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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
36
5
7
1
3
0
15
3
4
KARPAS STRATEGIES LLC

Time Period2018-09-30

Total Holdings122

Total Value ($x1000)242,093
Activities
New5

Increased18

Unchanged99

Decreased0

Sold Out1

Top 10 Stock Holdingstotal 41.99%
JNJ7.85

SCHW4.86

BAM4.82

MMP4.47

MRK4.09

 
CMPR4.06

BPY3.25

BIP3.22

CTL3.05

BRK.B2.32

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JNJ
7.85%
COM
SCHW
4.86%
COM
BAM
4.82%
CL A LTD VT SH
MMP
4.47%
COM UNIT RP LP
MRK
4.09%
COM
CMPR
4.06%
SHS EURO
BPY
3.25%
UNIT LTD PARTN
BIP
3.22%
LP INT UNIT
CTL
3.05%
COM
BRK.B
2.32%
CL B NEW
OKE
2.25%
COM
TXN
2.12%
COM
WPC
1.98%
COM
WFC
1.96%
COM
PFE
1.92%
COM
LBTYK
1.91%
SHS CL C
FIRST NA...
1.75%
COM
DIS
1.72%
COM DISNEY
CMCSA
1.67%
CL A
XOM
1.6%
COM
BEP
1.56%
PARTNERSHIP UNIT
USB
1.52%
COM NEW
USG
1.42%
COM NEW
FOXA
1.31%
CL A
RYN
1.2%
COM
JEF
1.16%
COM
MSFT
1.14%
COM
C
1.1%
COM NEW
CVX
1%
COM
KMI
0.96%
COM
HON
0.92%
COM
CB
0.91%
COM
EEQ
0.91%
SHS UNITS LLI
T
0.87%
COM
MPLX
0.85%
COM UNIT REP LTD
BMY
0.82%
COM
COP
0.78%
COM
JPM
0.72%
COM
AXP
0.67%
COM
MAR
0.65%
CL A
ANAT
0.64%
COM
GE
0.56%
COM
HHC
0.54%
COM
BRK.A
0.53%
CL A
CVS
0.53%
COM
OAK
0.52%
UNIT 99/99/9999
BK
0.52%
COM
HBC
0.49%
SPON ADR NEW
ESGR
0.45%
SHS
WM
0.44%
COM
KO
0.41%
COM
EGP
0.41%
COM
HY
0.37%
CL A
PSX
0.37%
COM
APO
0.36%
CL A SHS
TRV
0.36%
COM
CME
0.35%
COM
MKL
0.34%
COM
BP
0.34%
SPONSORED ADR
PFF
0.34%
U.S. PFD STK ETF
NEE
0.32%
COM
RDS/A
0.29%
SPONS ADR A
WTM
0.29%
COM
LSXMK
0.28%
COM C SIRIUSXM
CL
0.28%
COM
ZMH
0.27%
COM
MLM
0.26%
COM
LINTA
0.26%
INT COM SER A
DFA INTE...
0.25%
MUT
LBTYA
0.25%
SHS CL A
MCD
0.24%
COM
WY
0.23%
COM
PG
0.23%
COM
WH
0.2%
COM
TRTN
0.2%
CL A
DUK
0.2%
COM NEW
AB
0.19%
UNIT LTD PARTN
NATIONAL...
0.19%
COM
SU
0.19%
COM
WPX
0.19%
COM
ABT
0.18%
COM
LBRDK
0.18%
COM SER C
IBM
0.18%
COM
PEP
0.17%
COM
HBB
0.17%
CL A
DISCK
0.17%
COM SER C
LILAK
0.16%
COM CL C
WYN
0.16%
COM
SCHWAB S...
0.16%
MUT
BA
0.16%
COM
VZ
0.16%
COM
ENB
0.14%
COM
UDR
0.14%
COM
LSXMA
0.14%
COM A SIRIUSXM
AAPL
0.14%
COM
MDLZ
0.13%
CL A
SJR
0.13%
CL B CONV
OAKMARK ...
0.13%
MUT
NC
0.13%
CL A
LOCKHEED...
0.13%
COM
TD
0.13%
COM NEW
DODGE & ...
0.11%
MUT
HCA HOLD...
0.11%
COM
TMO
0.11%
COM
HIG
0.1%
COM
WMB
0.1%
COM
ABBV
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
NWSA
0.09%
CL A
MFC
0.09%
COM
XYL
0.08%
COM
CAH
0.08%
COM
LONGLEAF...
0.08%
MUT
CRIMSON ...
0.05%
COM
SJT
0.05%
UNIT BEN INT
NLY
0.05%
COM
FRANKLIN...
0.02%
MUT
XL
0.15%
COM