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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
134
71
37
6
39
5
102
89
35
KAIZEN ADVISORY LLC

Time Period2018-12-31

Total Holdings570

Total Value ($x1000)143,951
Activities
New11

Increased410

Unchanged3

Decreased146

Sold Out10

Top 10 Stock Holdingstotal 22.24%
SPY13.24

AAPL1.76

MSFT1.46

AMZN1.12

MA0.87

 
CMCSA0.86

ADBE0.76

BRK.B0.75

BKNG0.71

COST0.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
13.24%
TR UNIT
AAPL
1.76%
COM
MSFT
1.46%
COM
AMZN
1.12%
COM
MA
0.87%
CL A
CMCSA
0.86%
CL A
ADBE
0.76%
COM
BRK.B
0.75%
CL B NEW
BKNG
0.71%
COM
COST
0.71%
COM
TXN
0.69%
COM
FII
0.69%
CL B
NTRI
0.67%
COM
INTU
0.67%
COM
JNJ
0.66%
COM
WM
0.65%
COM
AFL
0.65%
COM
TSCO
0.64%
COM
WDFC
0.63%
COM
VEEV
0.63%
CL A COM
JPM
0.61%
COM
WIRE
0.6%
COM
GOOG
0.6%
CAP STK CL C
MMS
0.59%
COM
FB
0.59%
CL A
TCP
0.59%
UT COM LTD PRT
GOOGL
0.59%
CAP STK CL A
NSC
0.59%
COM
PNC
0.58%
COM
YUMC
0.58%
COM
PAYX
0.58%
COM
IPG
0.56%
COM
HEI/A
0.56%
CL A
MASI
0.56%
COM
NVR
0.56%
COM
FAST
0.55%
COM
JKHY
0.55%
COM
FMC
0.54%
COM NEW
FTV
0.54%
COM
GNRC
0.54%
COM
BAH
0.54%
CL A
ZMH
0.54%
COM
XOM
0.54%
COM
TSS
0.53%
COM
WBC
0.52%
COM
FWRD
0.52%
COM
SCHN
0.51%
CL A
NBTB
0.51%
COM
ATHN
0.51%
COM
HXL
0.51%
COM
IEX
0.49%
COM
IP
0.49%
COM
AMTD
0.49%
COM
FANG
0.49%
COM
PFE
0.49%
COM
MANT
0.49%
CL A
NMIH
0.49%
CL A
CXO
0.49%
COM
SHOO
0.48%
COM
FCX
0.47%
COM
NVDA
0.47%
COM
PBCT
0.47%
COM
HLNE
0.47%
CL A
HII
0.47%
COM
CATY
0.47%
COM
FIX
0.47%
COM
HBAN
0.47%
COM
CSGP
0.47%
COM
VLO
0.46%
COM
CE
0.46%
COM SER A
VZ
0.46%
COM
PKG
0.46%
COM
WSFS
0.46%
COM
KAR
0.45%
COM
BXS
0.45%
COM
UNH
0.45%
COM
TVTY
0.45%
COM
PG
0.44%
COM
VSM
0.44%
COM
SUPN
0.44%
COM
KEY
0.44%
COM
SFBS
0.44%
COM
MKSI
0.44%
COM
BOKF
0.44%
COM NEW
LH
0.44%
COM NEW
EGOV
0.44%
COM
V
0.43%
COM CL A
ASBC
0.43%
COM
CMA
0.43%
COM
BAC
0.43%
COM
GWB
0.43%
COM
MTN
0.42%
COM
PNFP
0.42%
COM
SHLX
0.42%
UNIT LTD INT
SNDR
0.42%
CL B
APAM
0.41%
CL A
STLD
0.41%
COM
STCK
0.41%
COM
GBX
0.41%
COM
NEOG
0.4%
COM
INTC
0.4%
COM
TSC
0.4%
COM
CC
0.39%
COM
DLX
0.39%
COM
T
0.39%
COM
ADS
0.39%
COM
LBRT
0.39%
CL A
RNST
0.39%
COM
MRK
0.39%
COM
CVX
0.39%
COM
AXL
0.38%
COM
SYX
0.38%
COM
LMAT
0.38%
COM
WFC
0.38%
COM
CSCO
0.37%
COM
HD
0.37%
COM
BLD
0.36%
COM
CADE
0.35%
CL A
NTB
0.35%
SHS NEW
KO
0.35%
COM
NKTR
0.34%
COM
BA
0.31%
COM
WLH
0.31%
CL A NEW
DIS
0.31%
COM DISNEY
PEP
0.31%
COM
MTDR
0.3%
COM
PATK
0.29%
COM
MCD
0.27%
COM
ABBV
0.27%
COM
WMT
0.25%
COM
AMGN
0.25%
COM
C
0.25%
COM NEW
ABT
0.24%
COM
ORCL
0.24%
COM
MDT
0.23%
SHS
DWDP
0.23%
COM
NFLX
0.22%
COM
LLY
0.21%
COM
MMM
0.21%
COM
AVGO
0.2%
COM
PM
0.2%
COM
IBM
0.2%
COM
CRM
0.19%
COM
UNP
0.19%
COM
HON
0.18%
COM
PYPL
0.18%
COM
MO
0.17%
COM
NKE
0.17%
CL B
TMO
0.17%
COM
ACN
0.17%
SHS CLASS A
SBUX
0.16%
COM
UTX
0.16%
COM
CVS
0.16%
COM
BMY
0.16%
COM
GILD
0.16%
COM
NEE
0.16%
COM
LIN
0.16%
COM
LOW
0.14%
COM
CAT
0.14%
COM
CI
0.13%
COM
USB
0.13%
COM NEW
AMT
0.13%
COM
COP
0.13%
COM
CME
0.13%
COM
QCOM
0.13%
COM
UPS
0.13%
CL B
AXP
0.13%
COM
ANTM
0.13%
COM
LMT
0.12%
COM
DHR
0.12%
COM
GE
0.12%
COM
BIIB
0.12%
COM
CB
0.12%
COM
DUK
0.12%
COM NEW
BDX
0.11%
COM
GS
0.11%
COM
ADP
0.11%
COM
MDLZ
0.11%
CL A
WBA
0.11%
COM
TJX
0.11%
COM
ISRG
0.1%
COM NEW
CL
0.1%
COM
SPG
0.1%
COM
CHTR
0.1%
CL A
MS
0.1%
COM NEW
FOXA
0.09%
CL A
SLB
0.09%
COM
CSX
0.09%
COM
SCHW
0.09%
COM
EOG
0.09%
COM
SYK
0.09%
COM
BSX
0.09%
COM
OXY
0.09%
COM
D
0.09%
COM
BLK
0.09%
COM
SO
0.09%
COM
DE
0.09%
COM
CELG
0.08%
COM
CCI
0.08%
COM
GD
0.08%
COM
RTN
0.08%
COM NEW
BK
0.08%
COM
ICE
0.08%
COM
EXC
0.08%
COM
SPGI
0.08%
COM
GM
0.08%
COM
ILMN
0.08%
COM
VRTX
0.08%
COM
AGN
0.08%
SHS
NOC
0.08%
COM
ZTS
0.08%
CL A
MET
0.08%
COM
MPC
0.08%
COM
KMB
0.08%
COM
MMC
0.08%
COM
FDX
0.07%
COM
HUM
0.07%
COM
ITW
0.07%
COM
CTSH
0.07%
CL A
PSX
0.07%
COM
ATVI
0.07%
COM
EMR
0.07%
COM
ECL
0.07%
COM
PLD
0.07%
COM
AEP
0.07%
COM
AON
0.07%
SHS CL A
MU
0.07%
COM
COF
0.07%
COM
PRU
0.07%
COM
AIG
0.06%
COM NEW
TGT
0.06%
COM
HCA
0.06%
COM
PGR
0.06%
COM
BBT
0.06%
COM
APD
0.06%
COM
BAX
0.06%
COM
FIS
0.06%
COM
EW
0.06%
COM
SHW
0.06%
COM
RHT
0.06%
COM
ADI
0.06%
COM
TRV
0.06%
COM
ROST
0.06%
COM
AMAT
0.06%
COM
HPQ
0.06%
COM
DAL
0.06%
COM NEW
PSA
0.06%
COM
SYY
0.06%
COM
SRE
0.06%
COM
YUM
0.06%
COM
FISV
0.06%
COM
F
0.06%
COM PAR $0.01
MAR
0.06%
CL A
DG
0.06%
COM
KMI
0.05%
COM
ETN
0.05%
SHS
ALL
0.05%
COM
EL
0.05%
CL A
ORLY
0.05%
COM
JCI
0.05%
SHS
KHC
0.05%
COM
EQIX
0.05%
COM PAR $0.001
REGN
0.05%
COM
ROP
0.05%
COM
LYB
0.05%
SHS - A -
STZ
0.05%
CL A
ADSK
0.05%
COM
PEG
0.05%
COM
WMB
0.05%
COM
EBAY
0.05%
COM
TEL
0.05%
REG SHS
HCN
0.05%
COM
GIS
0.05%
COM
STT
0.05%
COM
ED
0.05%
COM
EA
0.05%
COM
PPG
0.05%
COM
EQR
0.05%
SH BEN INT
LUV
0.05%
COM
XEL
0.05%
COM
AVB
0.04%
COM
APH
0.04%
CL A
GLW
0.04%
COM
ADM
0.04%
COM
MCO
0.04%
COM
STI
0.04%
COM
FOX
0.04%
CL B
HAL
0.04%
COM
WEC
0.04%
COM
APC
0.04%
COM
MCK
0.04%
COM
VFC
0.04%
COM
OKE
0.04%
COM
CNC
0.04%
COM
PXD
0.04%
COM
IR
0.04%
SHS
DLTR
0.04%
COM
LRCX
0.04%
COM
KR
0.04%
COM
TROW
0.04%
COM
VTR
0.04%
COM
DLR
0.04%
COM
ALXN
0.04%
COM
HLT
0.04%
WHEN ISSUED
A
0.04%
COM
AZO
0.04%
COM
XLNX
0.04%
COM
CMI
0.04%
COM
ES
0.04%
COM
MTB
0.04%
COM
WLTW
0.04%
SHS
NTRS
0.04%
COM
CLX
0.04%
COM
TWTR
0.04%
COM
PH
0.04%
COM
DTE
0.04%
COM
PPL
0.04%
COM
PCAR
0.04%
COM
MNST
0.04%
COM
CCL
0.04%
PAIRED CTF
IQV
0.04%
COM
DFS
0.04%
COM
EIX
0.04%
COM
VRSK
0.03%
CL A
SWK
0.03%
COM
O
0.03%
COM
UAL
0.03%
COM
FE
0.03%
COM
MSI
0.03%
COM NEW
BXP
0.03%
COM
HPE
0.03%
COM
SBAC
0.03%
CL A
ROK
0.03%
COM
GPN
0.03%
COM
MCHP
0.03%
COM
WY
0.03%
COM
NEM
0.03%
COM
MKC
0.03%
COM NON VTG
IDXX
0.03%
COM
SYF
0.03%
COM
CERN
0.03%
COM
RMD
0.03%
COM
HIG
0.03%
COM
CHD
0.03%
COM
INFO
0.03%
SHS
ETR
0.03%
COM
RCL
0.03%
COM
NUE
0.03%
COM
EVRG
0.03%
COM
OMC
0.03%
COM
FITB
0.03%
COM
DXC
0.03%
COM
AEE
0.03%
COM
FLT
0.03%
COM
AWK
0.03%
COM
APTV
0.03%
SHS
ESS
0.03%
COM
RSG
0.03%
COM
WAT
0.03%
COM
CBS
0.03%
CL B
HRS
0.03%
COM
BLL
0.03%
COM
CTL
0.03%
COM
TDG
0.03%
COM
VRSN
0.03%
COM
RF
0.03%
COM
AMP
0.03%
COM
AME
0.03%
COM
TSN
0.03%
CL A
K
0.03%
COM
CTAS
0.03%
COM
AMD
0.03%
COM
ALGN
0.03%
COM
KLAC
0.03%
COM
MTD
0.03%
COM
HSY
0.03%
COM
NTAP
0.03%
COM
CNP
0.03%
COM
HCP
0.03%
COM
IFF
0.03%
COM
MYL
0.03%
SHS EURO
ABMD
0.03%
COM
VMC
0.03%
COM
L
0.03%
COM
CTXS
0.03%
COM
CFG
0.03%
COM
CMS
0.03%
COM
AAL
0.03%
COM
ULTA
0.03%
COM
AJG
0.03%
COM
EXPE
0.03%
COM NEW
LLL
0.03%
COM
SWKS
0.02%
COM
ARE
0.02%
COM
DRI
0.02%
COM
SNPS
0.02%
COM
GPC
0.02%
COM
CBG
0.02%
CL A
CAH
0.02%
COM
BBY
0.02%
COM
XYL
0.02%
COM
MSCI
0.02%
COM
PFG
0.02%
COM
AAP
0.02%
COM
ANSS
0.02%
COM
COO
0.02%
COM NEW
GWW
0.02%
COM
EXPD
0.02%
COM
MGM
0.02%
COM
HSIC
0.02%
COM
PCG
0.02%
COM
HST
0.02%
COM
TTWO
0.02%
COM
IT
0.02%
COM
NRG
0.02%
COM NEW
KEYS
0.02%
COM
SYMC
0.02%
COM
ETFC
0.02%
COM NEW
ABC
0.02%
COM
LNC
0.02%
COM
MRO
0.02%
COM
TXT
0.02%
COM
KSS
0.02%
COM
CINF
0.02%
COM
KMX
0.02%
COM
EXR
0.02%
COM
CBOE
0.02%
COM
UDR
0.02%
COM
MAA
0.02%
COM
HRL
0.02%
COM
DVN
0.02%
COM
WDC
0.02%
COM
CDNS
0.02%
COM
DHI
0.02%
COM
SJM
0.02%
COM NEW
CAG
0.02%
COM
EMN
0.02%
COM
EFX
0.02%
COM
LEN
0.02%
CL A
CHRW
0.02%
COM NEW
REG
0.02%
COM
HOLX
0.02%
COM
WCG
0.02%
COM
KSU
0.02%
COM NEW
DGX
0.02%
COM
HAS
0.02%
COM
VAR
0.02%
COM
BR
0.02%
COM
CMG
0.02%
COM
INCY
0.02%
COM
COG
0.02%
COM
STX
0.02%
SHS
SIVB
0.02%
COM
APA
0.02%
COM
AKAM
0.02%
COM
HES
0.02%
COM
MLM
0.02%
COM
TAP
0.02%
CL B
UHS
0.02%
CL B
ANET
0.02%
COM
VNO
0.02%
SH BEN INT
TPR
0.02%
COM
DOV
0.02%
COM
WYNN
0.02%
COM
VIAB
0.02%
CL B
CF
0.02%
COM
WRK
0.02%
COM
RE
0.02%
COM
XRAY
0.02%
COM
MOS
0.02%
COM
NOV
0.02%
COM
NI
0.02%
COM
NBL
0.02%
COM
FTNT
0.02%
COM
JNPR
0.02%
COM
IRM
0.02%
COM
AVY
0.02%
COM
PNW
0.02%
COM
CPRT
0.02%
COM
BHGE
0.02%
CL A
AES
0.02%
COM
LNT
0.02%
COM
RJF
0.02%
COM
FFIV
0.02%
COM
JBHT
0.02%
COM
WU
0.02%
COM
DRE
0.02%
COM NEW
QRVO
0.02%
COM
SNA
0.02%
COM
NDAQ
0.02%
COM
FRT
0.02%
SH BEN INT NEW
DISCK
0.02%
COM SER C
MAS
0.02%
COM
BWA
0.02%
COM
PKI
0.02%
COM
HFC
0.02%
COM
TMK
0.02%
COM
TIF
0.02%
COM
BEN
0.02%
COM
URI
0.02%
COM
M
0.02%
COM
ALLE
0.02%
ORD SHS
ALK
0.01%
COM
LKQ
0.01%
COM
NCLH
0.01%
SHS
SLG
0.01%
COM
NLSN
0.01%
SHS EUR
ZION
0.01%
COM
PVH
0.01%
COM
IVZ
0.01%
SHS
FTI
0.01%
COM
NWL
0.01%
COM
DVA
0.01%
COM
ALB
0.01%
COM
ARNC
0.01%
COM
SCG
0.01%
COM
PHM
0.01%
COM
BF/B
0.01%
CL B
FLIR
0.01%
COM
FL
0.01%
COM
AIV
0.01%
CL A
MHK
0.01%
COM
GPS
0.01%
COM
GRMN
0.01%
SHS
KIM
0.01%
COM
JEC
0.01%
COM
JWN
0.01%
COM
AMG
0.01%
COM
PNR
0.01%
SHS
RL
0.01%
CL A
RHI
0.01%
COM
AOS
0.01%
COM
FBHS
0.01%
COM
KORS
0.01%
SHS
TRIP
0.01%
COM
CPB
0.01%
COM
UNM
0.01%
COM
WHR
0.01%
COM
ROL
0.01%
COM
HP
0.01%
COM
HBI
0.01%
COM
JEF
0.01%
COM
HOG
0.01%
COM
FLS
0.01%
COM
XRX
0.01%
COM NEW
DISH
0.01%
CL A
LB
0.01%
COM
XEC
0.01%
COM
HRB
0.01%
COM
AIZ
0.01%
COM
PRGO
0.01%
SHS
SEE
0.01%
COM
DISCA
0.01%
COM SER A
MAC
0.01%
COM
PWR
0.01%
COM
LEG
0.01%
COM
NWSA
0.01%
CL A
GT
0.01%
COM
IPGP
0.01%
COM
FLR
0.01%
COM
COTY
0.01%
COM CL A
BHF
0.01%
COM
SRCL
0.01%
COM
MAT
0.01%
COM
UA/C
0.01%
CL C
UAA
0.01%
CL A
EQT
0.01%
COM
ETRN
< 0.01%
COM
NWS
< 0.01%
CL B
NFX
< 0.01%
COM
EGN
0.6%
COM
MONEY MA...
0.48%
COMMON
AET
0.08%
COM
ESRX
0.07%
COM
CI
0.06%
COM
PX
0.06%
COM
COL
0.03%
COM
ANDV
0.03%
COM
CA
0.02%
COM
EVHC
0.01%
COM