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
43
9
17
3
8
2
35
19
11
GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP

Time Period2018-06-30

Total Holdings164

Total Value ($x1000)1,052,438
Activities
New35

Increased54

Unchanged1

Decreased74

Sold Out36

Top 10 Stock Holdingstotal 28.12%
VTI4.64

AAPL3.77

MSFT3.42

GOOG3.12

AMZN2.92

 
V2.39

VXUS2.33

PLD1.99

BAC1.81

MA1.73

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
4.64%
TOTAL STK MKT
AAPL
3.77%
COM
MSFT
3.42%
COM
GOOG
3.12%
CAP STK CL C
AMZN
2.92%
COM
V
2.39%
COM CL A
VXUS
2.33%
VG TL INTL STK F
PLD
1.99%
COM
BAC
1.81%
COM
MA
1.73%
CL A
HD
1.72%
COM
FB
1.68%
CL A
JPM
1.68%
COM
ADBE
1.59%
COM
KO
1.55%
COM
CSCO
1.53%
COM
BABA
1.48%
SPONSORED ADS
ZTS
1.46%
CL A
T
1.4%
COM
CRM
1.38%
COM
MCD
1.3%
COM
SIVB
1.2%
COM
STI
1.19%
COM
BAX
1.17%
COM
AET
1.14%
COM
RSG
1.09%
COM
MTZ
1.08%
COM
XPO
1.08%
COM
DPZ
1.07%
COM
UNH
1%
COM
STZ
0.99%
CL A
BLK
0.93%
COM
ABT
0.93%
COM
FRC
0.93%
COM
SYK
0.92%
COM
BDX
0.87%
COM
FHN
0.82%
COM
VMC
0.8%
COM
KSU
0.78%
COM NEW
FDX
0.77%
COM
NVR
0.76%
COM
VZ
0.72%
COM
DIS
0.71%
COM DISNEY
C
0.65%
COM NEW
AMAT
0.62%
COM
MAS
0.62%
COM
ACN
0.59%
SHS CLASS A
MHK
0.59%
COM
AMGN
0.57%
COM
MXIM
0.56%
COM
ABBV
0.55%
COM
AGN
0.55%
SHS
IBM
0.54%
COM
SPY
0.52%
TR UNIT
ROST
0.51%
COM
GS
0.49%
COM
LEN
0.49%
CL A
GILD
0.49%
COM
LLY
0.48%
COM
COP
0.48%
COM
TXN
0.45%
COM
BIIB
0.45%
COM
CSX
0.45%
COM
WBA
0.44%
COM
MLM
0.43%
COM
CVS
0.43%
COM
APH
0.43%
CL A
MCO
0.42%
COM
VLO
0.42%
COM
LYB
0.41%
SHS - A -
MDLZ
0.39%
CL A
PNC
0.39%
COM
AMT
0.37%
COM
DY
0.36%
COM
LOW
0.36%
COM
STX
0.36%
SHS
SBUX
0.35%
COM
HRC
0.35%
COM
BBY
0.35%
COM
TEL
0.35%
REG SHS
NSC
0.34%
COM
SWKS
0.33%
COM
CBG
0.33%
CL A
CAT
0.33%
COM
WHR
0.32%
COM
EQT
0.32%
COM
WRK
0.32%
COM
LRCX
0.31%
COM
NTAP
0.31%
COM
AES
0.31%
COM
TJX
0.3%
COM
INTU
0.29%
COM
MU
0.29%
COM
NFLX
0.29%
COM
SPR
0.28%
COM CL A
MBT
0.28%
SPONSORED ADR
QCOM
0.27%
COM
TIF
0.26%
COM
HCA
0.26%
COM
ABEV
0.26%
SPONSORED ADR
AA
0.26%
COM
SBAC
0.26%
CL A
DAL
0.25%
COM NEW
TGT
0.25%
COM
DVN
0.24%
COM
JLL
0.24%
COM
FL
0.24%
COM
FCE/A
0.23%
COM CL A
MKSI
0.23%
COM
JBL
0.23%
COM
EL
0.22%
CL A
R
0.22%
COM
PBF
0.22%
CL A
PRU
0.22%
COM
KR
0.22%
COM
TER
0.21%
COM
DECK
0.21%
COM
MRO
0.21%
COM
LNG
0.2%
COM NEW
UAL
0.2%
COM
CRUS
0.2%
COM
GOOGL
0.2%
CAP STK CL A
PFE
0.19%
COM
CLGX
0.19%
COM
HES
0.19%
COM
GHC
0.19%
COM
CTL
0.18%
COM
GPOR
0.18%
COM NEW
RF
0.18%
COM
VAR
0.18%
COM
HBI
0.18%
COM
VFC
0.18%
COM
MRVL
0.17%
ORD
UNFI
0.16%
COM
JHG
0.16%
ORD SHS
MOS
0.16%
COM
DNKN
0.16%
COM
TDS
0.16%
COM NEW
EPC
0.16%
COM
HLF
0.16%
COM USD SHS
VMW
0.15%
CL A COM
TDC
0.15%
COM
UFS
0.15%
COM NEW
VIV
0.15%
SPONSORED ADR
OMC
0.14%
COM
SINA
0.14%
ORD
LPX
0.14%
COM
HAE
0.14%
COM
CC
0.14%
COM
KIM
0.13%
COM
INTC
0.13%
COM
HRB
0.12%
COM
PK
0.12%
COM
YY
0.11%
ADS REPCOM CLA
RHT
0.11%
COM
GNTX
0.11%
COM
HFC
0.1%
COM
JNJ
0.09%
COM
LGND
0.08%
COM NEW
XOM
0.08%
COM
BERY
0.07%
COM
Z
0.07%
CL C CAP STK
GPS
0.07%
COM
HPE
0.06%
COM
KNX
0.94%
CL A
TSM
0.75%
SPONSORED ADR
EBAY
0.71%
COM
MTCH
0.66%
COM
BA
0.56%
COM
COST
0.52%
COM
ITUB
0.47%
SPON ADR REP PFD
DHI
0.46%
COM
TWX
0.45%
COM NEW
ATVI
0.44%
COM
HPQ
0.44%
COM
CMG
0.39%
COM
MNST
0.38%
COM
VRSN
0.37%
COM
WMB
0.36%
COM
RCL
0.36%
COM
APA
0.3%
COM
TOL
0.3%
COM
ZG
0.28%
CL A
MAN
0.27%
COM
CDNS
0.26%
COM
CTLT
0.25%
COM
OC
0.2%
COM
KSS
0.19%
COM
NOV
0.19%
COM
PHM
0.18%
COM
CELG
0.17%
COM
MCHI
0.15%
CHINA ETF
WBC
0.14%
COM
ORCL
0.13%
COM
NTCT
0.12%
COM
PG
0.09%
COM
ABC
0.09%
COM
URBN
0.08%
COM
VWO
0.08%
FTSE EMR MKT ETF
WDC
0.05%
COM