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
30
3
3
1
0
1
23
2
1
FRAGASSO GROUP INC

Time Period2018-06-30

Total Holdings110

Total Value ($x1000)388,088
Activities
New13

Increased40

Unchanged14

Decreased43

Sold Out3

Top 10 Stock Holdingstotal 69.73%
VOO29.41

IEFA11.59

IWR8.86

EFA4.69

IBDL4.22

 
IBDK2.66

IBDM2.59

IBDH2.27

BOND1.9

VXF1.54

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
29.41%
SHS
IEFA
11.59%
CORE MSCI EAFE
IWR
8.86%
RUS MID-CAP ETF
EFA
4.69%
MSCI EAFE ETF
IBDL
4.22%
DEC 2020 CORP
IBDK
2.66%
IBND DEC19 ETF
IBDM
2.59%
IBND DEC21 ETF
IBDH
2.27%
DEC 18 CP TERM
BOND
1.9%
TOTL RETN ETF
VXF
1.54%
EXTEND MKT ETF
AGG
1.26%
CORE TOTUSBD ETF
USMV
1.18%
USA MIN VOL ETF
IVV
1.12%
CORE S&P500 ETF
EFAV
0.87%
EAFE MIN VOL ETF
AMGN
0.77%
COM
MSFT
0.72%
COM
AAPL
0.69%
COM
PNC
0.65%
COM
JNJ
0.63%
COM
DON
0.63%
MIDCAP DIVI FD
XOM
0.57%
COM
V
0.56%
COM CL A
BRK.B
0.54%
CL B NEW
JPM
0.52%
COM
GOOGL
0.52%
CAP STK CL A
VZ
0.5%
COM
CSCO
0.49%
COM
MSI
0.49%
COM NEW
PFE
0.49%
COM
MUB
0.47%
NAT AMT FREE BD
SPY
0.44%
TR UNIT
BDX
0.43%
COM
WMT
0.43%
COM
UNH
0.43%
COM
OXY
0.41%
COM
LLL
0.4%
COM
PEP
0.39%
COM
AMT
0.39%
COM
DEO
0.38%
SPON ADR NEW
PG
0.38%
COM
IBM
0.38%
COM
HAS
0.38%
COM
QCOM
0.37%
COM
VO
0.37%
MID CAP ETF
WFC
0.36%
COM
MAS
0.36%
COM
VFC
0.35%
COM
VYM
0.35%
HIGH DIV YLD
PPL
0.34%
COM
FMS
0.34%
SPONSORED ADR
SBUX
0.34%
COM
BLL
0.33%
COM
PH
0.32%
COM
CBS
0.32%
CL B
GILD
0.31%
COM
HLT
0.31%
WHEN ISSUED
VWO
0.3%
FTSE EMR MKT ETF
SLB
0.29%
COM
WP
0.29%
CL A
IWD
0.29%
RUS 1000 VAL ETF
EFG
0.26%
EAFE GRWTH ETF
IVZ
0.26%
SHS
FB
0.25%
CL A
NVR
0.24%
COM
PPG
0.22%
COM
BA
0.21%
COM
DES
0.18%
SMALLCAP DIVID
IEF
0.17%
7-10 Y TR BD ETF
IDV
0.17%
INTL SEL DIV ETF
IWM
0.16%
RUSSELL 2000 ETF
CSX
0.16%
COM
MCD
0.15%
COM
ITM
0.14%
AMT FREE INT ETF
ABBV
0.14%
COM
SUB
0.13%
SHT NTLAMTFR ETF
T
0.13%
COM
NFLX
0.13%
COM
NBHC
0.13%
CL A
CMCSA
0.12%
CL A
RSCO
0.12%
SM CAP COMPLETE
WTM
0.12%
COM
SCHE
0.11%
EMRG MKTEQ ETF
INTC
0.11%
COM
AMZN
0.11%
COM
STIP
0.1%
0-5 YR TIPS ETF
MRK
0.1%
COM
COO
0.1%
COM NEW
EEMV
0.1%
EM MK MINVOL ETF
HON
0.09%
COM
LAG
0.09%
BRCLYS AGG ETF
IBDN
0.08%
IBND DEC22 ETF
ADP
0.08%
COM
HD
0.08%
COM
X
0.08%
COM
HYD
0.07%
HIGH YLD MUN ETF
ABT
0.07%
COM
STBA
0.07%
COM
SCHF
0.07%
INTL EQTY ETF
VTI
0.07%
TOTAL STK MKT
NMY
0.07%
COM
RSP
0.07%
S&P500 EQL WGT
DIS
0.07%
COM DISNEY
SLYV
0.06%
S&P 600 SMCP VAL
GMM
0.06%
EMERG MKTS ETF
CVX
0.06%
COM
GE
0.06%
COM
ROK
0.06%
COM
DFS
0.06%
COM
TOTL
0.05%
SPDR TR TACTIC
BZM
0.05%
COM
TWX
0.4%
COM NEW
RL
0.24%
CL A
RSP
0.06%
GUG S&P500 EQ WT