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
1
0
1
0
19
5
1
FULTON BREAKEFIELD BROENNIMAN LLC

Time Period2018-09-30

Total Holdings108

Total Value ($x1000)642,666
Activities
New7

Increased36

Unchanged6

Decreased59

Sold Out4

Top 10 Stock Holdingstotal 25.38%
MSFT3.13

UNH2.65

IWM2.62

V2.57

BRK.B2.47

 
AAPL2.44

JNJ2.43

LOW2.41

VEU2.36

GOOGL2.3

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.13%
COM
UNH
2.65%
COM
IWM
2.62%
RUSSELL 2000 ETF
V
2.57%
COM CL A
BRK.B
2.47%
CL B NEW
AAPL
2.44%
COM
JNJ
2.43%
COM
LOW
2.41%
COM
VEU
2.36%
ALLWRLD EX US
GOOGL
2.3%
CAP STK CL A
PNC
2.19%
COM
TJX
2.14%
COM
PFE
2.04%
COM
CLX
2%
COM
PFF
1.88%
U.S. PFD STK ETF
JPM
1.87%
COM
CHD
1.82%
COM
EFA
1.8%
MSCI EAFE ETF
CVX
1.78%
COM
ACN
1.71%
SHS CLASS A
NEE
1.6%
COM
SPY
1.59%
TR UNIT
ROP
1.56%
COM
DHR
1.55%
COM
IJH
1.52%
CORE S&P MCP ETF
HON
1.5%
COM
CME
1.47%
COM
AMT
1.45%
COM
SCHW
1.44%
COM
UNP
1.42%
COM
VZ
1.4%
COM
MCHP
1.37%
COM
PEP
1.34%
COM
INTC
1.34%
COM
CSCO
1.3%
COM
IVV
1.29%
CORE S&P500 ETF
UTX
1.27%
COM
FB
1.26%
CL A
PANW
1.23%
COM
MDLZ
1.19%
CL A
D
1.18%
COM
GPC
1.17%
COM
DWDP
1.16%
COM
EXR
1.14%
COM
PX
1.09%
COM
GILD
1.03%
COM
ACGL
1.01%
ORD
VWO
1.01%
FTSE EMR MKT ETF
EPD
1%
COM
T
0.99%
COM
BMY
0.96%
COM
XLNX
0.91%
COM
SLB
0.88%
COM
SRE
0.83%
COM
RSP
0.83%
S&P500 EQL WGT
NKE
0.82%
CL B
IJK
0.7%
S&P MC 400GR ETF
MO
0.55%
COM
DVY
0.55%
SELECT DIVID ETF
XOM
0.52%
COM
AMGN
0.5%
COM
TBB...
0.47%
PFD
STT E...
0.47%
PFD
MAR
0.44%
CL A
JPM G...
0.43%
PFD
SWJ...
0.39%
PFD
PJH...
0.35%
PFD
PM
0.3%
COM
SCHM
0.3%
US MID-CAP ETF
APO A...
0.27%
PFD
WFC W...
0.26%
PFD
WFC T...
0.26%
PFD
IWN
0.24%
RUS 2000 VAL ETF
SOJA...
0.24%
PFD
MET E...
0.24%
PFD
WRB C...
0.22%
PFD
USB O...
0.21%
PFD
SCHA
0.2%
US SML CAP ETF
FTV
0.19%
COM
ALL C...
0.18%
PFD
UZA...
0.18%
PFD
ALL A...
0.16%
PFD
PRE G...
0.15%
PFD
BAC B...
0.15%
PFD
XLK
0.15%
TECHNOLOGY
HBC/PA
0.14%
ADR A 1/40PF A
SCHE
0.14%
EMRG MKTEQ ETF
NEE I...
0.12%
PFD
EEM
0.12%
MSCI EMG MKT ETF
KO
0.11%
COM
USB
0.11%
COM NEW
SCHW D...
0.1%
PFD
PSA V...
0.1%
PFD
JPM B...
0.09%
PFD
XLF
0.09%
SBI INT-FINL
SCHC
0.09%
INTL SCEQT ETF
ALL G...
0.08%
PFD
AMTD
0.08%
COM
PBSAY...
0.08%
PFD
VNO K...
0.08%
PFD
STT C...
0.08%
PFD
BBT D...
0.07%
PFD
C K...
0.06%
PFD
WEN
0.05%
COM
PSA Z...
0.05%
PFD
BCS/PD
0.05%
ADR PFD SR 5
WFC V...
0.05%
PFD
PSA F...
0.05%
PFD
XLY
1.26%
SBI CONS DISCR
CCL
1.15%
PAIRED CTF
PG
0.14%
COM
GE
0.03%
COM