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Stock Style
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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
32
3
1
1
4
2
28
5
0
KUNTZ LESHER CAPITAL LLC

Time Period2017-12-31

Total Holdings133

Total Value ($x1000)404,660
Activities
New6

Increased49

Unchanged7

Decreased71

Sold Out20

Top 10 Stock Holdingstotal 42.63%
IEFA13

SCHX6.35

SCHM3.99

IVV3.8

VMBS3.56

 
SCHA2.75

SCHE2.72

IVW2.25

VGIT2.21

VCIT2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IEFA
13%
CORE MSCI EAFE
SCHX
6.35%
US LRG CAP ETF
SCHM
3.99%
US MID-CAP ETF
IVV
3.8%
CORE S&P500 ETF
VMBS
3.56%
MORTG-BACK SEC
SCHA
2.75%
US SML CAP ETF
SCHE
2.72%
EMRG MKTEQ ETF
IVW
2.25%
S&P 500 GRWT ETF
VGIT
2.21%
INT-TERM GOV
VCIT
2%
INT-TERM CORP
VO
1.96%
MID CAP ETF
IVE
1.94%
S&P 500 VAL ETF
MSFT
1.81%
COM
FB
1.77%
CL A
JNJ
1.74%
COM
GOOGL
1.68%
CAP STK CL A
IJR
1.67%
CORE S&P SCP ETF
AMZN
1.63%
COM
TMO
1.48%
COM
MA
1.46%
CL A
CVX
1.34%
COM
UNP
1.31%
COM
IEMG
1.16%
CORE MSCI EMKT
BRK.B
1.16%
CL B NEW
COST
1.09%
COM
AGZ
1.05%
AGENCY BOND ETF
ROP
1.03%
COM
LMT
0.91%
COM
MCD
0.91%
COM
DIS
0.91%
COM DISNEY
NVO
0.88%
ADR
AAPL
0.86%
COM
SCHF
0.83%
INTL EQTY ETF
XOM
0.79%
COM
SCHV
0.77%
US LCAP VA ETF
ADP
0.76%
COM
SCHG
0.73%
US LCAP GR ETF
MAA
0.64%
COM
HSIC
0.63%
COM
PG
0.6%
COM
SPY
0.6%
TR UNIT
IEI
0.6%
3-7 YR TR BD ETF
IJH
0.58%
CORE S&P MCP ETF
CELG
0.56%
COM
T
0.55%
COM
NKE
0.54%
CL B
AGG
0.52%
CORE TOTUSBD ETF
JPM
0.47%
COM
VXUS
0.47%
VG TL INTL STK F
SCHD
0.47%
US DIVIDEND EQ
VOO
0.45%
SHS
DHI
0.44%
COM
DWDP
0.44%
COM
BMY
0.4%
COM
BBT
0.39%
COM
URI
0.39%
COM
SCHZ
0.39%
US AGGREGATE B
MO
0.37%
COM
BLK
0.37%
COM
IWM
0.36%
RUSSELL 2000 ETF
MAS
0.34%
COM
MGA
0.33%
COM
HPQ
0.33%
COM
UNH
0.32%
COM
CFG
0.31%
COM
EMN
0.31%
COM
ABBV
0.31%
COM
ICE
0.31%
COM
STI
0.31%
COM
PRU
0.3%
COM
EW
0.3%
COM
QLTA
0.29%
A RATE CP BD ETF
IR
0.29%
SHS
USB
0.28%
COM NEW
SCHR
0.28%
INTRM TRM TRES
HOLX
0.27%
COM
WHR
0.26%
COM
MAR
0.25%
CL A
FULT
0.24%
COM
EOG
0.24%
COM
CL
0.24%
COM
VEA
0.22%
FTSE DEV MKT ETF
MKL
0.21%
COM
MBB
0.21%
MBS ETF
CSCO
0.21%
COM
UAA
0.21%
CL A
RSP
0.21%
GUG S&P500 EQ WT
VZ
0.21%
COM
PEP
0.2%
COM
PFE
0.2%
COM
HSY
0.2%
COM
ORCL
0.19%
COM
VOT
0.18%
MCAP GR IDXVIP
MTB
0.17%
COM
PDP
0.17%
DWA TECH LDRS
VTEB
0.16%
TAX-EXEMPT BD
SPLV
0.16%
S&P500 LOW VOL
VLO
0.15%
COM
FLXS
0.14%
COM
NSC
0.13%
COM
VBK
0.12%
SML CP GRW ETF
GD
0.12%
COM
FDN
0.12%
DJ INTERNT IDX
QTEC
0.12%
SHS
KO
0.12%
COM
EFA
0.11%
MSCI EAFE ETF
INTC
0.11%
COM
SCHB
0.11%
US BRD MKT ETF
IWR
0.11%
RUS MID-CAP ETF
VUG
0.11%
GROWTH ETF
VWO
0.11%
FTSE EMR MKT ETF
VBR
0.11%
SM CP VAL ETF
IXUS
0.1%
CORE MSCITOTAL
CMCSA
0.1%
CL A
VTV
0.09%
VALUE ETF
GOOG
0.09%
CAP STK CL C
TRV
0.08%
COM
ED
0.08%
COM
TFI
0.08%
NUVN BRCLY MUNI
WFC
0.07%
COM
GNMA
0.07%
GNMA BOND ETF
PM
0.07%
COM
V
0.07%
COM CL A
MMM
0.07%
COM
CME
0.07%
COM
BK
0.07%
COM
GE
0.06%
COM
IWV
0.06%
RUSSELL 3000 ETF
WRI
0.06%
SH BEN INT
CRM
0.06%
COM
BA
0.05%
COM
VIG
0.05%
DIV APP ETF
AMGN
0.05%
COM
ALL
0.14%
COM
GSK
0.12%
SPONSORED ADR
SCHW
0.11%
COM
RDS/A
0.09%
SPONS ADR A
HES
0.09%
COM
VOE
0.09%
MCAP VL IDXVIP
AYI
0.08%
COM
BAC
0.08%
COM
EXPE
0.07%
COM NEW
MRK
0.07%
COM
C
0.07%
COM NEW
LLY
0.07%
COM
AFL
0.07%
COM
SJNK
0.06%
SHT TRM HGH YLD
ABT
0.06%
COM
SDY
0.06%
S&P DIVID ETF
MDT
0.06%
SHS
HEI
0.06%
COM
BPL
0.06%
UNIT LTD PARTN
CYTR
< 0.01%
COM PAR $.001