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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
34
5
7
1
3
0
14
3
4
KARPAS STRATEGIES LLC

Time Period2018-12-31

Total Holdings113

Total Value ($x1000)213,903
Activities
New2

Increased16

Unchanged88

Decreased7

Sold Out11

Top 10 Stock Holdingstotal 42.41%
JNJ8.29

MRK4.98

BAM4.76

SCHW4.65

MMP4.26

 
CMPR3.48

BIP3.39

BPY3.17

CTL2.92

BRK.B2.51

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JNJ
8.29%
COM
MRK
4.98%
COM
BAM
4.76%
CL A LTD VT SH
SCHW
4.65%
COM
MMP
4.26%
COM UNIT RP LP
CMPR
3.48%
SHS EURO
BIP
3.39%
LP INT UNIT
BPY
3.17%
UNIT LTD PARTN
CTL
2.92%
COM
BRK.B
2.51%
CL B NEW
WPC
2.27%
COM
PFE
2.16%
COM
TXN
2.11%
COM
FIRST NA...
2.04%
COM
OKE
2.03%
COM
WFC
1.95%
COM
CMCSA
1.82%
CL A
DIS
1.82%
COM DISNEY
LBTYK
1.67%
SHS CL C
USG
1.58%
COM NEW
BEP
1.55%
PARTNERSHIP UNIT
FOXA
1.53%
CL A
USB
1.49%
COM NEW
XOM
1.45%
COM
ENB
1.16%
COM
MSFT
1.15%
COM
RYN
1.11%
COM
JEF
1.03%
COM
CVX
1.01%
COM
CB
1%
COM
KMI
0.97%
COM
C
0.9%
COM NEW
MPLX
0.84%
COM UNIT REP LTD
T
0.83%
COM
HON
0.82%
COM
BMY
0.78%
COM
COP
0.71%
COM
ANAT
0.71%
COM
JPM
0.7%
COM
AXP
0.68%
COM
OAK
0.62%
UNIT 99/99/9999
MAR
0.61%
CL A
BRK.A
0.57%
CL A
BK
0.54%
COM
HBC
0.52%
SPON ADR NEW
CVS
0.49%
COM
WM
0.49%
COM
KO
0.48%
COM
EGP
0.45%
COM
CME
0.44%
COM
HY
0.42%
CL A
ESGR
0.41%
SHS
NEE
0.37%
COM
TRV
0.37%
COM
PFF
0.36%
U.S. PFD STK ETF
HHC
0.35%
COM
GE
0.34%
COM
MKL
0.34%
COM
PSX
0.32%
COM
BP
0.32%
SPONSORED ADR
DFA INTE...
0.31%
MUT
WTM
0.3%
COM
APO
0.29%
CL A SHS
RDS/A
0.28%
SPONS ADR A
MCD
0.28%
COM
PG
0.28%
COM
CL
0.28%
COM
MLM
0.28%
COM
LSXMK
0.27%
COM C SIRIUSXM
LINTA
0.26%
INT COM SER A
DUK
0.24%
COM NEW
ZMH
0.24%
COM
TRTN
0.21%
CL A
HBB
0.21%
CL A
LBTYA
0.21%
SHS CL A
ABT
0.21%
COM
AB
0.2%
UNIT LTD PARTN
PEP
0.19%
COM
WH
0.19%
COM
VZ
0.19%
COM
NATIONAL...
0.18%
COM
WY
0.18%
COM
LBRDK
0.18%
COM SER C
UDR
0.16%
COM
BA
0.15%
COM
SCHWAB S...
0.15%
MUT
IBM
0.15%
COM
NC
0.15%
CL A
WYN
0.15%
COM
SU
0.15%
COM
DISCK
0.15%
COM SER C
MDLZ
0.14%
CL A
SJR
0.14%
CL B CONV
LSXMA
0.13%
COM A SIRIUSXM
LILAK
0.13%
COM CL C
NYCB
0.12%
COM
WPX
0.12%
COM
TD
0.12%
COM NEW
OAKMARK ...
0.11%
MUT
HCA HOLD...
0.11%
COM
TMO
0.11%
COM
LOCKHEED...
0.11%
COM
DODGE & ...
0.11%
MUT
ABBV
0.11%
COM
AAPL
0.11%
COM
HIG
0.1%
COM
NWSA
0.09%
CL A
LONGLEAF...
0.08%
MUT
MFC
0.08%
COM
SJT
0.06%
UNIT BEN INT
CRIMSON ...
0.05%
COM
NLY
0.05%
COM
FRANKLIN...
0.02%
MUT
EEQ
0.91%
SHS UNITS LLI
WMB
0.1%
COM
BBU
0.1%
UNIT LTD LP
HYATT HO...
0.1%
COM
ACCENTUR...
0.1%
COM
PUTNAM G...
0.09%
MUT
AMP
0.09%
COM
GLIBA
0.09%
COM CLASS A
XYL
0.08%
COM
CAH
0.08%
COM
FRANKLIN...
0.02%
MUT