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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
69
3
5
1
3
2
52
5
4
DOWLING YAHNKE LLC

Time Period2018-12-31

Total Holdings248

Total Value ($x1000)965,327
Activities
New10

Increased120

Unchanged48

Decreased70

Sold Out44

Top 10 Stock Holdingstotal 26.67%
KO4.14

IONS4.08

RS3.81

VWOB3.73

LANC2.64

 
QCOM2.07

MSFT1.82

VPU1.51

UNH1.47

RTN1.4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
KO
4.14%
COM
IONS
4.08%
COM
RS
3.81%
COM
VWOB
3.73%
EMERG MKT BD ETF
LANC
2.64%
COM
QCOM
2.07%
COM
MSFT
1.82%
COM
VPU
1.51%
UTILITIES ETF
UNH
1.47%
COM
RTN
1.4%
COM NEW
JNJ
1.38%
COM
V
1.34%
COM CL A
HD
1.3%
COM
VNQI
1.28%
GLB EX US ETF
VAW
1.13%
MATERIALS ETF
JPM
1.13%
COM
SOXX
1.09%
PHLX SEMICND ETF
IWC
1.09%
MICRO-CAP ETF
MA
1.08%
CL A
ADBE
1.07%
COM
COST
1.06%
COM
DIS
1.01%
COM DISNEY
CMCSA
1.01%
CL A
IBB
1.01%
NASDQ BIOTEC ETF
IJT
1.01%
SP SMCP600GR ETF
MCD
1%
COM
INTC
1%
COM
GOOGL
1%
CAP STK CL A
CSCO
0.99%
COM
PFE
0.96%
COM
XOM
0.9%
COM
WFC
0.87%
COM
VFH
0.84%
FINANCIALS ETF
MRK
0.82%
COM
VGT
0.81%
INF TECH ETF
SBUX
0.8%
COM
CVX
0.78%
COM
MMM
0.77%
COM
UNP
0.75%
COM
DXCM
0.74%
COM
HON
0.74%
COM
VOX
0.74%
TELCOMM ETF
PEP
0.73%
COM
LLY
0.73%
COM
ORCL
0.72%
COM
PG
0.71%
COM
WMT
0.7%
COM
ABBV
0.69%
COM
PYPL
0.68%
COM
CAT
0.66%
COM
VEU
0.64%
ALLWRLD EX US
GOOG
0.63%
CAP STK CL C
USB
0.62%
COM NEW
VV
0.61%
LARGE CAP ETF
FB
0.61%
CL A
CVS
0.58%
COM
T
0.55%
COM
SPY
0.55%
TR UNIT
C
0.54%
COM NEW
LOW
0.54%
COM
UPS
0.53%
CL B
LMT
0.53%
COM
XLB
0.53%
SBI MATERIALS
COP
0.52%
COM
WBA
0.51%
COM
BMY
0.5%
COM
GS
0.47%
COM
NKE
0.47%
CL B
MS
0.47%
COM NEW
DHR
0.46%
COM
CACI
0.46%
CL A
EFA
0.45%
MSCI EAFE ETF
MDLZ
0.41%
CL A
SRE
0.4%
COM
IWO
0.4%
RUS 2000 GRW ETF
FDX
0.39%
COM
XLU
0.39%
SBI INT-UTILS
VDE
0.38%
ENERGY ETF
CL
0.38%
COM
CRM
0.38%
COM
GILD
0.38%
COM
PSX
0.38%
COM
CATH
0.37%
S&P 500 CATHOLIC
ACN
0.35%
SHS CLASS A
VZ
0.32%
COM
YUM
0.32%
COM
PNC
0.32%
COM
IBM
0.32%
COM
INTU
0.32%
COM
FOXA
0.31%
CL A
TMO
0.31%
COM
IVV
0.31%
CORE S&P500 ETF
VBR
0.3%
SM CP VAL ETF
EMR
0.29%
COM
ITW
0.29%
COM
VWO
0.28%
FTSE EMR MKT ETF
VHT
0.28%
HEALTH CAR ETF
BIIB
0.28%
COM
BNDX
0.26%
INTL BD IDX ETF
KMB
0.26%
COM
BKNG
0.26%
COM
NOC
0.26%
COM
VEA
0.25%
FTSE DEV MKT ETF
LDOS
0.25%
COM
CTSH
0.25%
CL A
EOG
0.25%
COM
BLK
0.25%
COM
GLW
0.25%
COM
VO
0.24%
MID CAP ETF
MET
0.24%
COM
EMB
0.24%
JP MOR EM MK ETF
MDT
0.23%
SHS
TJX
0.23%
COM
NFLX
0.23%
COM
VTI
0.23%
TOTAL STK MKT
IDU
0.23%
U.S. UTILITS ETF
EBAY
0.22%
COM
OXY
0.22%
COM
GD
0.22%
COM
SCZ
0.22%
EAFE SML CP ETF
SYK
0.21%
COM
VCR
0.21%
CONSUM DIS ETF
VNQ
0.2%
REIT ETF
VSS
0.2%
FTSE SMCAP ETF
SYY
0.19%
COM
CELG
0.18%
COM
EFG
0.18%
EAFE GRWTH ETF
KHC
0.18%
COM
SCHW
0.17%
COM
DOCU
0.17%
COM
XLK
0.17%
TECHNOLOGY
VDC
0.17%
CONSUM STP ETF
STT
0.17%
COM
SAIC
0.16%
COM
IWM
0.16%
RUSSELL 2000 ETF
BND
0.16%
TOTAL BND MRKT
WDFC
0.16%
COM
CME
0.16%
COM
IWF
0.16%
RUS 1000 GRW ETF
IWR
0.16%
RUS MID-CAP ETF
EL
0.15%
CL A
MPC
0.15%
COM
CSX
0.15%
COM
FISV
0.15%
COM
MAR
0.15%
CL A
SCHO
0.15%
SHT TM US TRES
RWX
0.14%
DJ INTL RL ETF
IYZ
0.14%
U.S. TELECOM ETF
SLB
0.14%
COM
KR
0.13%
COM
HPQ
0.13%
COM
OEF
0.12%
S&P 100 ETF
XES
0.12%
OILGAS EQUIP
MDY
0.12%
UTSER1 S&PDCRP
GIS
0.12%
COM
DIA
0.11%
UT SER 1
ATVI
0.11%
COM
XLF
0.1%
SBI INT-FINL
IJR
0.1%
CORE S&P SCP ETF
IYM
0.1%
U.S. BAS MTL ETF
MU
0.1%
COM
FTV
0.1%
COM
EEM
0.1%
MSCI EMG MKT ETF
HPE
0.1%
COM
COF
0.09%
COM
GE
0.09%
COM
K
0.08%
COM
GM
0.08%
COM
KMI
0.08%
COM
O
0.08%
COM
VBK
0.08%
SML CP GRW ETF
VUG
0.08%
GROWTH ETF
PRU
0.08%
COM
VXF
0.07%
EXTEND MKT ETF
CHTR
0.07%
CL A
YUMC
0.07%
COM
XLE
0.07%
SBI INT-ENERGY
SDY
0.07%
S&P DIVID ETF
AVGO
0.07%
COM
VTV
0.07%
VALUE ETF
EFV
0.07%
EAFE VALUE ETF
TEL
0.07%
REG SHS
CLX
0.07%
COM
IVW
0.06%
S&P 500 GRWT ETF
PAYX
0.06%
COM
PM
0.06%
COM
ILMN
0.06%
COM
ACWI
0.06%
MSCI ACWI ETF
DE
0.06%
COM
WAL
0.06%
COM
IWB
0.06%
RUS 1000 ETF
NVDA
0.06%
COM
TIP
0.06%
TIPS BD ETF
DVY
0.06%
SELECT DIVID ETF
RSP
0.05%
S&P500 EQL WGT
CBS
0.05%
CL B
F
0.05%
COM PAR $0.01
IJH
0.05%
CORE S&P MCP ETF
DWDP
0.05%
COM
TSLA
0.05%
COM
IYW
0.05%
U.S. TECH ETF
HII
0.05%
COM
MO
0.05%
COM
VIG
0.05%
DIV APP ETF
VOO
0.05%
SHS
D
0.04%
COM
BIV
0.04%
INTERMED TERM
IJS
0.04%
SP SMCP600VL ETF
NSC
0.04%
COM
ESL
0.04%
COM
PRF
0.03%
FTSE RAFI 1000
SU
0.03%
COM
IWD
0.03%
RUS 1000 VAL ETF
CB
0.03%
COM
DLS
0.03%
INTL SMCAP DIV
VCSH
0.03%
SHRT TRM CORP BD
XLV
0.03%
SBI HEALTHCARE
IWS
0.03%
RUS MDCP VAL ETF
MSI
0.03%
COM NEW
IWN
0.03%
RUS 2000 VAL ETF
NEE
0.03%
COM
GRFS
0.03%
SP ADR REP B NVT
RMD
0.03%
COM
IVE
0.03%
S&P 500 VAL ETF
AGN
0.03%
SHS
EA
0.03%
COM
DXC
0.03%
COM
SPGI
0.03%
COM
JCI
0.03%
SHS
IYC
0.03%
U.S. CNSM SV ETF
IYH
0.03%
US HLTHCARE ETF
JACK
0.03%
COM
XLI
0.03%
SBI INT-INDS
CTL
0.03%
COM
XLY
0.03%
SBI CONS DISCR
JWN
0.02%
COM
RDS/B
0.02%
SPON ADR B
ISRG
0.02%
COM NEW
IJK
0.02%
S&P MC 400GR ETF
ZTS
0.02%
CL A
VYM
0.02%
HIGH DIV YLD
CVGW
0.02%
COM
NVS
0.02%
SPONSORED ADR
OMC
0.02%
COM
ESV
0.01%
SHS CLASS A
MCF
0.01%
COM NEW
TROV
< 0.01%
COM PAR
ATNM
< 0.01%
COM
AAPL
2.51%
COM
AMZN
2.23%
COM
BRK.B
1.45%
CL B NEW
BAC
0.81%
COM
BA
0.73%
COM
AMGN
0.67%
COM
AXP
0.65%
COM
UTX
0.62%
COM
TXN
0.6%
COM
ABT
0.52%
COM
ADP
0.49%
COM
VB
0.43%
SMALL CP ETF
TRV
0.36%
COM
BK
0.31%
COM
TGT
0.29%
COM
AABA
0.25%
COM
ESRX
0.23%
COM
AFL
0.21%
COM
BDX
0.18%
COM
ANTM
0.18%
COM
AMAT
0.17%
COM
APC
0.16%
COM
BAX
0.15%
COM
VIS
0.13%
INDUSTRIAL ETF
AIG
0.13%
COM NEW
ADM
0.12%
COM
AET
0.1%
COM
BSV
0.09%
SHORT TRM BOND
QQQ
0.09%
UNIT SER 1
DVMT
0.04%
COM CL V
USDU
0.04%
BLMBG US BULL
CDK
0.03%
COM
BBT
0.02%
COM
HAL
0.02%
COM
VMW
0.02%
CL A COM
APA
0.02%
COM
LNC
0.02%
COM
DYSL
0.02%
COM
DSL
0.02%
PRN
BIO
0.02%
CL A
VRSN
0.02%
COM
IYE
0.02%
U.S. ENERGY ETF
PES
< 0.01%
COM
RGLS
< 0.01%
COM