%
COM
EWC
0.78%
MSCI CDA ETF
MCK
0.78%
COM
IDCC
0.75%
COM
COG
0.68%
COM
LOW
0.66%
COM
MINT
0.62%
ENHAN SHRT MAT
MSFT
0.62%
COM
VTR
0.6%
COM
HCN
0.6%
COM
MNRO
0.56%
COM
OMI
0.56%
COM
JNJ
0.52%
COM
T
0.48%
COM
FXL
0.47%
TECH ALPHADEX
BA
0.4%
COM
IWN
0.39%
RUS 2000 VAL ETF
NEE
0.38%
COM
VZ
0.34%
COM
HON
0.34%
COM
BRK.B
0.32%
CL B NEW
GOOGL
0.31%
CAP STK CL A
MU
0.3%
COM
BMY
0.3%
COM
DIA
0.27%
UT SER 1
PG
0.27%
COM
FXO
0.26%
FINLS ALPHADEX
BX
0.26%
COM UNIT LTD
COO
0.25%
COM NEW
FXD
0.25%
CONSUMR DISCRE
DE
0.24%
COM
JPM
0.23%
COM
PEP
0.23%
COM
GOOG
0.23%
CAP STK CL C
FXH
0.23%
HLTH CARE ALPH
MO
0.22%
COM
IWO
0.22%
RUS 2000 GRW ETF
CVX
0.22%
COM
IWD
0.21%
RUS 1000 VAL ETF
UNP
0.21%
COM
CINF
0.2%
COM
BIDU
0.2%
SPON ADR REP A
NSC
0.19%
COM
EFA
0.19%
MSCI EAFE ETF
AMZN
0.18%
COM
CSQ
0.12%
COM SH BEN INT
TPIV
0.08%
COM PAR
NVTA
0.06%
COM
SGYP
0.03%
COM NEW
VGK
5.08%
FTSE EUROPE ETF
FLIR
1.22%
COM
EXPD
1%
COM
HEWJ
0.96%
HDG MSCI JAPAN
CHRW
0.7%
COM NEW
INTC
0.17%
COM
YEXT
0.16%
COM