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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
34
2
2
1
3
0
21
3
0
GOLUB GROUP LLC

Time Period2019-03-31

Total Holdings82

Total Value ($x1000)1,152,330
Activities
New12

Increased39

Unchanged12

Decreased19

Sold Out7

Top 10 Stock Holdingstotal 45.55%
BRK.B6.2

CSJ5.61

FLS4.5

TIP4.43

FB4.34

 
AGN4.32

AAPL4.06

LH4.05

MSFT4.04

CTSH4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
6.2%
CL B NEW
CSJ
5.61%
1-3 YR CR BD ETF
FLS
4.5%
COM
TIP
4.43%
TIPS BD ETF
FB
4.34%
CL A
AGN
4.32%
SHS
AAPL
4.06%
COM
LH
4.05%
COM NEW
MSFT
4.04%
COM
CTSH
4%
CL A
V
3.9%
COM CL A
GOOGL
3.7%
CAP STK CL A
OI
3.54%
COM NEW
AGG
3.5%
CORE TOTUSBD ETF
DIS
2.97%
COM DISNEY
MDT
2.75%
SHS
BK
2.73%
COM
FISV
2.72%
COM
EXPE
2.71%
COM NEW
LQD
2.7%
IBOXX INV CP ETF
BKNG
2.41%
COM
C
2.29%
COM NEW
GE
2.26%
COM
NVS
1.93%
SPONSORED ADR
DE
1.87%
COM
MA
1.78%
CL A
WFC
1.66%
COM
BAC
1.6%
COM
GWW
1.52%
COM
EXC
0.26%
COM
JNJ
0.24%
COM
WFC/PL
0.23%
PERP PFD CNV A
SYY
0.22%
COM
CVX
0.22%
COM
PG
0.22%
COM
CSCO
0.22%
COM
BAX
0.2%
COM
INTC
0.2%
COM
ED
0.19%
COM
VZ
0.19%
COM
PAYX
0.19%
COM
XOM
0.19%
COM
MCD
0.19%
COM
BLK
0.18%
COM
EMR
0.18%
COM
T
0.17%
COM
KMB
0.17%
COM
IBM
0.17%
COM
GSK
0.17%
SPONSORED ADR
CAT
0.15%
COM
UPS
0.15%
CL B
MTB
0.14%
COM
USB
0.14%
COM NEW
DWDP
0.13%
COM
ABC
0.13%
COM
MCK
0.12%
COM
UNP
0.08%
COM
GOOG
0.07%
CAP STK CL C
AMZN
0.07%
COM
UTX
0.06%
COM
DEO
0.06%
SPON ADR NEW
CB
0.05%
COM
ESS
0.05%
COM
EOG
0.05%
COM
PEP
0.05%
COM
SRE
0.04%
COM
SO
0.03%
COM
KO
0.03%
COM
QCOM
0.03%
COM
HD
0.03%
COM
LOW
0.02%
COM
EPD
0.02%
COM
IVV
0.02%
CORE S&P500 ETF
BOH
0.02%
COM
SCHG
0.02%
US LCAP GR ETF
BA
0.02%
COM
VTR
0.02%
COM
EQR
0.02%
SH BEN INT
JPM
0.02%
COM
FNDF
0.02%
SCHWB FDT INT LG
VOE
0.02%
MCAP VL IDXVIP
GM
0.02%
COM
BXMT
0.22%
COM CL A
ADBE
0.08%
COM
VCSH
0.05%
SHRT TRM CORP BD
SCHX
0.04%
US LRG CAP ETF
SPY
0.04%
TR UNIT
BKLN
0.03%
SR LN ETF
SCHA
0.02%
US SML CAP ETF