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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
33
3
1
1
4
1
27
5
0
KUNTZ LESHER CAPITAL LLC

Time Period2018-03-31

Total Holdings130

Total Value ($x1000)422,843
Activities
New1

Increased58

Unchanged7

Decreased64

Sold Out4

Top 10 Stock Holdingstotal 45.71%
IEFA14.15

SCHX6.56

VMBS4.4

IVV4.38

SCHM4.08

 
SCHE2.93

SCHA2.84

VGIT2.21

IVW2.12

VCIT2.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
14.15%
CORE MSCI EAFE
SCHX
6.56%
US LRG CAP ETF
VMBS
4.4%
MORTG-BACK SEC
IVV
4.38%
CORE S&P500 ETF
SCHM
4.08%
US MID-CAP ETF
SCHE
2.93%
EMRG MKTEQ ETF
SCHA
2.84%
US SML CAP ETF
VGIT
2.21%
INT-TERM GOV
IVW
2.12%
S&P 500 GRWT ETF
VCIT
2.04%
INT-TERM CORP
VO
1.94%
MID CAP ETF
IJR
1.85%
CORE S&P SCP ETF
AMZN
1.82%
COM
IVE
1.78%
S&P 500 VAL ETF
MSFT
1.76%
COM
GOOGL
1.51%
CAP STK CL A
MA
1.51%
CL A
JNJ
1.51%
COM
FB
1.44%
CL A
TMO
1.4%
COM
IEMG
1.32%
CORE MSCI EMKT
IJH
1.24%
CORE S&P MCP ETF
UNP
1.13%
COM
CVX
1.1%
COM
AGZ
1.05%
AGENCY BOND ETF
BRK.B
0.98%
CL B NEW
SCHV
0.97%
US LCAP VA ETF
ROP
0.97%
COM
COST
0.96%
COM
SCHG
0.94%
US LCAP GR ETF
SCHF
0.93%
INTL EQTY ETF
AAPL
0.81%
COM
LMT
0.76%
COM
NVO
0.74%
ADR
MCD
0.72%
COM
DIS
0.7%
COM DISNEY
XOM
0.65%
COM
SCHZ
0.65%
US AGGREGATE B
ADP
0.61%
COM
IEI
0.61%
3-7 YR TR BD ETF
SCHR
0.59%
INTRM TRM TRES
SPY
0.56%
TR UNIT
NKE
0.49%
CL B
HSIC
0.49%
COM
JPM
0.48%
COM
PG
0.47%
COM
MAA
0.46%
COM
T
0.46%
COM
VOO
0.45%
SHS
BMY
0.42%
COM
VXUS
0.42%
VG TL INTL STK F
SCHD
0.4%
US DIVIDEND EQ
URI
0.39%
COM
BBT
0.38%
COM
BLK
0.38%
COM
DWDP
0.38%
COM
QLTA
0.38%
A RATE CP BD ETF
EW
0.37%
COM
EMN
0.35%
COM
IWM
0.33%
RUSSELL 2000 ETF
HPQ
0.33%
COM
ICE
0.33%
COM
MGA
0.32%
COM
CFG
0.32%
COM
STI
0.32%
COM
MAS
0.31%
COM
DHI
0.3%
COM
CELG
0.29%
COM
MBB
0.28%
MBS ETF
PRU
0.28%
COM
IR
0.27%
SHS
USB
0.27%
COM NEW
UNH
0.27%
COM
HOLX
0.25%
COM
EOG
0.25%
COM
ABBV
0.25%
COM
UAA
0.25%
CL A
MO
0.24%
COM
WHR
0.24%
COM
FULT
0.24%
COM
CL
0.22%
COM
VEA
0.21%
FTSE DEV MKT ETF
MKL
0.21%
COM
MAR
0.19%
CL A
CSCO
0.18%
COM
VTEB
0.18%
TAX-EXEMPT BD
PEP
0.17%
COM
VZ
0.17%
COM
PDP
0.17%
DWA TECH LDRS
PFE
0.17%
COM
HSY
0.16%
COM
MTB
0.16%
COM
SPLV
0.15%
S&P500 LOW VOL
VOT
0.15%
MCAP GR IDXVIP
SCHB
0.15%
US BRD MKT ETF
AGG
0.14%
CORE TOTUSBD ETF
GD
0.13%
COM
ORCL
0.13%
COM
VUG
0.13%
GROWTH ETF
FDN
0.13%
DJ INTERNT IDX
INTC
0.12%
COM
QTEC
0.12%
SHS
FLXS
0.12%
COM
VWO
0.11%
FTSE EMR MKT ETF
VBK
0.1%
SML CP GRW ETF
VLO
0.1%
COM
IWR
0.09%
RUS MID-CAP ETF
KO
0.09%
COM
IXUS
0.09%
CORE MSCITOTAL
EFA
0.09%
MSCI EAFE ETF
VTV
0.09%
VALUE ETF
NSC
0.09%
COM
GOOG
0.08%
CAP STK CL C
CMCSA
0.08%
CL A
VBR
0.08%
SM CP VAL ETF
TRV
0.08%
COM
BA
0.07%
COM
TFI
0.07%
NUVN BRCLY MUNI
MMM
0.07%
COM
CME
0.07%
COM
V
0.07%
COM CL A
BK
0.06%
COM
WFC
0.06%
COM
PM
0.06%
COM
CRM
0.06%
COM
IWV
0.06%
RUSSELL 3000 ETF
VIG
0.06%
DIV APP ETF
ITW
0.05%
COM
ED
0.05%
COM
GE
0.04%
COM
RSP
0.21%
GUG S&P500 EQ WT
GNMA
0.07%
GNMA BOND ETF
WRI
0.06%
SH BEN INT
AMGN
0.05%
COM