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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
75
15
5
2
4
0
55
13
3
GIRARD PARTNERS LTD

Time Period2018-06-30

Total Holdings262

Total Value ($x1000)529,589
Activities
New40

Increased112

Unchanged16

Decreased94

Sold Out22

Top 10 Stock Holdingstotal 22.97%
AAPL4.97

V2.28

MSFT2.27

BLK2.13

LAG2.03

 
HD2.03

JNJ1.95

INTC1.85

AMZN1.8

UNH1.66

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.97%
COM
V
2.28%
COM CL A
MSFT
2.27%
COM
BLK
2.13%
COM
LAG
2.03%
BRCLYS AGG ETF
HD
2.03%
COM
JNJ
1.95%
COM
INTC
1.85%
COM
AMZN
1.8%
COM
UNH
1.66%
COM
AMGN
1.57%
COM
UNP
1.55%
COM
DIS
1.55%
COM DISNEY
XOM
1.52%
COM
JPM
1.48%
COM
CSCO
1.46%
COM
BNDX
1.38%
INTL BD IDX ETF
MO
1.37%
COM
VTV
1.35%
VALUE ETF
BA
1.33%
COM
HON
1.32%
COM
MRK
1.31%
COM
GOOGL
1.27%
CAP STK CL A
VZ
1.23%
COM
ABT
1.21%
COM
VFC
1.18%
COM
LMT
1.08%
COM
FB
1.07%
CL A
SPYG
1.06%
S&P 500 GROWTH
TRV
0.99%
COM
VBR
0.96%
SM CP VAL ETF
SLB
0.87%
COM
MMC
0.87%
COM
T
0.83%
COM
MCD
0.82%
COM
TMO
0.8%
COM
IJH
0.79%
CORE S&P MCP ETF
VNQ
0.77%
REIT ETF
ECL
0.74%
COM
VOE
0.74%
MCAP VL IDXVIP
AMT
0.74%
COM
VCSH
0.73%
SHRT TRM CORP BD
PFE
0.72%
COM
NEE
0.71%
COM
SBUX
0.68%
COM
STZ
0.67%
CL A
PEP
0.65%
COM
CVX
0.65%
COM
GIS
0.61%
COM
JNK
0.6%
BRC HGH YLD BD
PPG
0.58%
COM
ONEK
0.58%
RUSSELL 1000 ETF
GOOG
0.57%
CAP STK CL C
UPS
0.56%
CL B
GPC
0.56%
COM
WFC
0.54%
COM
BKNG
0.53%
COM
COST
0.51%
COM
MA
0.49%
CL A
PM
0.49%
COM
CVS
0.49%
COM
DWDP
0.48%
COM
BRK.B
0.48%
CL B NEW
PG
0.47%
COM
WEC
0.45%
COM
SYK
0.43%
COM
MMM
0.42%
COM
ADS
0.41%
COM
ILMN
0.4%
COM
NKE
0.4%
CL B
VOO
0.39%
SHS
PX
0.38%
COM
VV
0.38%
LARGE CAP ETF
FIS
0.38%
COM
UTX
0.36%
COM
VO
0.36%
MID CAP ETF
EFG
0.36%
EAFE GRWTH ETF
CL
0.36%
COM
SPY
0.36%
TR UNIT
CTSH
0.35%
CL A
EFV
0.35%
EAFE VALUE ETF
BIV
0.34%
INTERMED TERM
GMM
0.34%
EMERG MKTS ETF
MDYG
0.34%
S&P 400 MDCP GRW
PFG
0.34%
COM
MUB
0.33%
NAT AMT FREE BD
EQIX
0.33%
COM PAR $0.001
D
0.32%
COM
KMB
0.31%
COM
NFLX
0.29%
COM
VLO
0.29%
COM
BMY
0.29%
COM
WMT
0.28%
COM
AGG
0.27%
CORE TOTUSBD ETF
FTV
0.27%
COM
VUG
0.27%
GROWTH ETF
RTN
0.27%
COM NEW
USB
0.26%
COM NEW
CELG
0.26%
COM
DWM
0.26%
DEFA FD
ABBV
0.25%
COM
IVV
0.25%
CORE S&P500 ETF
ADP
0.25%
COM
SWKS
0.24%
COM
VWO
0.23%
FTSE EMR MKT ETF
HRL
0.23%
COM
BAC
0.23%
COM
FAST
0.23%
COM
CMCSA
0.23%
CL A
VTI
0.22%
TOTAL STK MKT
HYD
0.21%
HIGH YLD MUN ETF
HAS
0.21%
COM
SLYG
0.21%
S&P 600 SMCP GRW
CAT
0.21%
COM
VEA
0.21%
FTSE DEV MKT ETF
ATVI
0.2%
COM
GILD
0.2%
COM
IWS
0.2%
RUS MDCP VAL ETF
SLYV
0.2%
S&P 600 SMCP VAL
CLX
0.19%
COM
DGX
0.19%
COM
TDG
0.18%
COM
MNST
0.18%
COM
O
0.18%
COM
VB
0.18%
SMALL CP ETF
ATNX
0.18%
COM
ICE
0.17%
COM
PEG
0.17%
COM
VGSH
0.16%
SHTRM GVT BD ETF
XLY
0.16%
SBI CONS DISCR
CMI
0.16%
COM
QQQ
0.16%
UNIT SER 1
IWF
0.16%
RUS 1000 GRW ETF
PFF
0.16%
U.S. PFD STK ETF
EPD
0.16%
COM
NVDA
0.16%
COM
PPL
0.16%
COM
BND
0.15%
TOTAL BND MRKT
IWD
0.15%
RUS 1000 VAL ETF
KO
0.15%
COM
IJR
0.15%
CORE S&P SCP ETF
UVSP
0.14%
COM
IWP
0.13%
RUS MD CP GR ETF
MTB
0.13%
COM
JCI
0.13%
SHS
VXUS
0.13%
VG TL INTL STK F
NSC
0.12%
COM
WTR
0.12%
COM
LLY
0.12%
COM
PSA
0.12%
COM
FDX
0.12%
COM
MDLZ
0.12%
CL A
KHC
0.12%
COM
GE
0.12%
COM
AFL
0.11%
COM
GPN
0.11%
COM
CME
0.11%
COM
APD
0.11%
COM
IVW
0.11%
S&P 500 GRWT ETF
BRK.A
0.11%
CL A
BDX
0.11%
COM
ORLY
0.1%
COM
DUK
0.1%
COM NEW
ABMD
0.1%
COM
CAH
0.1%
COM
PDCE
0.1%
COM
TSLA
0.09%
COM
ORCL
0.09%
COM
TROW
0.09%
COM
PNC
0.09%
COM
DHR
0.09%
COM
C
0.09%
COM NEW
DE
0.09%
COM
COP
0.09%
COM
IBM
0.09%
COM
RSP
0.09%
S&P500 EQL WGT
SH
0.09%
SHORT S&P 500 NE
VIG
0.08%
DIV APP ETF
BSV
0.08%
SHORT TRM BOND
PBA
0.08%
COM
YUM
0.08%
COM
BP
0.08%
SPONSORED ADR
NOC
0.08%
COM
SHM
0.08%
NUVN BR SHT MUNI
TD
0.08%
COM NEW
GD
0.08%
COM
IWO
0.08%
RUS 2000 GRW ETF
PSX
0.08%
COM
VCIT
0.08%
INT-TERM CORP
IEFA
0.08%
CORE MSCI EAFE
EMR
0.07%
COM
BAX
0.07%
COM
AAL
0.07%
COM
F
0.07%
COM PAR $0.01
SCHB
0.07%
US BRD MKT ETF
MPC
0.07%
COM
VMC
0.07%
COM
GS
0.07%
COM
WM
0.07%
COM
SCHZ
0.07%
US AGGREGATE B
IYH
0.07%
US HLTHCARE ETF
EL
0.06%
CL A
DFS
0.06%
COM
TIP
0.06%
TIPS BD ETF
MCHP
0.06%
COM
SXT
0.06%
COM
AET
0.06%
COM
DVY
0.06%
SELECT DIVID ETF
SYY
0.06%
COM
ED
0.06%
COM
SO
0.06%
COM
CINF
0.06%
COM
MU
0.06%
COM
ES
0.06%
COM
TMK
0.06%
COM
DIA
0.05%
UT SER 1
IWV
0.05%
RUSSELL 3000 ETF
RDS/B
0.05%
SPON ADR B
EFA
0.05%
MSCI EAFE ETF
EXC
0.05%
COM
HBAN
0.05%
COM
LLL
0.05%
COM
PYPL
0.05%
COM
BX
0.05%
COM UNIT LTD
HSY
0.05%
COM
CB
0.05%
COM
MKC
0.05%
COM NON VTG
MCK
0.05%
COM
VYM
0.05%
HIGH DIV YLD
DTE
0.05%
COM
SCHG
0.04%
US LCAP GR ETF
HRS
0.04%
COM
TJX
0.04%
COM
ALL
0.04%
COM
ZTS
0.04%
CL A
KMI
0.04%
COM
HYMB
0.04%
NUV HGHYLD MUN
MAR
0.04%
CL A
NYCB
0.04%
COM
MDT
0.04%
SHS
VGIT
0.04%
INT-TERM GOV
SCHV
0.04%
US LCAP VA ETF
RDS/A
0.04%
SPONS ADR A
DGRO
0.04%
CORE DIV GRWTH
SAN
0.04%
ADR
ALOT
0.04%
COM
ETJ
0.04%
COM
YUMC
0.04%
COM
HCN
0.04%
COM
FUN
0.04%
DEPOSITRY UNIT
EQR
0.04%
SH BEN INT
K
0.04%
COM
ISRG
0.04%
COM NEW
LOW
0.04%
COM
CLF
0.04%
COM
EGOV
0.03%
COM
IAU
0.03%
ISHARES
VPV
0.02%
COM
JMF
0.02%
COM
MFA
0.02%
COM
INB
0.02%
COM
KGC
0.01%
COM NO PAR
IYE
0.28%
U.S. ENERGY ETF
TSC
0.21%
COM
QQQ
0.18%
UNIT SER 1
XLP
0.13%
SBI CONS STPLS
RSP
0.1%
GUG S&P500 EQ WT
TWX
0.08%
COM NEW
WBA
0.06%
COM
DEO
0.06%
SPON ADR NEW
BTI
0.06%
SPONSORED ADR
XLNX
0.06%
COM
IYR
0.06%
U.S. REAL ES ETF
WHR
0.05%
COM
UL
0.05%
SPON ADR NEW
QCOM
0.05%
COM
NVS
0.05%
SPONSORED ADR
TEL
0.05%
REG SHS
SRE
0.05%
COM
TSM
0.05%
SPONSORED ADR
VTR
0.05%
COM
EXG
0.04%
COM
MYJ
0.03%
COM
GPM
0.02%
COM