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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
80
14
5
3
6
0
55
11
4
GIRARD PARTNERS LTD

Time Period2017-12-31

Total Holdings280

Total Value ($x1000)521,721
Activities
New32

Increased94

Unchanged20

Decreased134

Sold Out10

Top 10 Stock Holdingstotal 22.01%
AAPL4.81

JNJ2.2

BLK2.14

V2.04

MSFT2.04

 
HD1.92

INTC1.75

LAG1.74

MO1.72

VTV1.65

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.81%
COM
JNJ
2.2%
COM
BLK
2.14%
COM
V
2.04%
COM CL A
MSFT
2.04%
COM
HD
1.92%
COM
INTC
1.75%
COM
LAG
1.74%
BRCLYS AGG ETF
MO
1.72%
COM
VTV
1.65%
VALUE ETF
DIS
1.57%
COM DISNEY
UNP
1.54%
COM
XOM
1.48%
COM
UNH
1.47%
COM
AMGN
1.43%
COM
JPM
1.42%
COM
BA
1.36%
COM
CSCO
1.33%
COM
BNDX
1.28%
INTL BD IDX ETF
VZ
1.27%
COM
HON
1.24%
COM
VBR
1.23%
SM CP VAL ETF
VFC
1.21%
COM
AMZN
1.21%
COM
ABT
1.16%
COM
TRV
1.12%
COM
MRK
1.11%
COM
GOOGL
1.06%
CAP STK CL A
LMT
1.06%
COM
SPYG
0.99%
S&P 500 GROWTH
T
0.98%
COM
MCD
0.91%
COM
BIV
0.89%
INTERMED TERM
FB
0.89%
CL A
VCSH
0.83%
SHRT TRM CORP BD
WFC
0.81%
COM
VNQ
0.81%
REIT ETF
VOE
0.8%
MCAP VL IDXVIP
GIS
0.77%
COM
MMC
0.76%
COM
JNK
0.75%
BRC HGH YLD BD
PM
0.74%
COM
PEP
0.72%
COM
SBUX
0.72%
COM
TMO
0.72%
COM
PFE
0.72%
COM
CVX
0.68%
COM
AGG
0.67%
CORE TOTUSBD ETF
SLB
0.67%
COM
ECL
0.66%
COM
PG
0.65%
COM
PPG
0.64%
COM
GPC
0.63%
COM
GOOG
0.59%
CAP STK CL C
UPS
0.59%
CL B
CVS
0.58%
COM
BRK.B
0.53%
CL B NEW
IJH
0.52%
CORE S&P MCP ETF
SYK
0.51%
COM
UTX
0.51%
COM
STZ
0.51%
CL A
VUG
0.49%
GROWTH ETF
MMM
0.48%
COM
NEE
0.48%
COM
AMT
0.47%
COM
DWDP
0.47%
COM
WEC
0.44%
COM
EFG
0.43%
EAFE GRWTH ETF
PX
0.42%
COM
MA
0.41%
CL A
EFV
0.41%
EAFE VALUE ETF
CL
0.41%
COM
SPY
0.41%
TR UNIT
PCLN
0.39%
COM NEW
IYE
0.37%
U.S. ENERGY ETF
D
0.36%
COM
VV
0.36%
LARGE CAP ETF
VOO
0.36%
SHS
GMM
0.36%
EMERG MKTS ETF
VWO
0.35%
FTSE EMR MKT ETF
BMY
0.34%
COM
VEA
0.33%
FTSE DEV MKT ETF
NKE
0.33%
CL B
IVV
0.33%
CORE S&P500 ETF
VO
0.32%
MID CAP ETF
KMB
0.32%
COM
IYH
0.32%
US HLTHCARE ETF
MDYG
0.32%
S&P 400 MDCP GRW
ADS
0.31%
COM
CAH
0.3%
COM
GILD
0.3%
COM
WMT
0.29%
COM
CMCSA
0.27%
CL A
RTN
0.27%
COM NEW
KO
0.27%
COM
USB
0.26%
COM NEW
DHR
0.26%
COM
CELG
0.26%
COM
ABBV
0.26%
COM
DWM
0.25%
DEFA FD
MUB
0.25%
NAT AMT FREE BD
O
0.25%
COM
PSA
0.23%
COM
ADP
0.23%
COM
BAC
0.23%
COM
IWP
0.23%
RUS MD CP GR ETF
VLO
0.23%
COM
VTI
0.23%
TOTAL STK MKT
FTV
0.22%
COM
CTSH
0.22%
CL A
GE
0.22%
COM
IWS
0.21%
RUS MDCP VAL ETF
CAT
0.2%
COM
FAST
0.19%
COM
CLX
0.19%
COM
HYD
0.17%
HIGH YLD MUN ETF
HRL
0.17%
COM
SLYG
0.17%
S&P 600 SMCP GRW
XLY
0.17%
SBI CONS DISCR
DUK
0.17%
COM NEW
PPL
0.17%
COM
COST
0.17%
COM
QQQ
0.16%
UNIT SER 1
MDLZ
0.16%
CL A
VB
0.16%
SMALL CP ETF
VGSH
0.16%
SHTRM GVT BD ETF
BND
0.16%
TOTAL BND MRKT
FDX
0.16%
COM
ABC
0.16%
COM
CMI
0.16%
COM
IWF
0.16%
RUS 1000 GRW ETF
TSC
0.16%
COM
ORLY
0.16%
COM
PEG
0.15%
COM
SLYV
0.15%
S&P 600 SMCP VAL
HAS
0.15%
COM
EQIX
0.15%
COM PAR $0.001
XLP
0.15%
SBI CONS STPLS
IWD
0.15%
RUS 1000 VAL ETF
KHC
0.15%
COM
WTR
0.15%
COM
MTB
0.15%
COM
IJR
0.15%
CORE S&P SCP ETF
EPD
0.14%
COM
UVSP
0.14%
COM
PFF
0.14%
U.S. PFD STK ETF
PFG
0.14%
COM
LLY
0.13%
COM
SWKS
0.13%
COM
NFLX
0.12%
COM
NOC
0.12%
COM
IWO
0.12%
RUS 2000 GRW ETF
NVDA
0.12%
COM
APD
0.12%
COM
BRK.A
0.11%
CL A
DE
0.11%
COM
FIS
0.11%
COM
IBM
0.11%
COM
NSC
0.11%
COM
BDX
0.11%
COM
IVW
0.1%
S&P 500 GRWT ETF
ORCL
0.1%
COM
PNC
0.1%
COM
RSP
0.1%
GUG S&P500 EQ WT
AFL
0.1%
COM
VIG
0.09%
DIV APP ETF
YUM
0.09%
COM
GD
0.09%
COM
TSLA
0.09%
COM
HSY
0.09%
COM
TROW
0.09%
COM
ED
0.09%
COM
WM
0.09%
COM
SH
0.09%
SHORT S&P 500 NE
BSV
0.09%
SHORT TRM BOND
BAX
0.09%
COM
TD
0.09%
COM NEW
CZA
0.09%
GUG MIDCAP CORE
DFS
0.09%
COM
MCK
0.09%
COM
JCI
0.09%
SHS
AAL
0.09%
COM
PDCE
0.08%
COM
CME
0.08%
COM
PBA
0.08%
COM
IEFA
0.08%
CORE MSCI EAFE
VCIT
0.08%
INT-TERM CORP
EMR
0.08%
COM
F
0.08%
COM PAR $0.01
SHM
0.08%
NUVN BR SHT MUNI
NYCB
0.08%
COM
BTI
0.07%
SPONSORED ADR
HSIC
0.07%
COM
EXC
0.07%
COM
BP
0.07%
SPONSORED ADR
IYR
0.07%
U.S. REAL ES ETF
SCHB
0.07%
US BRD MKT ETF
CB
0.07%
COM
IYJ
0.07%
U.S. INDS ETF
GS
0.07%
COM
MPC
0.07%
COM
EL
0.07%
CL A
COP
0.07%
COM
C
0.07%
COM NEW
SCHZ
0.07%
US AGGREGATE B
TJX
0.07%
COM
TMK
0.07%
COM
ES
0.06%
COM
CINF
0.06%
COM
PSX
0.06%
COM
FUN
0.06%
DEPOSITRY UNIT
MCHP
0.06%
COM
WBA
0.06%
COM
DTE
0.06%
COM
HTA
0.06%
CL A NEW
HBAN
0.06%
COM
SO
0.06%
COM
KMI
0.06%
COM
DEO
0.06%
SPON ADR NEW
TWX
0.06%
COM NEW
DIA
0.06%
UT SER 1
SNY
0.06%
SPONSORED ADR
TIP
0.05%
TIPS BD ETF
HCN
0.05%
COM
VYM
0.05%
HIGH DIV YLD
WHR
0.05%
COM
MKC
0.05%
COM NON VTG
ALL
0.05%
COM
IWV
0.05%
RUSSELL 3000 ETF
BIIB
0.05%
COM
AET
0.05%
COM
EFA
0.05%
MSCI EAFE ETF
ETJ
0.05%
COM
BPL
0.05%
UNIT LTD PARTN
SCHV
0.05%
US LCAP VA ETF
VTR
0.05%
COM
XLNX
0.05%
COM
SYY
0.05%
COM
VGIT
0.05%
INT-TERM GOV
BWA
0.05%
COM
UL
0.04%
SPON ADR NEW
QCOM
0.04%
COM
NVS
0.04%
SPONSORED ADR
YUMC
0.04%
COM
MYJ
0.04%
COM
TEL
0.04%
REG SHS
SCHG
0.04%
US LCAP GR ETF
DGRO
0.04%
CORE DIV GRWTH
DVY
0.04%
SELECT DIVID ETF
MAR
0.04%
CL A
WPC
0.04%
COM
OXY
0.04%
COM
AEP
0.04%
COM
MS
0.04%
COM NEW
MDT
0.04%
SHS
HPT
0.04%
COM SH BEN INT
MMP
0.04%
COM UNIT RP LP
BX
0.04%
COM UNIT LTD
WY
0.04%
COM
MU
0.04%
COM
TSM
0.04%
SPONSORED ADR
RDS/A
0.04%
SPONS ADR A
EQR
0.04%
SH BEN INT
BK
0.04%
COM
SRE
0.04%
COM
PFM
0.04%
DIV ACHV PRTF
RPAI
0.04%
CL A
EGOV
0.04%
COM
EXG
0.03%
COM
ATAX
0.03%
BEN UNIT CTF
ALOT
0.03%
COM
CLF
0.03%
COM
FRBA
0.03%
COM
IAU
0.03%
ISHARES
IGA
0.03%
COM
GPM
0.02%
COM
JMF
0.02%
COM
MFA
0.02%
COM
INB
0.02%
COM
IHD
0.02%
COM
EIX
0.27%
COM
LB
0.09%
COM
AGN
0.08%
SHS
ESRX
0.05%
COM
WIRE
0.05%
COM
REGN
0.04%
COM
ITW
0.04%
COM
AIG
0.04%
COM NEW
PHK
0.03%
COM SHS
KGC
0.01%
COM NO PAR