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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
30
3
1
1
4
1
26
5
1
KUNTZ LESHER CAPITAL LLC

Time Period2019-03-31

Total Holdings127

Total Value ($x1000)510,827
Activities
New6

Increased53

Unchanged5

Decreased63

Sold Out3

Top 10 Stock Holdingstotal 49.22%
IEFA12.29

SCHX7.84

IVV6.55

SCHM4.76

VMBS3.94

 
SCHF3.42

SCHA3.2

VCIT2.68

IJR2.27

SCHE2.27

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
12.29%
CORE MSCI EAFE
SCHX
7.84%
US LRG CAP ETF
IVV
6.55%
CORE S&P500 ETF
SCHM
4.76%
US MID-CAP ETF
VMBS
3.94%
MORTG-BACK SEC
SCHF
3.42%
INTL EQTY ETF
SCHA
3.2%
US SML CAP ETF
VCIT
2.68%
INT-TERM CORP
IJR
2.27%
CORE S&P SCP ETF
SCHE
2.27%
EMRG MKTEQ ETF
IJH
2.08%
CORE S&P MCP ETF
VGIT
1.92%
INT-TERM GOV
IEMG
1.89%
CORE MSCI EMKT
MSFT
1.72%
COM
IVW
1.7%
S&P 500 GRWT ETF
AMZN
1.63%
COM
VO
1.44%
MID CAP ETF
IVE
1.43%
S&P 500 VAL ETF
MA
1.38%
CL A
GOOGL
1.35%
CAP STK CL A
JNJ
1.31%
COM
TMO
1.27%
COM
SCHV
1.16%
US LCAP VA ETF
AGZ
1.13%
AGENCY BOND ETF
UNP
1.04%
COM
IEI
1.02%
3-7 YR TR BD ETF
SCHR
1%
INTRM TRM TRES
SCHG
1%
US LCAP GR ETF
MBB
0.99%
MBS ETF
DIS
0.97%
COM DISNEY
CVX
0.89%
COM
COST
0.88%
COM
SCHZ
0.86%
US AGGREGATE B
ROP
0.78%
COM
AAPL
0.74%
COM
BRK.B
0.7%
CL B NEW
QLTA
0.66%
A RATE CP BD ETF
MCD
0.62%
COM
SCHB
0.57%
US BRD MKT ETF
ADP
0.56%
COM
SPY
0.55%
TR UNIT
NVO
0.54%
ADR
XOM
0.49%
COM
VXUS
0.46%
VG TL INTL STK F
NKE
0.45%
CL B
PG
0.45%
COM
EW
0.4%
COM
MAA
0.36%
COM
JPM
0.34%
COM
VOO
0.34%
SHS
IWM
0.33%
RUSSELL 2000 ETF
LMT
0.32%
COM
FB
0.31%
CL A
T
0.31%
COM
BBT
0.31%
COM
HSIC
0.3%
COM
ICE
0.28%
COM
SCHD
0.28%
US DIVIDEND EQ
HOLX
0.28%
COM
UAA
0.27%
CL A
BMY
0.26%
COM
IR
0.26%
SHS
MAS
0.26%
COM
DWDP
0.26%
COM
CWI
0.25%
MSCI ACWI EXUS
BLK
0.25%
COM
HSY
0.25%
COM
FULT
0.25%
COM
PRU
0.23%
COM
HPQ
0.22%
COM
CFG
0.21%
COM
URI
0.21%
COM
MGA
0.21%
COM
STI
0.21%
COM
USB
0.2%
COM NEW
EOG
0.2%
COM
UNH
0.19%
COM
EMN
0.19%
COM
LAMR
0.19%
CL A
WHR
0.16%
COM
CELG
0.16%
COM
DHI
0.16%
COM
VUG
0.15%
GROWTH ETF
AGG
0.15%
CORE TOTUSBD ETF
CSCO
0.15%
COM
CL
0.15%
COM
MKL
0.15%
COM
PEP
0.14%
COM
ABBV
0.14%
COM
VZ
0.12%
COM
FDN
0.12%
DJ INTERNT IDX
IWR
0.12%
RUS MID-CAP ETF
EFA
0.11%
MSCI EAFE ETF
MAR
0.11%
CL A
VOT
0.11%
MCAP GR IDXVIP
MO
0.1%
COM
QTEC
0.1%
SHS
MTB
0.1%
COM
PFE
0.1%
COM
MMC
0.1%
COM
INTC
0.1%
COM
VTEB
0.1%
TAX-EXEMPT BD
BA
0.09%
COM
VBK
0.09%
SML CP GRW ETF
ORCL
0.08%
COM
GOOG
0.08%
CAP STK CL C
VTV
0.07%
VALUE ETF
GD
0.07%
COM
RSP
0.07%
S&P500 EQL WGT
CMCSA
0.07%
CL A
VEA
0.07%
FTSE DEV MKT ETF
V
0.07%
COM CL A
VWO
0.06%
FTSE EMR MKT ETF
CME
0.06%
COM
NSC
0.06%
COM
FLXS
0.06%
COM
CVET
0.06%
COM
IWV
0.05%
RUSSELL 3000 ETF
VLO
0.05%
COM
VBR
0.05%
SM CP VAL ETF
BK
0.05%
COM
ABT
0.05%
COM
MRK
0.05%
COM
KO
0.04%
COM
IWF
0.04%
RUS 1000 GRW ETF
MMM
0.04%
COM
BND
0.04%
TOTAL BND MRKT
IXUS
0.06%
CORE MSCITOTAL
AMGN
0.05%
COM
VIG
0.05%
DIV APP ETF