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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
9
2
4
0
14
4
4
KARPAS STRATEGIES LLC

Time Period2017-12-31

Total Holdings124

Total Value ($x1000)233,300
Activities
New8

Increased7

Unchanged82

Decreased27

Sold Out7

Top 10 Stock Holdingstotal 41.67%
JNJ8.32

SCHW5.66

MMP4.74

BAM4.64

CMPR3.77

 
BIP3.64

MRK3.36

BPY2.87

WFC2.35

BRK.B2.32

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JNJ
8.32%
COM
SCHW
5.66%
COM
MMP
4.74%
COM UNIT RP LP
BAM
4.64%
CL A LTD VT SH
CMPR
3.77%
SHS EURO
BIP
3.64%
LP INT UNIT
MRK
3.36%
COM
BPY
2.87%
UNIT LTD PARTN
WFC
2.35%
COM
BRK.B
2.32%
CL B NEW
WPC
2.28%
COM
TXN
2.14%
COM
CMCSA
2.06%
CL A
LBTYK
1.96%
SHS CL C
OKE
1.84%
COM
FIRST NA...
1.75%
COM
PFE
1.72%
COM
USB
1.65%
COM NEW
DIS
1.64%
COM DISNEY
XOM
1.63%
COM
BEP
1.57%
PARTNERSHIP UNIT
LUK
1.47%
COM
USG
1.35%
COM NEW
C
1.2%
COM NEW
RYN
1.17%
COM
CTL
1.16%
COM
CVX
1.06%
COM
EEQ
1.06%
SHS UNITS LLI
FOXA
1.06%
CL A
CB
1.04%
COM
T
0.95%
COM
HON
0.92%
COM
GE
0.91%
COM
MSFT
0.88%
COM
BMY
0.84%
COM
JPM
0.71%
COM
ANAT
0.7%
COM
MAR
0.7%
CL A
AXP
0.65%
COM
MPLX
0.64%
COM UNIT REP LTD
BK
0.62%
COM
HHC
0.61%
COM
HBC
0.6%
SPON ADR NEW
COP
0.58%
COM
HY
0.55%
CL A
BRK.A
0.51%
CL A
CVS
0.5%
COM
ESGR
0.49%
SHS
EGP
0.47%
COM
WYN
0.47%
COM
KO
0.47%
COM
WM
0.43%
COM
PFF
0.4%
U.S. PFD STK ETF
KMI
0.39%
COM
TRV
0.39%
COM
APO
0.36%
CL A SHS
MLM
0.35%
COM
PSX
0.34%
COM
MKL
0.34%
COM
CL
0.32%
COM
BP
0.32%
SPONSORED ADR
LBTYA
0.32%
SHS CL A
CME
0.31%
COM
NEE
0.31%
COM
RDS/A
0.3%
SPONS ADR A
LINTA
0.3%
INT COM SER A
WTM
0.29%
COM
DFA INTE...
0.27%
MUT
LSXMK
0.27%
COM C SIRIUSXM
WY
0.27%
COM
PG
0.26%
COM
MCD
0.26%
COM
ZMH
0.26%
COM
TRTN
0.24%
CL A
NATIONAL...
0.23%
COM
DUK
0.22%
COM NEW
PEP
0.19%
COM
LBRDK
0.19%
COM SER C
SU
0.19%
COM
IBM
0.19%
COM
VZ
0.18%
COM
ENB
0.18%
COM
LILAK
0.17%
LILAC SHS CL C
TD
0.17%
COM NEW
TWX
0.17%
COM NEW
AB
0.17%
UNIT LTD PARTN
NC
0.16%
CL A
SJR
0.16%
CL B CONV
SCHWAB S...
0.15%
MUT
ABT
0.15%
COM
UDR
0.14%
COM
WPX
0.14%
COM
LSXMA
0.14%
COM A SIRIUSXM
MDLZ
0.14%
CL A
BA
0.13%
COM
OAKMARK ...
0.13%
MUT
DODGE & ...
0.13%
MUT
DISCK
0.12%
COM SER C
LOCKHEED...
0.12%
COM
HIG
0.12%
COM
NWSA
0.12%
CL A
WMB
0.12%
COM
AMP
0.11%
COM
HBB
0.11%
CL A
HAMILTON...
0.11%
COM
MFC
0.11%
COM
ETH
0.11%
COM
ABBV
0.1%
COM
AAPL
0.1%
COM
LVNTA
0.1%
LBT VENT COM A
FCE/A
0.1%
COM CL A
CAH
0.1%
COM
FPA CRES...
0.1%
MUT
SEE
0.1%
COM
XL
0.09%
COM
XYL
0.09%
COM
HYATT HO...
0.09%
COM
ACCENTUR...
0.09%
COM
DE
0.09%
COM
PUTNAM G...
0.09%
MUT
SJT
0.08%
UNIT BEN INT
LONGLEAF...
0.08%
MUT
CRIMSON ...
0.07%
COM
NLY
0.06%
COM
SOUND SH...
0.28%
MUT
PACW
0.18%
COM
JOE
0.11%
COM
NWLI
0.09%
CL A
SLB
0.09%
COM
NYCB
0.09%
COM
AINV
0.06%
COM