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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.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
30
3
1
1
4
1
25
5
1
KUNTZ LESHER CAPITAL LLC

Time Period2018-12-31

Total Holdings124

Total Value ($x1000)433,351
Activities
New1

Increased42

Unchanged6

Decreased75

Sold Out3

Top 10 Stock Holdingstotal 47.87%
IEFA12.49

SCHX7.36

IVV5.76

VMBS4.83

SCHM4.41

 
SCHA2.94

VCIT2.71

SCHF2.71

SCHE2.45

IJR2.21

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
12.49%
CORE MSCI EAFE
SCHX
7.36%
US LRG CAP ETF
IVV
5.76%
CORE S&P500 ETF
VMBS
4.83%
MORTG-BACK SEC
SCHM
4.41%
US MID-CAP ETF
SCHA
2.94%
US SML CAP ETF
VCIT
2.71%
INT-TERM CORP
SCHF
2.71%
INTL EQTY ETF
SCHE
2.45%
EMRG MKTEQ ETF
IJR
2.21%
CORE S&P SCP ETF
VGIT
2.21%
INT-TERM GOV
IVW
1.86%
S&P 500 GRWT ETF
IJH
1.82%
CORE S&P MCP ETF
MSFT
1.78%
COM
AMZN
1.67%
COM
IEMG
1.65%
CORE MSCI EMKT
VO
1.5%
MID CAP ETF
IVE
1.48%
S&P 500 VAL ETF
JNJ
1.42%
COM
GOOGL
1.42%
CAP STK CL A
MA
1.34%
CL A
TMO
1.26%
COM
SCHV
1.17%
US LCAP VA ETF
AGZ
1.14%
AGENCY BOND ETF
SCHR
1.08%
INTRM TRM TRES
FB
1.05%
CL A
UNP
1.04%
COM
SCHG
0.99%
US LCAP GR ETF
IEI
0.96%
3-7 YR TR BD ETF
CVX
0.93%
COM
COST
0.89%
COM
BRK.B
0.88%
CL B NEW
SCHZ
0.87%
US AGGREGATE B
MBB
0.8%
MBS ETF
ROP
0.73%
COM
AAPL
0.7%
COM
MCD
0.7%
COM
QLTA
0.67%
A RATE CP BD ETF
NVO
0.62%
ADR
DIS
0.6%
COM DISNEY
ADP
0.55%
COM
VXUS
0.54%
VG TL INTL STK F
SPY
0.49%
TR UNIT
NKE
0.47%
CL B
XOM
0.47%
COM
PG
0.47%
COM
HSIC
0.46%
COM
SCHB
0.45%
US BRD MKT ETF
VOO
0.41%
SHS
MAA
0.41%
COM
EW
0.39%
COM
JPM
0.39%
COM
LMT
0.37%
COM
BBT
0.33%
COM
ICE
0.33%
COM
T
0.33%
COM
BMY
0.32%
COM
SCHD
0.31%
US DIVIDEND EQ
FULT
0.29%
COM
DWDP
0.29%
COM
IWM
0.29%
RUSSELL 2000 ETF
BLK
0.28%
COM
HOLX
0.28%
COM
HPQ
0.27%
COM
HSY
0.26%
COM
IR
0.26%
SHS
UAA
0.26%
CL A
MGA
0.23%
COM
PRU
0.23%
COM
UNH
0.23%
COM
CFG
0.23%
COM
USB
0.23%
COM NEW
MAS
0.22%
COM
URI
0.22%
COM
EMN
0.22%
COM
STI
0.21%
COM
EOG
0.21%
COM
LAMR
0.19%
CL A
MKL
0.18%
COM
ABBV
0.18%
COM
DHI
0.17%
COM
CWI
0.17%
MSCI ACWI EXUS
CL
0.15%
COM
AGG
0.15%
CORE TOTUSBD ETF
WHR
0.15%
COM
CSCO
0.15%
COM
PEP
0.14%
COM
CELG
0.13%
COM
VTEB
0.13%
TAX-EXEMPT BD
VZ
0.13%
COM
PFE
0.13%
COM
MAR
0.12%
CL A
MO
0.12%
COM
FDN
0.12%
DJ INTERNT IDX
MTB
0.12%
COM
VOT
0.1%
MCAP GR IDXVIP
QTEC
0.1%
SHS
VUG
0.1%
GROWTH ETF
INTC
0.1%
COM
RSP
0.1%
S&P500 EQL WGT
IWR
0.09%
RUS MID-CAP ETF
VBK
0.08%
SML CP GRW ETF
ORCL
0.08%
COM
GOOG
0.08%
CAP STK CL C
CME
0.08%
COM
VTV
0.08%
VALUE ETF
GD
0.08%
COM
CMCSA
0.07%
CL A
V
0.06%
COM CL A
FLXS
0.06%
COM
IXUS
0.06%
CORE MSCITOTAL
VBR
0.06%
SM CP VAL ETF
VLO
0.06%
COM
VWO
0.06%
FTSE EMR MKT ETF
BA
0.06%
COM
KO
0.06%
COM
NSC
0.06%
COM
BK
0.05%
COM
VEA
0.05%
FTSE DEV MKT ETF
MRK
0.05%
COM
AMGN
0.05%
COM
ABT
0.05%
COM
EFA
0.05%
MSCI EAFE ETF
VIG
0.05%
DIV APP ETF
WFC
0.05%
COM
TRV
0.05%
COM
MMM
0.04%
COM