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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
47
8
21
2
8
1
33
14
17
GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP

Time Period2018-09-30

Total Holdings173

Total Value ($x1000)1,064,435
Activities
New51

Increased41

Unchanged2

Decreased79

Sold Out42

Top 10 Stock Holdingstotal 29.96%
VTI5.45

AMZN4.23

AAPL4.13

MSFT3.14

GOOG2.89

 
V2.15

UNH2.15

FB2

PLD1.94

BAC1.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
5.45%
TOTAL STK MKT
AMZN
4.23%
COM
AAPL
4.13%
COM
MSFT
3.14%
COM
GOOG
2.89%
CAP STK CL C
V
2.15%
COM CL A
UNH
2.15%
COM
FB
2%
CL A
PLD
1.94%
COM
BAC
1.88%
COM
JPM
1.78%
COM
MA
1.63%
CL A
KO
1.53%
COM
ADBE
1.47%
COM
ZTS
1.47%
CL A
MCD
1.44%
COM
VXUS
1.32%
VG TL INTL STK F
BSX
1.3%
COM
SIVB
1.24%
COM
BAX
1.16%
COM
CRM
1.15%
COM
CI
1.12%
COM
WMT
1.11%
COM
VZ
1.07%
COM
RSG
1.05%
COM
ABT
1.01%
COM
HD
1.01%
COM
DPZ
0.97%
COM
XPO
0.94%
COM
MRK
0.88%
COM
BDX
0.86%
COM
AET
0.85%
COM
STI
0.78%
COM
NKE
0.76%
CL B
STZ
0.74%
CL A
SYK
0.73%
COM
CNI
0.73%
COM
T
0.71%
COM
CSCO
0.68%
COM
PFE
0.67%
COM
TSM
0.66%
SPONSORED ADR
JNJ
0.66%
COM
C
0.61%
COM NEW
ABBV
0.59%
COM
AMGN
0.57%
COM
ACN
0.57%
SHS CLASS A
PEP
0.57%
COM
IBM
0.56%
COM
FRC
0.55%
COM
SPY
0.55%
TR UNIT
Z
0.53%
CL C CAP STK
AEO
0.53%
COM
ROST
0.51%
COM
GILD
0.5%
COM
PYPL
0.5%
COM
STT
0.48%
COM
COP
0.48%
COM
BIIB
0.47%
COM
WBA
0.47%
COM
CVS
0.47%
COM
MS
0.46%
COM NEW
MXIM
0.46%
COM
CSX
0.45%
COM
TEL
0.43%
REG SHS
COF
0.43%
COM
BK
0.43%
COM
AMAT
0.43%
COM
LOW
0.43%
COM
NSC
0.43%
COM
VLO
0.42%
COM
TROW
0.41%
COM
KSU
0.41%
COM NEW
MCO
0.4%
COM
PNC
0.4%
COM
LYB
0.38%
SHS - A -
NTAP
0.37%
COM
AGN
0.37%
SHS
HES
0.37%
COM
APH
0.36%
CL A
PRU
0.36%
COM
HRC
0.36%
COM
AMT
0.35%
COM
RF
0.35%
COM
QLYS
0.35%
COM
GWRE
0.35%
COM
BBY
0.34%
COM
OMC
0.34%
COM
WRK
0.32%
COM
CBG
0.31%
CL A
TJX
0.31%
COM
TSCO
0.31%
COM
VMW
0.3%
CL A COM
EQT
0.3%
COM
AES
0.3%
COM
WING
0.29%
COM
INTU
0.29%
COM
SPR
0.28%
COM CL A
TGT
0.28%
COM
QCOM
0.28%
COM
DAL
0.28%
COM NEW
CTL
0.28%
COM
MLM
0.27%
COM
GS
0.26%
COM
ADI
0.26%
COM
GWW
0.25%
COM
CDNS
0.25%
COM
JLL
0.24%
COM
KMI
0.24%
COM
VFC
0.23%
COM
NFX
0.23%
COM
MRO
0.23%
COM
SHAK
0.23%
CL A
MKSI
0.23%
COM
LHCG
0.23%
COM
VRNS
0.23%
COM
FCE/A
0.23%
COM CL A
CHD
0.22%
COM
JBL
0.22%
COM
ICUI
0.22%
COM
SPOT
0.22%
SHS
INTC
0.22%
COM
HOG
0.21%
COM
VMC
0.21%
COM
UAL
0.21%
COM
TER
0.21%
COM
GOOGL
0.21%
CAP STK CL A
R
0.2%
COM
HRB
0.2%
COM
LPX
0.2%
COM
EA
0.2%
COM
HST
0.2%
COM
CLGX
0.2%
COM
FTNT
0.2%
COM
GHC
0.19%
COM
STLD
0.19%
COM
FANG
0.19%
COM
CRUS
0.19%
COM
ITUB
0.17%
SPON ADR REP PFD
TDS
0.16%
COM NEW
MBT
0.16%
SPONSORED ADR
MUR
0.16%
COM
JHG
0.16%
ORD SHS
LGND
0.16%
COM NEW
VIV
0.15%
SPONSORED ADR
DNKN
0.15%
COM
GPOR
0.15%
COM NEW
SBRA
0.15%
COM
HLF
0.15%
COM USD SHS
INFY
0.15%
SPONSORED ADR
TDC
0.15%
COM
UFS
0.15%
COM NEW
HAE
0.14%
COM
DECK
0.13%
COM
ETN
0.13%
SHS
KIM
0.13%
COM
HFC
0.12%
COM
APTV
0.12%
SHS
CARB
0.12%
COM
DO
0.11%
COM
PK
0.11%
COM
K
0.11%
COM
RHT
0.11%
COM
ORCL
0.11%
COM
JNPR
0.09%
COM
RARE
0.09%
COM
PBF
0.09%
CL A
XOM
0.08%
COM
NSP
0.07%
COM
ALL
0.07%
COM
BERY
0.07%
COM
VRTU
0.07%
COM
AA
0.06%
COM
UNFI
0.05%
COM
BABA
1.48%
SPONSORED ADS
MTZ
1.08%
COM
BLK
0.93%
COM
FHN
0.82%
COM
FDX
0.77%
COM
NVR
0.76%
COM
DIS
0.71%
COM DISNEY
MAS
0.62%
COM
MHK
0.59%
COM
LEN
0.49%
CL A
LLY
0.48%
COM
TXN
0.45%
COM
MDLZ
0.39%
CL A
DY
0.36%
COM
STX
0.36%
SHS
SBUX
0.35%
COM
SWKS
0.33%
COM
CAT
0.33%
COM
WHR
0.32%
COM
LRCX
0.31%
COM
MU
0.29%
COM
NFLX
0.29%
COM
TIF
0.26%
COM
HCA
0.26%
COM
ABEV
0.26%
SPONSORED ADR
SBAC
0.26%
CL A
DVN
0.24%
COM
FL
0.24%
COM
EL
0.22%
CL A
KR
0.22%
COM
LNG
0.2%
COM NEW
VAR
0.18%
COM
HBI
0.18%
COM
MRVL
0.17%
ORD
MOS
0.16%
COM
EPC
0.16%
COM
SINA
0.14%
ORD
CC
0.14%
COM
YY
0.11%
ADS REPCOM CLA
GNTX
0.11%
COM
GPS
0.07%
COM
HPE
0.06%
COM