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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.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
36
7
8
1
3
0
15
3
4
KARPAS STRATEGIES LLC

Time Period2019-03-31

Total Holdings125

Total Value ($x1000)236,970
Activities
New12

Increased30

Unchanged61

Decreased22

Sold Out0

Top 10 Stock Holdingstotal 41.55%
JNJ8.09

BAM5.26

MRK4.9

SCHW4.31

MMP4.08

 
BIP3.73

BPY3.72

DIS2.57

WPC2.46

CMPR2.43

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JNJ
8.09%
COM
BAM
5.26%
CL A LTD VT SH
MRK
4.9%
COM
SCHW
4.31%
COM
MMP
4.08%
COM UNIT RP LP
BIP
3.73%
LP INT UNIT
BPY
3.72%
UNIT LTD PARTN
DIS
2.57%
COM DISNEY
WPC
2.46%
COM
CMPR
2.43%
SHS EURO
BRK.B
2.39%
CL B NEW
OKE
2.37%
COM
CTL
2.18%
COM
TXN
2.14%
COM
FIRST NA...
1.96%
COM
CMCSA
1.93%
CL A
PFE
1.89%
COM
WFC
1.84%
COM
LBTYK
1.8%
SHS CL C
BEP
1.76%
PARTNERSHIP UNIT
XOM
1.55%
COM
USG
1.45%
COM NEW
USB
1.42%
COM NEW
ENB
1.23%
COM
MSFT
1.21%
COM
KMI
1.17%
COM
RYN
1.14%
COM
CVX
1.04%
COM
JEF
1%
COM
MPLX
0.98%
COM UNIT REP LTD
C
0.97%
COM NEW
CB
0.97%
COM
HON
0.9%
COM
T
0.83%
COM
OAK
0.75%
UNIT 99/99/9999
AXP
0.7%
COM
COP
0.69%
COM
JPM
0.65%
COM
BMY
0.65%
COM
MAR
0.63%
CL A
ANAT
0.61%
COM
BK
0.52%
COM
BRK.A
0.51%
CL A
WM
0.49%
COM
EGP
0.48%
COM
HBC
0.47%
SPON ADR NEW
KO
0.43%
COM
GE
0.4%
COM
TRV
0.38%
COM
ESGR
0.38%
SHS
NEE
0.38%
COM
DFA INTE...
0.38%
MUT
HY
0.38%
CL A
CVS
0.37%
COM
HHC
0.36%
COM
FOXA
0.35%
CL A
CME
0.35%
COM
PFF
0.34%
U.S. PFD STK ETF
BP
0.33%
SPONSORED ADR
PSX
0.32%
COM
APO
0.3%
CL A SHS
WTM
0.29%
COM
MKL
0.29%
COM
MLM
0.29%
COM
PG
0.29%
COM
CL
0.29%
COM
RDS/A
0.28%
SPONS ADR A
MCD
0.27%
COM
ZMH
0.27%
COM
LSXMK
0.26%
COM C SIRIUSXM
DUK
0.23%
COM NEW
LBTYA
0.22%
SHS CL A
ABT
0.21%
COM
LBRDK
0.2%
COM SER C
WY
0.2%
COM
PEP
0.2%
COM
TRTN
0.19%
CL A
LINTA
0.19%
INT COM SER A
AB
0.19%
UNIT LTD PARTN
WH
0.19%
COM
VZ
0.18%
COM
NATIONAL...
0.18%
COM
HBB
0.17%
CL A
BXMT
0.17%
COM CL A
IBM
0.17%
COM
BA
0.16%
COM
LILAK
0.16%
COM CL C
SU
0.16%
COM
SCHWAB S...
0.16%
MUT
MDLZ
0.15%
CL A
NC
0.15%
CL A
WYN
0.15%
COM
DISCK
0.15%
COM SER C
SJR
0.14%
CL B CONV
NYCB
0.14%
COM
UDR
0.13%
COM
WPX
0.13%
COM
LSXMA
0.12%
COM A SIRIUSXM
TMO
0.12%
COM
AAPL
0.12%
COM
TD
0.11%
COM NEW
OAKMARK ...
0.11%
MUT
WMB
0.11%
COM
DODGE & ...
0.11%
MUT
HIG
0.11%
COM
HCA HOLD...
0.1%
COM
LOCKHEED...
0.1%
COM
GLIBA
0.1%
COM CLASS A
ACCENTUR...
0.1%
COM
NSRGY
0.09%
COM
HYATT HO...
0.09%
COM
NWSA
0.09%
CL A
PUTNAM G...
0.09%
MUT
DE
0.09%
COM
NFG
0.09%
COM
MFC
0.09%
COM
XYL
0.09%
COM
WMT
0.09%
COM
ABBV
0.08%
COM
BBU
0.08%
UNIT LTD LP
LONGLEAF...
0.08%
MUT
SJT
0.06%
UNIT BEN INT
CRIMSON ...
0.05%
COM
NLY
0.05%
COM
FRANKLIN...
0.02%
MUT