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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
40
6
6
1
4
0
25
5
6
INVERNESS COUNSEL LLC NY

Time Period2018-06-30

Total Holdings133

Total Value ($x1000)1,758,761
Activities
New12

Increased41

Unchanged25

Decreased55

Sold Out25

Top 10 Stock Holdingstotal 41.97%
ROP12.23

CSL5.13

MSFT3.95

DOV3.52

ADBE3.36

 
UNH3.11

UNP2.74

AMZN2.68

GOOGL2.66

ZTS2.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ROP
12.23%
COM
CSL
5.13%
COM
MSFT
3.95%
COM
DOV
3.52%
COM
ADBE
3.36%
COM
UNH
3.11%
COM
UNP
2.74%
COM
AMZN
2.68%
COM
GOOGL
2.66%
CAP STK CL A
ZTS
2.59%
CL A
JPM
2.58%
COM
CAVM
2.47%
COM
TFX
2.35%
COM
FB
2.35%
CL A
AAPL
2.33%
COM
DHR
2.33%
COM
FTV
2.31%
COM
CE
2.3%
COM SER A
RDS/B
2.26%
SPON ADR B
ATVI
2.17%
COM
HD
2.17%
COM
PNC
2.07%
COM
PGR
1.94%
COM
STI
1.93%
COM
WAL
1.84%
COM
SCHW
1.81%
COM
PYPL
1.8%
COM
EOG
1.72%
COM
NOW
1.49%
COM
PEP
1.35%
COM
IAC
1.21%
COM PAR $.001
VRTX
1.15%
COM
APY
0.97%
COM
FCX
0.95%
COM
MCD
0.78%
COM
XEL
0.76%
COM
CHD
0.67%
COM
USB
0.67%
COM NEW
DIS
0.67%
COM DISNEY
PG
0.66%
COM
GOOG
0.57%
CAP STK CL C
XOM
0.51%
COM
IDXX
0.43%
COM
AMAT
0.4%
COM
JNJ
0.34%
COM
COP
0.28%
COM
CBS
0.26%
CL B
NTES
0.24%
SPONSORED ADR
KO
0.24%
COM
CTAS
0.24%
COM
NICE
0.23%
SPONSORED ADR
BIDU
0.22%
SPON ADR REP A
AET
0.21%
COM
CVX
0.2%
COM
RTN
0.17%
COM NEW
DFS
0.16%
COM
ADP
0.16%
COM
MMM
0.14%
COM
PAA
0.13%
UNIT LTD PARTN
DIA
0.12%
PRN
KN
0.12%
COM
VZ
0.12%
COM
MRK
0.11%
COM
CERN
0.11%
COM
WMT
0.09%
COM
QQQ
0.09%
PRN
DAL
0.09%
COM NEW
PFE
0.09%
COM
PSCT
0.08%
PRN
UTX
0.08%
COM
DLX
0.08%
COM
BRK.B
0.08%
CL B NEW
SPY
0.08%
PRN
WTR
0.08%
COM
ES
0.07%
COM
ITOT
0.07%
PRN
TJX
0.06%
COM
SSO
0.06%
PRN
VEA
0.06%
PRN
T
0.05%
COM
CDK
0.05%
COM
VOO
0.05%
PRN
EFA
0.04%
PRN
IBM
0.04%
COM
COST
0.04%
COM
BMY
0.04%
COM
KHC
0.04%
COM
SLB
0.04%
COM
GLD
0.04%
PRN
CVS
0.03%
COM
TMUS
0.03%
COM
INTC
0.03%
COM
MRVL
0.03%
ORD
SUI
0.03%
COM
CEF
0.03%
UNIT
MO
0.03%
COM
COTY
0.03%
COM CL A
HUBS
0.02%
COM
VXF
0.02%
PRN
NEM
0.02%
COM
GDX
0.02%
PRN
REGI
0.02%
COM NEW
NEE
0.02%
COM
VWO
0.02%
PRN
GE
0.02%
COM
LAMR
0.02%
CL A
PSCH
0.02%
PRN
IAU
0.02%
PRN
CMCSA
0.02%
CL A
IWR
0.02%
PRN
BRK.A
0.02%
CL A
EBIX
0.02%
COM NEW
COT
0.02%
COM
XEC
0.01%
COM
HES
0.01%
COM
DRI
0.01%
COM
TSLA
0.01%
COM
GDXJ
0.01%
PRN
NVDA
0.01%
COM
IWF
0.01%
PRN
CSCO
0.01%
COM
ITW
0.01%
COM
ECL
0.01%
COM
PGC
0.01%
COM
LLY
0.01%
COM
FNKO
0.01%
CL A
PLAYERS ...
0.01%
COM
ESXB
0.01%
COM
PROTALEX...
< 0.01%
COM
KGC
< 0.01%
COM NO PAR
ABTECH H...
< 0.01%
COM
CYTODYN ...
< 0.01%
COM
ZINC ONE...
< 0.01%
COM
IR
1.47%
SHS
GLW
0.64%
COM
AVGO
0.36%
SHS
CB
0.15%
COM
WFC
0.14%
COM
AIG
0.12%
COM NEW
QQQ
0.09%
PRN
TWX
0.09%
COM NEW
NUE
0.08%
COM
XLF
0.04%
PRN
DWDP
0.04%
COM
IWB
0.02%
PRN
DXJ
0.02%
PRN
IJH
0.02%
PRN
CHTR
0.02%
CL A
PM
0.02%
COM
THO
0.01%
COM
CELG
0.01%
COM
EWG
0.01%
PRN
VB
0.01%
PRN
IWD
0.01%
PRN
SO
0.01%
COM
EEM
0.01%
PRN
ABBV
0.01%
COM
PSCF
0.01%
PRN