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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
33
2
3
2
3
0
18
4
0
GOLUB GROUP LLC

Time Period2018-03-31

Total Holdings77

Total Value ($x1000)1,082,378
Activities
New3

Increased41

Unchanged11

Decreased22

Sold Out7

Top 10 Stock Holdingstotal 47.24%
BRK.B6.98

FLS5.78

CSJ5.59

GOOGL4.84

AGN4.8

 
TIP4.68

MSFT3.78

BAC3.77

AGG3.61

NVS3.41

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
6.98%
CL B NEW
FLS
5.78%
COM
CSJ
5.59%
1-3 YR CR BD ETF
GOOGL
4.84%
CAP STK CL A
AGN
4.8%
SHS
TIP
4.68%
TIPS BD ETF
MSFT
3.78%
COM
BAC
3.77%
COM
AGG
3.61%
CORE TOTUSBD ETF
NVS
3.41%
SPONSORED ADR
V
3.4%
COM CL A
OI
3.39%
COM NEW
AAPL
3.23%
COM
GM
3.19%
COM
GWW
3.02%
COM
EXPE
2.81%
COM NEW
GE
2.76%
COM
MDT
2.74%
SHS
CTSH
2.73%
CL A
BK
2.7%
COM
LQD
2.65%
IBOXX INV CP ETF
C
2.62%
COM NEW
FISV
2.58%
COM
FB
2.38%
CL A
BKNG
2.05%
COM
DE
1.91%
COM
LH
1.79%
COM NEW
CFX
1.7%
COM
GOOG
0.19%
CAP STK CL C
CSCO
0.18%
COM
EXC
0.18%
COM
SYY
0.18%
COM
BXMT
0.17%
COM CL A
INTC
0.17%
COM
CVX
0.17%
COM
WFC/PL
0.17%
PERP PFD CNV A
JNJ
0.16%
COM
PG
0.16%
COM
EMR
0.15%
COM
T
0.15%
COM
HST
0.15%
COM
XOM
0.14%
COM
WFC
0.14%
COM
ED
0.14%
COM
IBM
0.14%
COM
CAT
0.14%
COM
BAX
0.14%
COM
MTB
0.14%
COM
MCD
0.13%
COM
VZ
0.13%
COM
PAYX
0.13%
COM
DWDP
0.12%
COM
KMB
0.12%
COM
UPS
0.12%
CL B
USB
0.11%
COM NEW
GSK
0.11%
SPONSORED ADR
ABC
0.11%
COM
MCK
0.1%
COM
UNP
0.07%
COM
UTX
0.06%
COM
EOG
0.06%
COM
PEP
0.06%
COM
CB
0.06%
COM
DEO
0.05%
SPON ADR NEW
FDX
0.05%
COM
TWX
0.04%
COM NEW
AMZN
0.04%
COM
ESS
0.04%
COM
AIG
0.03%
COM NEW
KO
0.03%
COM
SO
0.03%
COM
QCOM
0.03%
COM
BOH
0.02%
COM
DIS
0.02%
COM DISNEY
HD
0.02%
COM
IVV
0.02%
CORE S&P500 ETF
LOW
0.02%
COM
CMG
2.58%
COM
MDLZ
2.54%
CL A
PCLN
1.65%
COM NEW
MMM
0.02%
COM
SLB
0.02%
COM
EPD
0.02%
COM
RDS/A
0.02%
SPONS ADR A