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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
37
6
7
2
3
0
15
4
4
KARPAS STRATEGIES LLC

Time Period2018-03-31

Total Holdings123

Total Value ($x1000)230,396
Activities
New5

Increased20

Unchanged78

Decreased20

Sold Out6

Top 10 Stock Holdingstotal 41.76%
JNJ7.65

SCHW5.82

CMPR4.92

BAM4.49

MMP4.08

 
BIP3.6

MRK3.3

BPY3.13

CTL2.4

BRK.B2.37

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JNJ
7.65%
COM
SCHW
5.82%
COM
CMPR
4.92%
SHS EURO
BAM
4.49%
CL A LTD VT SH
MMP
4.08%
COM UNIT RP LP
BIP
3.6%
LP INT UNIT
MRK
3.3%
COM
BPY
3.13%
UNIT LTD PARTN
CTL
2.4%
COM
BRK.B
2.37%
CL B NEW
TXN
2.16%
COM
WFC
2.05%
COM
WPC
2.03%
COM
OKE
1.99%
COM
LBTYK
1.84%
SHS CL C
FIRST NA...
1.82%
COM
CMCSA
1.75%
CL A
BEP
1.69%
PARTNERSHIP UNIT
PFE
1.68%
COM
USB
1.57%
COM NEW
DIS
1.55%
COM DISNEY
XOM
1.47%
COM
USG
1.44%
COM NEW
RYN
1.31%
COM
LUK
1.27%
COM
FOXA
1.12%
CL A
C
1.11%
COM NEW
CB
0.99%
COM
CVX
0.98%
COM
MSFT
0.96%
COM
T
0.88%
COM
BMY
0.88%
COM
KMI
0.88%
COM
HON
0.84%
COM
MPLX
0.81%
COM UNIT REP LTD
EEQ
0.75%
SHS UNITS LLI
JPM
0.73%
COM
GE
0.71%
COM
MAR
0.71%
CL A
HHC
0.66%
COM
ANAT
0.64%
COM
COP
0.63%
COM
AXP
0.62%
COM
HBC
0.56%
SPON ADR NEW
BK
0.55%
COM
OAK
0.52%
UNIT 99/99/9999
BRK.A
0.52%
CL A
ESGR
0.5%
SHS
WYN
0.47%
COM
HY
0.46%
CL A
EGP
0.45%
COM
CVS
0.44%
COM
WM
0.43%
COM
KO
0.41%
COM
TRV
0.4%
COM
PFF
0.36%
U.S. PFD STK ETF
MKL
0.35%
COM
CME
0.35%
COM
MLM
0.34%
COM
PSX
0.33%
COM
NEE
0.33%
COM
APO
0.32%
CL A SHS
BP
0.32%
SPONSORED ADR
CL
0.31%
COM
LINTA
0.31%
INT COM SER A
RDS/A
0.29%
SPONS ADR A
WTM
0.29%
COM
LBTYA
0.28%
SHS CL A
LSXMK
0.28%
COM C SIRIUSXM
DFA INTE...
0.28%
MUT
WY
0.27%
COM
ZMH
0.23%
COM
MCD
0.23%
COM
PG
0.23%
COM
NATIONAL...
0.22%
COM
DUK
0.2%
COM NEW
TRTN
0.2%
CL A
LBRDK
0.19%
COM SER C
IBM
0.19%
COM
AB
0.18%
UNIT LTD PARTN
HBB
0.18%
CL A
PEP
0.18%
COM
SU
0.18%
COM
TWX
0.17%
COM NEW
TD
0.17%
COM NEW
LILAK
0.16%
COM CL C
VZ
0.16%
COM
ABT
0.16%
COM
SCHWAB S...
0.15%
MUT
XL
0.15%
COM
WPX
0.15%
COM
BA
0.14%
COM
ENB
0.14%
COM
NC
0.14%
CL A
LSXMA
0.14%
COM A SIRIUSXM
MDLZ
0.13%
CL A
SJR
0.13%
CL B CONV
UDR
0.13%
COM
LOCKHEED...
0.13%
COM
OAKMARK ...
0.13%
MUT
DODGE & ...
0.12%
MUT
NWSA
0.12%
CL A
DISCK
0.11%
COM SER C
HIG
0.11%
COM
AAPL
0.11%
COM
XYL
0.1%
COM
ABBV
0.1%
COM
CAH
0.1%
COM
GLIBA
0.1%
COM CLASS A
WMB
0.1%
COM
FPA CRES...
0.1%
MUT
AMP
0.1%
COM
MFC
0.1%
COM
HYATT HO...
0.1%
COM
TMO
0.09%
COM
ACCENTUR...
0.09%
COM
DE
0.09%
COM
PUTNAM G...
0.09%
MUT
SJT
0.09%
UNIT BEN INT
LONGLEAF...
0.08%
MUT
CRIMSON ...
0.06%
COM
NLY
0.05%
COM
FRANKLIN...
0.02%
MUT
LILAK
0.17%
LILAC SHS CL C
HAMILTON...
0.11%
COM
ETH
0.11%
COM
LVNTA
0.1%
LBT VENT COM A
FCE/A
0.1%
COM CL A
SEE
0.1%
COM