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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.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
43
9
14
3
9
2
39
16
9
GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP

Time Period2018-12-31

Total Holdings167

Total Value ($x1000)953,593
Activities
New47

Increased61

Unchanged0

Decreased59

Sold Out53

Top 10 Stock Holdingstotal 27.2%
VTI3.64

MSFT3.57

AAPL3.47

GOOG3.31

AMZN2.69

 
V2.68

UNH2.4

Z1.98

MA1.8

MRK1.66

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
3.64%
TOTAL STK MKT
MSFT
3.57%
COM
AAPL
3.47%
COM
GOOG
3.31%
CAP STK CL C
AMZN
2.69%
COM
V
2.68%
COM CL A
UNH
2.4%
COM
Z
1.98%
CL C CAP STK
MA
1.8%
CL A
MRK
1.66%
COM
PLD
1.62%
COM
SBUX
1.6%
COM
KO
1.57%
COM
BAC
1.52%
COM
VZ
1.5%
COM
JPM
1.5%
COM
PYPL
1.5%
COM
MDT
1.48%
SHS
MCD
1.42%
COM
ABT
1.35%
COM
VXUS
1.28%
VG TL INTL STK F
FB
1.18%
CL A
DPZ
1.15%
COM
BSX
1.12%
COM
PEP
1.11%
COM
ADBE
1.01%
COM
CRM
1.01%
COM
NKE
1%
CL B
TSM
0.92%
SPONSORED ADR
CI
0.88%
COM
PG
0.87%
COM
BKNG
0.87%
COM
WMT
0.85%
COM
RSG
0.83%
COM
ZTS
0.81%
CL A
ANTM
0.81%
COM
HCN
0.8%
COM
EXPE
0.77%
COM NEW
PFE
0.75%
COM
TJX
0.73%
COM
HD
0.73%
COM
SYK
0.73%
COM
INTC
0.7%
COM
JNJ
0.66%
COM
BA
0.65%
COM
DLR
0.65%
COM
ROST
0.64%
COM
DIS
0.64%
COM DISNEY
NFLX
0.63%
COM
ABBV
0.61%
COM
T
0.6%
COM
BDX
0.6%
COM
LLY
0.6%
COM
AMGN
0.59%
COM
BAX
0.59%
COM
CSCO
0.58%
COM
LULU
0.56%
COM
NVDA
0.56%
COM
MAR
0.54%
CL A
IBM
0.52%
COM
AMT
0.49%
COM
GILD
0.48%
COM
COP
0.47%
COM
MS
0.47%
COM NEW
INTU
0.47%
COM
BK
0.46%
COM
BIIB
0.46%
COM
VMC
0.46%
COM
NSC
0.45%
COM
MLM
0.45%
COM
CVS
0.45%
COM
CSX
0.45%
COM
CELG
0.45%
COM
IQV
0.44%
COM
COST
0.44%
COM
ISRG
0.44%
COM NEW
MCO
0.44%
COM
HPQ
0.43%
COM
WBA
0.41%
COM
FRC
0.39%
COM
AVGO
0.39%
COM
CASY
0.38%
COM
AMAT
0.38%
COM
SIVB
0.38%
COM
HRC
0.36%
COM
OMC
0.36%
COM
LHCG
0.35%
COM
AMED
0.35%
COM
C
0.34%
COM NEW
PRU
0.33%
COM
TSCO
0.3%
COM
WP
0.3%
CL A
FTNT
0.29%
COM
AES
0.29%
COM
HES
0.28%
COM
VMW
0.27%
CL A COM
XLNX
0.27%
COM
ADI
0.26%
COM
MKC
0.26%
COM NON VTG
QCOM
0.26%
COM
LPX
0.26%
COM
COF
0.25%
COM
JLL
0.25%
COM
KMI
0.25%
COM
QLYS
0.24%
COM
TGT
0.24%
COM
CHD
0.24%
COM
HPE
0.23%
COM
MUR
0.23%
COM
AEO
0.22%
COM
HOG
0.22%
COM
MRO
0.22%
COM
GWW
0.22%
COM
VRNS
0.21%
COM
LW
0.21%
COM
CBG
0.21%
CL A
STLD
0.21%
COM
TAP
0.21%
CL B
JAZZ
0.2%
SHS USD
HST
0.2%
COM
RL
0.2%
CL A
HRB
0.2%
COM
IPG
0.2%
COM
GHC
0.2%
COM
CMCSA
0.2%
CL A
CLGX
0.19%
COM
MBT
0.19%
SPONSORED ADR
NTAP
0.18%
COM
JHG
0.18%
ORD SHS
ABEV
0.18%
SPONSORED ADR
CRUS
0.18%
COM
GOOGL
0.18%
CAP STK CL A
IONS
0.18%
COM
FANG
0.18%
COM
SBS
0.18%
SPONSORED ADR
SYY
0.17%
COM
HLF
0.17%
COM USD SHS
TDS
0.17%
COM NEW
TDC
0.17%
COM
VIV
0.17%
SPONSORED ADR
INFY
0.16%
SPONSORED ADR
CFG
0.15%
COM
PLAN
0.15%
COM
DNKN
0.15%
COM
BBY
0.15%
COM
UFS
0.15%
COM NEW
AZO
0.14%
COM
SBRA
0.14%
COM
DO
0.14%
COM
ITUB
0.14%
SPON ADR REP PFD
CTL
0.14%
COM
EQT
0.13%
COM
VLO
0.12%
COM
KIM
0.12%
COM
NRG
0.11%
COM NEW
FL
0.09%
COM
CTRP
0.09%
AMERICAN DEP SHS
REGN
0.09%
COM
JNPR
0.09%
COM
YY
0.09%
ADS REPCOM CLA
A
0.08%
COM
ALL
0.08%
COM
BERY
0.08%
COM
NSP
0.08%
COM
XOM
0.07%
COM
HFC
0.06%
COM
CDNS
0.04%
COM
CI
1.12%
COM
XPO
0.94%
COM
AET
0.85%
COM
STI
0.78%
COM
STZ
0.74%
CL A
CNI
0.73%
COM
ACN
0.57%
SHS CLASS A
SPY
0.55%
TR UNIT
STT
0.48%
COM
MXIM
0.46%
COM
TEL
0.43%
REG SHS
LOW
0.43%
COM
TROW
0.41%
COM
KSU
0.41%
COM NEW
PNC
0.4%
COM
LYB
0.38%
SHS - A -
AGN
0.37%
SHS
APH
0.36%
CL A
RF
0.35%
COM
GWRE
0.35%
COM
WRK
0.32%
COM
WING
0.29%
COM
SPR
0.28%
COM CL A
DAL
0.28%
COM NEW
GS
0.26%
COM
VFC
0.23%
COM
NFX
0.23%
COM
SHAK
0.23%
CL A
MKSI
0.23%
COM
FCE/A
0.23%
COM CL A
JBL
0.22%
COM
ICUI
0.22%
COM
SPOT
0.22%
SHS
UAL
0.21%
COM
TER
0.21%
COM
R
0.2%
COM
EA
0.2%
COM
LGND
0.16%
COM NEW
GPOR
0.15%
COM NEW
HAE
0.14%
COM
DECK
0.13%
COM
ETN
0.13%
SHS
APTV
0.12%
SHS
CARB
0.12%
COM
PK
0.11%
COM
K
0.11%
COM
RHT
0.11%
COM
ORCL
0.11%
COM
RARE
0.09%
COM
PBF
0.09%
CL A
VRTU
0.07%
COM
AA
0.06%
COM
UNFI
0.05%
COM