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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
136
73
36
6
39
5
104
89
29
KAIZEN ADVISORY LLC

Time Period2018-09-30

Total Holdings569

Total Value ($x1000)191,591
Activities
New53

Increased27

Unchanged450

Decreased39

Sold Out64

Top 10 Stock Holdingstotal 24.17%
SPY15.52

AAPL1.95

MSFT1.11

AMZN1.02

MA0.85

 
NVDA0.84

ADBE0.76

CMCSA0.73

BKNG0.7

VEEV0.69

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
15.52%
TR UNIT
AAPL
1.95%
COM
MSFT
1.11%
COM
AMZN
1.02%
COM
MA
0.85%
CL A
NVDA
0.84%
COM
ADBE
0.76%
COM
CMCSA
0.73%
CL A
BKNG
0.7%
COM
VEEV
0.69%
CL A COM
COST
0.68%
COM
TXN
0.66%
COM
INTU
0.66%
COM
CXO
0.63%
COM
TSCO
0.62%
COM
NSC
0.61%
COM
VLO
0.61%
COM
FWRD
0.6%
COM
HEI/A
0.6%
CL A
EGN
0.6%
COM
ZMH
0.6%
COM
SUPN
0.6%
COM
JKHY
0.59%
COM
FTV
0.59%
COM
PNC
0.58%
COM
AFL
0.58%
COM
MASI
0.58%
COM
LBRT
0.58%
CL A
MTDR
0.58%
COM
TSS
0.58%
COM
SCHN
0.57%
CL A
WM
0.57%
COM
PAYX
0.57%
COM
FMC
0.57%
COM NEW
FCX
0.56%
COM
HII
0.56%
COM
NKTR
0.56%
COM
LMAT
0.56%
COM
FII
0.56%
CL B
IPG
0.56%
COM
GBX
0.55%
COM
STLD
0.55%
COM
NMIH
0.55%
CL A
GNRC
0.55%
COM
ADS
0.54%
COM
AXL
0.54%
COM
FIX
0.54%
COM
FAST
0.54%
COM
YUMC
0.54%
COM
APAM
0.54%
CL A
PKG
0.54%
COM
WDFC
0.54%
COM
WIRE
0.54%
COM
MMS
0.53%
COM
BAH
0.53%
CL A
IP
0.53%
COM
LH
0.53%
COM NEW
MANT
0.53%
CL A
HXL
0.53%
COM
IEX
0.53%
COM
CE
0.52%
COM SER A
BRK.B
0.52%
CL B NEW
CSGP
0.52%
COM
KEY
0.52%
COM
BOKF
0.52%
COM NEW
CATY
0.52%
COM
TVTY
0.52%
COM
GWB
0.52%
COM
DLX
0.52%
COM
NTB
0.52%
SHS NEW
PATK
0.51%
COM
HBAN
0.51%
COM
VSM
0.51%
COM
WBC
0.51%
COM
ASBC
0.51%
COM
KAR
0.51%
COM
NBTB
0.51%
COM
NTRI
0.51%
COM
WSFS
0.51%
COM
BXS
0.51%
COM
HLNE
0.5%
CL A
CMA
0.5%
COM
NVR
0.5%
COM
TSC
0.5%
COM
SHOO
0.5%
COM
SNDR
0.5%
CL B
PBCT
0.5%
COM
TCP
0.5%
UT COM LTD PRT
MTN
0.5%
COM
JPM
0.49%
COM
PNFP
0.49%
COM
CADE
0.49%
CL A
CC
0.49%
COM
SHLX
0.49%
UNIT LTD INT
FB
0.49%
CL A
MKSI
0.48%
COM
SFBS
0.48%
COM
SYX
0.48%
COM
MONEY MA...
0.48%
COMMON
AMTD
0.48%
COM
RNST
0.47%
COM
GOOG
0.47%
CAP STK CL C
GOOGL
0.47%
CAP STK CL A
EGOV
0.47%
COM
ATHN
0.46%
COM
NEOG
0.46%
COM
JNJ
0.45%
COM
STCK
0.44%
COM
XOM
0.44%
COM
BLD
0.41%
COM
WLH
0.41%
CL A NEW
BAC
0.36%
COM
V
0.34%
COM CL A
UNH
0.32%
COM
PFE
0.32%
COM
T
0.3%
COM
HD
0.3%
COM
INTC
0.29%
COM
CSCO
0.29%
COM
WFC
0.29%
COM
CVX
0.29%
COM
BA
0.27%
COM
VZ
0.26%
COM
PG
0.25%
COM
MRK
0.24%
COM
C
0.23%
COM NEW
DIS
0.22%
COM DISNEY
KO
0.22%
COM
ORCL
0.2%
COM
NFLX
0.2%
COM
PEP
0.19%
COM
DWDP
0.19%
COM
ABBV
0.19%
COM
MCD
0.17%
COM
AMGN
0.17%
COM
MDT
0.17%
SHS
IBM
0.17%
COM
ABT
0.16%
COM
UNP
0.16%
COM
HON
0.16%
COM
WMT
0.16%
COM
MMM
0.16%
COM
PM
0.16%
COM
CRM
0.15%
COM
NKE
0.14%
CL B
MO
0.14%
COM
QCOM
0.14%
COM
ACN
0.14%
SHS CLASS A
AVGO
0.13%
COM
UTX
0.13%
COM
PYPL
0.13%
COM
LLY
0.13%
COM
TMO
0.12%
COM
CAT
0.12%
COM
GILD
0.12%
COM
BMY
0.12%
COM
LOW
0.12%
COM
GE
0.12%
COM
LMT
0.11%
COM
SBUX
0.11%
COM
COP
0.11%
COM
UPS
0.11%
CL B
USB
0.1%
COM NEW
SLB
0.1%
COM
GS
0.1%
COM
AXP
0.1%
COM
CVS
0.09%
COM
NEE
0.09%
COM
BIIB
0.09%
COM
TJX
0.09%
COM
EOG
0.09%
COM
ANTM
0.09%
COM
ADP
0.09%
COM
CSX
0.08%
COM
ISRG
0.08%
COM NEW
DHR
0.08%
COM
BDX
0.08%
COM
MS
0.08%
COM NEW
AGN
0.08%
SHS
FDX
0.08%
COM
ATVI
0.08%
COM
AET
0.08%
COM
CB
0.08%
COM
RTN
0.08%
COM NEW
OXY
0.08%
COM
CELG
0.08%
COM
SCHW
0.08%
COM
AMT
0.08%
COM
MDLZ
0.08%
CL A
BLK
0.08%
COM
CHTR
0.07%
CL A
GD
0.07%
COM
WBA
0.07%
COM
CME
0.07%
COM
MU
0.07%
COM
NOC
0.07%
COM
ILMN
0.07%
COM
SYK
0.07%
COM
CL
0.07%
COM
BK
0.07%
COM
ESRX
0.07%
COM
BSX
0.07%
COM
SPG
0.07%
COM
DUK
0.06%
COM NEW
DE
0.06%
COM
CI
0.06%
COM
MET
0.06%
COM
SPGI
0.06%
COM
EMR
0.06%
COM
AIG
0.06%
COM NEW
VRTX
0.06%
COM
COF
0.06%
COM
PSX
0.06%
COM
HUM
0.06%
COM
GM
0.06%
COM
CTSH
0.06%
CL A
PX
0.06%
COM
ZTS
0.06%
CL A
TGT
0.06%
COM
HPQ
0.06%
COM
FOXA
0.06%
CL A
ITW
0.06%
COM
CCI
0.05%
COM
D
0.05%
COM
MAR
0.05%
CL A
MMC
0.05%
COM
ICE
0.05%
COM
PRU
0.05%
COM
ECL
0.05%
COM
SO
0.05%
COM
PGR
0.05%
COM
AMAT
0.05%
COM
EXC
0.05%
COM
DAL
0.05%
COM NEW
MPC
0.05%
COM
HCA
0.05%
COM
ETN
0.05%
SHS
AON
0.05%
SHS CL A
BAX
0.05%
COM
EW
0.05%
COM
EA
0.05%
COM
KMB
0.05%
COM
ROST
0.05%
COM
BBT
0.05%
COM
APD
0.05%
COM
F
0.05%
COM PAR $0.01
ADSK
0.05%
COM
STZ
0.05%
CL A
TRV
0.05%
COM
PLD
0.05%
COM
SHW
0.05%
COM
FIS
0.05%
COM
ALL
0.04%
COM
ADI
0.04%
COM
SYY
0.04%
COM
EL
0.04%
CL A
HAL
0.04%
COM
LUV
0.04%
COM
LYB
0.04%
SHS - A -
FISV
0.04%
COM
JCI
0.04%
SHS
TEL
0.04%
REG SHS
STI
0.04%
COM
AEP
0.04%
COM
KMI
0.04%
COM
VFC
0.04%
COM
EBAY
0.04%
COM
APC
0.04%
COM
RHT
0.04%
COM
STT
0.04%
COM
KHC
0.04%
COM
ROP
0.04%
COM
EQIX
0.04%
COM PAR $0.001
APH
0.04%
CL A
CNC
0.04%
COM
ORLY
0.04%
COM
GLW
0.04%
COM
SRE
0.04%
COM
YUM
0.04%
COM
ALGN
0.04%
COM
ALXN
0.04%
COM
PSA
0.04%
COM
DG
0.04%
COM
AMD
0.04%
COM
TROW
0.04%
COM
REGN
0.03%
COM
CCL
0.03%
PAIRED CTF
DXC
0.03%
COM
ADM
0.03%
COM
MCO
0.03%
COM
DFS
0.03%
COM
PH
0.03%
COM
MCK
0.03%
COM
OKE
0.03%
COM
PXD
0.03%
COM
IR
0.03%
SHS
PPG
0.03%
COM
HPE
0.03%
COM
APTV
0.03%
SHS
PEG
0.03%
COM
MTB
0.03%
COM
WY
0.03%
COM
AVB
0.03%
COM
EQR
0.03%
SH BEN INT
LRCX
0.03%
COM
A
0.03%
COM
COL
0.03%
COM
GIS
0.03%
COM
MNST
0.03%
COM
HLT
0.03%
WHEN ISSUED
SYF
0.03%
COM
ROK
0.03%
COM
NTAP
0.03%
COM
WMB
0.03%
COM
RCL
0.03%
COM
XLNX
0.03%
COM
PCAR
0.03%
COM
NTRS
0.03%
COM
CMI
0.03%
COM
HCN
0.03%
COM
SWK
0.03%
COM
PCG
0.03%
COM
ED
0.03%
COM
AMP
0.03%
COM
XEL
0.03%
COM
ANDV
0.03%
COM
IDXX
0.03%
COM
GPN
0.03%
COM
HRS
0.03%
COM
RF
0.03%
COM
DLR
0.03%
COM
AZO
0.03%
COM
NUE
0.03%
COM
CTL
0.03%
COM
MSI
0.03%
COM NEW
UAL
0.03%
COM
KR
0.03%
COM
CERN
0.03%
COM
DLTR
0.03%
COM
CFG
0.03%
COM
EIX
0.03%
COM
FITB
0.03%
COM
MCHP
0.03%
COM
AAL
0.03%
COM
ABMD
0.03%
COM
WLTW
0.02%
SHS
BBY
0.02%
COM
TWTR
0.02%
COM
WEC
0.02%
COM
DVN
0.02%
COM
INFO
0.02%
SHS
CBS
0.02%
CL B
CLX
0.02%
COM
PPL
0.02%
COM
GWW
0.02%
COM
BXP
0.02%
COM
VRSK
0.02%
CL A
HIG
0.02%
COM
SBAC
0.02%
CL A
IQV
0.02%
COM
TDG
0.02%
COM
MYL
0.02%
SHS EURO
LLL
0.02%
COM
MRO
0.02%
COM
AME
0.02%
COM
TSN
0.02%
CL A
VTR
0.02%
COM
TXT
0.02%
COM
SIVB
0.02%
COM
SWKS
0.02%
COM
WDC
0.02%
COM
FOX
0.02%
CL B
CTAS
0.02%
COM
MSCI
0.02%
COM
HES
0.02%
COM
DTE
0.02%
COM
NEM
0.02%
COM
RSG
0.02%
COM
ES
0.02%
COM
ESS
0.02%
COM
APA
0.02%
COM
ULTA
0.02%
COM
CAH
0.02%
COM
FE
0.02%
COM
TTWO
0.02%
COM
NOV
0.02%
COM
SNPS
0.02%
COM
VRSN
0.02%
COM
KLAC
0.02%
COM
K
0.02%
COM
BR
0.02%
COM
WAT
0.02%
COM
HST
0.02%
COM
MGM
0.02%
COM
RMD
0.02%
COM
PFG
0.02%
COM
URI
0.02%
COM
EMN
0.02%
COM
GPC
0.02%
COM
TPR
0.02%
COM
EXPE
0.02%
COM NEW
LNC
0.02%
COM
CTXS
0.02%
COM
ANSS
0.02%
COM
MTD
0.02%
COM
MKC
0.02%
COM NON VTG
OMC
0.02%
COM
O
0.02%
COM
CF
0.02%
COM
EFX
0.02%
COM
HFC
0.02%
COM
AEE
0.02%
COM
BF/B
0.02%
CL B
BLL
0.02%
COM
DHI
0.02%
COM
CA
0.02%
COM
L
0.02%
COM
SYMC
0.02%
COM
ABC
0.02%
COM
AWK
0.02%
COM
VMC
0.02%
COM
ARE
0.02%
COM
EXPD
0.02%
COM
DOV
0.02%
COM
IT
0.02%
COM
NBL
0.02%
COM
XYL
0.02%
COM
TIF
0.02%
COM
EVRG
0.02%
COM
DGX
0.02%
COM
ETR
0.02%
COM
STX
0.02%
SHS
AKAM
0.02%
COM
ETFC
0.02%
COM NEW
FFIV
0.02%
COM
BHGE
0.02%
CL A
NCLH
0.02%
SHS
COO
0.02%
COM NEW
CHD
0.02%
COM
CAG
0.02%
COM
HSIC
0.02%
COM
AJG
0.02%
COM
FTI
0.02%
COM
CHRW
0.02%
COM NEW
WRK
0.02%
COM
CBG
0.02%
CL A
HSY
0.02%
COM
PKI
0.02%
COM
LEN
0.02%
CL A
KSU
0.02%
COM NEW
CDNS
0.02%
COM
DRI
0.02%
COM
INCY
0.02%
COM
CMS
0.02%
COM
HOLX
0.02%
COM
HCP
0.02%
COM
KSS
0.01%
COM
AAP
0.01%
COM
CNP
0.01%
COM
RJF
0.01%
COM
MLM
0.01%
COM
VNO
0.01%
SH BEN INT
CMG
0.01%
COM
MHK
0.01%
COM
MAA
0.01%
COM
KMX
0.01%
COM
NRG
0.01%
COM NEW
MAS
0.01%
COM
COG
0.01%
COM
QRVO
0.01%
COM
VAR
0.01%
COM
JBHT
0.01%
COM
EQT
0.01%
COM
PVH
0.01%
COM
WYNN
0.01%
COM
CBOE
0.01%
COM
BEN
0.01%
COM
HAS
0.01%
COM
SJM
0.01%
COM NEW
ZION
0.01%
COM
CINF
0.01%
COM
MOS
0.01%
COM
NDAQ
0.01%
COM
UHS
0.01%
CL B
VIAB
0.01%
CL B
IFF
0.01%
COM
JNPR
0.01%
COM
SNA
0.01%
COM
M
0.01%
COM
DISCK
0.01%
COM SER C
TAP
0.01%
CL B
RHI
0.01%
COM
AVY
0.01%
COM
HRL
0.01%
COM
TMK
0.01%
COM
IVZ
0.01%
SHS
EXR
0.01%
COM
UNM
0.01%
COM
ALB
0.01%
COM
UDR
0.01%
COM
REG
0.01%
COM
KORS
0.01%
SHS
AES
0.01%
COM
FRT
0.01%
SH BEN INT NEW
DRE
0.01%
COM NEW
LNT
0.01%
COM
SLG
0.01%
COM
IRM
0.01%
COM
LKQ
0.01%
COM
NWL
0.01%
COM
PNW
0.01%
COM
ARNC
0.01%
COM
DVA
0.01%
COM
FBHS
0.01%
COM
RE
0.01%
COM
WU
0.01%
COM
BWA
0.01%
COM
XEC
0.01%
COM
PRGO
0.01%
SHS
AOS
0.01%
COM
NLSN
0.01%
SHS EUR
JEC
0.01%
COM
FLR
0.01%
COM
AMG
0.01%
COM
FLIR
0.01%
COM
GRMN
0.01%
SHS
ALK
0.01%
COM
XRAY
0.01%
COM
ALLE
0.01%
ORD SHS
JWN
0.01%
COM
RL
0.01%
CL A
AIV
0.01%
CL A
WHR
0.01%
COM
DISH
0.01%
CL A
HP
0.01%
COM
HOG
0.01%
COM
LB
0.01%
COM
PNR
0.01%
SHS
KIM
0.01%
COM
IPGP
0.01%
COM
JEF
0.01%
COM
MAC
0.01%
COM
SEE
0.01%
COM
FL
0.01%
COM
NI
0.01%
COM
MAT
0.01%
COM
GT
0.01%
COM
PHM
0.01%
COM
COTY
0.01%
COM CL A
CPB
0.01%
COM
FLS
0.01%
COM
TRIP
0.01%
COM
GPS
0.01%
COM
HBI
0.01%
COM
NWSA
0.01%
CL A
HRB
0.01%
COM
DISCA
0.01%
COM SER A
AIZ
0.01%
COM
EVHC
0.01%
COM
XRX
0.01%
COM NEW
SCG
0.01%
COM
BHF
0.01%
COM
LEG
0.01%
COM
PWR
0.01%
COM
SRCL
0.01%
COM
UA/C
0.01%
CL C
NFX
0.01%
COM
UAA
0.01%
CL A
NWS
< 0.01%
CL B
SHAK
0.98%
CL A
NSP
0.85%
COM
VNOM
0.78%
COM UNT RP INT
TNET
0.76%
COM
LGND
0.74%
COM NEW
COTV
0.74%
COM
CPRT
0.69%
COM
KMG
0.68%
COM
QLYS
0.66%
COM
RTEC
0.65%
COM
WST
0.65%
COM
LOB
0.65%
COM
PINC
0.65%
CL A
CENT
0.63%
COM
AGM
0.62%
CL C
CBSH
0.62%
COM
RAVN
0.62%
COM
EVR
0.62%
CLASS A
HIIQ
0.61%
COM CL A
TMP
0.61%
COM
FFBC
0.61%
COM
NP
0.61%
COM
JILL
0.6%
COM
FIZZ
0.6%
COM
TWNK
0.6%
CL A
ROLL
0.6%
COM
LZB
0.6%
COM
GMED
0.59%
CL A
PAYC
0.58%
COM
ALSN
0.58%
COM
FELE
0.58%
COM
LVS
0.58%
COM
UMBF
0.57%
COM
PRI
0.57%
COM
BKU
0.56%
COM
CFR
0.56%
COM
LBAI
0.56%
COM
ISCA
0.56%
CL A
LEA
0.56%
COM NEW
PGC
0.55%
COM
AIT
0.55%
COM
TTC
0.54%
COM
ORI
0.54%
COM
PFBC
0.54%
COM NEW
APO
0.53%
CL A SHS
WAL
0.53%
COM
NDSN
0.52%
COM
G
0.52%
SHS
TPH
0.52%
COM
AEIS
0.5%
COM
AXTI
0.48%
COM
ARCH
0.48%
CL A
RMP
0.47%
UNIT LTD PARTN
PLCE
0.46%
COM
EQM
0.44%
UNIT LTD PARTN
EVC
0.43%
CL A
PPC
0.42%
COM
BIG
0.42%
COM
HDSN
0.19%
COM
APY
0.12%
COM
DPS
0.03%
COM
GGP
0.02%
COM
XL
0.02%
COM
NAVI
< 0.01%
COM