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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
35
5
7
1
3
0
15
3
4
KARPAS STRATEGIES LLC

Time Period2018-06-30

Total Holdings118

Total Value ($x1000)231,005
Activities
New2

Increased12

Unchanged64

Decreased40

Sold Out7

Top 10 Stock Holdingstotal 41.62%
JNJ7.22

SCHW5.29

MMP4.78

BAM4.59

CMPR4.52

 
MRK3.67

BIP3.24

BPY3.09

CTL2.79

OKE2.43

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JNJ
7.22%
COM
SCHW
5.29%
COM
MMP
4.78%
COM UNIT RP LP
BAM
4.59%
CL A LTD VT SH
CMPR
4.52%
SHS EURO
MRK
3.67%
COM
BIP
3.24%
LP INT UNIT
BPY
3.09%
UNIT LTD PARTN
CTL
2.79%
COM
OKE
2.43%
COM
TXN
2.28%
COM
WFC
2.17%
COM
WPC
2.14%
COM
BRK.B
2.12%
CL B NEW
FIRST NA...
1.82%
COM
PFE
1.66%
COM
XOM
1.63%
COM
BEP
1.62%
PARTNERSHIP UNIT
CMCSA
1.62%
CL A
DIS
1.61%
COM DISNEY
LBTYK
1.6%
SHS CL C
USB
1.51%
COM NEW
USG
1.48%
COM NEW
FOXA
1.47%
CL A
RYN
1.44%
COM
JEF
1.26%
COM
CVX
1.09%
COM
C
1.07%
COM NEW
MSFT
1.03%
COM
KMI
1%
COM
CB
0.91%
COM
T
0.87%
COM
MPLX
0.87%
COM UNIT REP LTD
EEQ
0.86%
SHS UNITS LLI
HON
0.83%
COM
BMY
0.77%
COM
COP
0.74%
COM
GE
0.71%
COM
JPM
0.69%
COM
MAR
0.66%
CL A
AXP
0.65%
COM
ANAT
0.62%
COM
HHC
0.61%
COM
BK
0.57%
COM
HBC
0.55%
SPON ADR NEW
OAK
0.53%
UNIT 99/99/9999
BRK.A
0.49%
CL A
ESGR
0.47%
SHS
CVS
0.45%
COM
EGP
0.43%
COM
KO
0.41%
COM
WM
0.41%
COM
HY
0.4%
CL A
PSX
0.38%
COM
PFF
0.36%
U.S. PFD STK ETF
CME
0.35%
COM
BP
0.35%
SPONSORED ADR
TRV
0.35%
COM
APO
0.35%
CL A SHS
MLM
0.33%
COM
NEE
0.33%
COM
MKL
0.33%
COM
RDS/A
0.31%
SPONS ADR A
LSXMK
0.31%
COM C SIRIUSXM
WTM
0.3%
COM
CL
0.28%
COM
WY
0.28%
COM
DFA INTE...
0.27%
MUT
LINTA
0.26%
INT COM SER A
LBTYA
0.25%
SHS CL A
HBB
0.24%
CL A
ZMH
0.24%
COM
MCD
0.23%
COM
WH
0.23%
COM
PG
0.22%
COM
SU
0.21%
COM
DUK
0.21%
COM NEW
NATIONAL...
0.2%
COM
TRTN
0.19%
CL A
AB
0.19%
UNIT LTD PARTN
WPX
0.18%
COM
PEP
0.18%
COM
LBRDK
0.17%
COM SER C
WYN
0.17%
COM
IBM
0.17%
COM
ENB
0.16%
COM
LILAK
0.16%
COM CL C
ABT
0.16%
COM
SCHWAB S...
0.15%
MUT
VZ
0.15%
COM
LSXMA
0.15%
COM A SIRIUSXM
DISCK
0.15%
COM SER C
BA
0.15%
COM
XL
0.15%
COM
SJR
0.14%
CL B CONV
NC
0.14%
CL A
UDR
0.14%
COM
MDLZ
0.13%
CL A
OAKMARK ...
0.13%
MUT
TD
0.13%
COM NEW
AAPL
0.12%
COM
DODGE & ...
0.12%
MUT
LOCKHEED...
0.11%
COM
NWSA
0.11%
CL A
HIG
0.11%
COM
WMB
0.11%
COM
ABBV
0.1%
COM
HYATT HO...
0.1%
COM
ACCENTUR...
0.1%
COM
TMO
0.09%
COM
MFC
0.09%
COM
AMP
0.09%
COM
PUTNAM G...
0.09%
MUT
LONGLEAF...
0.08%
MUT
SJT
0.06%
UNIT BEN INT
CRIMSON ...
0.06%
COM
NLY
0.05%
COM
FRANKLIN...
0.02%
MUT
LUK
1.27%
COM
TWX
0.17%
COM NEW
XYL
0.1%
COM
CAH
0.1%
COM
GLIBA
0.1%
COM CLASS A
FPA CRES...
0.1%
MUT
DE
0.09%
COM