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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
38
15
1
3
8
2
23
14
4
LAFFER INVESTMENTS

Time Period2018-12-31

Total Holdings183

Total Value ($x1000)338,314
Activities
New3

Increased15

Unchanged93

Decreased72

Sold Out11

Top 10 Stock Holdingstotal 15.64%
MSFT3.37

JPM1.91

MRK1.56

UNH1.51

AMGN1.37

 
MPC1.22

BDXA1.22

DIS1.19

DCUD1.17

1.12

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.37%
COM
JPM
1.91%
COM
MRK
1.56%
COM
UNH
1.51%
COM
AMGN
1.37%
COM
MPC
1.22%
COM
BDXA
1.22%
PFD SHS CONV A
DIS
1.19%
COM DISNEY
DCUD
1.17%
UNIT 08/15/2019
RED HAT ...
1.12%
CONVERTIBLE BOND
TXN
1.07%
COM
CCI/PA
1.07%
6.875% CON PFD A
SBUX
1%
COM
TMO
0.99%
COM
KSS
0.97%
COM
AAP
0.95%
COM
TJX
0.95%
COM
INTU
0.93%
COM
NRG
0.92%
COM NEW
PAYX
0.9%
COM
ADP
0.9%
COM
CHD
0.89%
COM
MMM
0.88%
COM
AXP
0.88%
COM
BOOKING ...
0.87%
CONVERTIBLE BOND
CSX
0.86%
COM
SWP
0.85%
UNIT 05/15/2020
QCOM
0.84%
COM
HUM
0.83%
COM
GWW
0.81%
COM
WFC/PL
0.81%
PERP PFD CNV A
VEREIT I...
0.81%
CONVERTIBLE BOND
VLO
0.8%
COM
XLNX
0.8%
COM
ILLUMINA...
0.79%
CONVERTIBLE BOND
AFL
0.77%
COM
SYY
0.76%
COM
FL
0.76%
COM
RSG
0.76%
COM
DEUTSCHE...
0.76%
CONVERTIBLE BOND
PM
0.76%
COM
SO
0.75%
COM
MOS
0.75%
COM
SRE
0.74%
COM
CAT
0.74%
COM
CMS
0.74%
COM
DE
0.74%
COM
TGT
0.73%
COM
NEW MOUN...
0.73%
CONVERTIBLE BOND
TPG SPEC...
0.72%
CONVERTIBLE BOND
GRMN
0.72%
SHS
SRE/PA
0.71%
6% PFD CONV A
WLTW
0.71%
SHS
ADI
0.71%
COM
BK
0.7%
COM
TSS
0.69%
COM
PNC
0.69%
COM
CNP
0.69%
COM
SCHW
0.68%
COM
TCP CAPI...
0.68%
CONVERTIBLE BOND
CNP/PB
0.68%
DEP RP PFD CV B
ED
0.68%
COM
A
0.67%
COM
IFFT
0.66%
UNIT 09/15/2021
HERCULES...
0.65%
CONVERTIBLE BOND
FAST
0.65%
COM
HCN/PI
0.65%
6.50% PFD PREPET
SPIRIT R...
0.65%
CONVERTIBLE BOND
JWN
0.65%
COM
HANNON A...
0.65%
CONVERTIBLE BOND
BBT
0.65%
COM
AME
0.64%
COM
MAR
0.64%
CL A
NXP SEMI...
0.64%
CONVERTIBLE BOND
HRB
0.63%
COM
AIZP
0.62%
6.50% CONV PFD D
CSG SYST...
0.61%
CONVERTIBLE BOND
FTV/PA
0.6%
5% PFD CNV SER A
VIAB
0.6%
CL B
MTB
0.6%
COM
IFF
0.59%
COM
KSU
0.58%
COM NEW
APC
0.58%
COM
ARES CAP...
0.58%
CONVERTIBLE BOND
JCI
0.58%
SHS
KLAC
0.57%
COM
STZ
0.57%
CL A
CITRIX I...
0.56%
CONVERTIBLE BOND
PRU
0.55%
COM
MRO
0.55%
COM
WU
0.54%
COM
ABC
0.54%
COM
INTERDIG...
0.53%
CONVERTIBLE BOND
RF
0.53%
COM
ZION
0.53%
COM
JBHT
0.53%
COM
T
0.53%
COM
CMA
0.53%
COM
EMN
0.52%
COM
KEY
0.51%
COM
ON SEMIC...
0.51%
CONVERTIBLE BOND
PHM
0.5%
COM
ARE/PD
0.5%
PFD CONV SER D
PBCT
0.5%
COM
AMAT
0.5%
COM
WMB
0.49%
COM
CFG
0.48%
COM
CPB
0.48%
COM
SEE
0.48%
COM
BHGE
0.47%
CL A
BUNGE LT...
0.47%
CONVERTIBLE PREFERRED STOCK
CAH
0.47%
COM
SWKS
0.47%
COM
DHI
0.46%
COM
AOS
0.46%
COM
HES/PA
0.45%
DEP PDF SR A
PKG
0.44%
COM
SJIU
0.44%
UNIT 99/99/9999
AMP
0.44%
COM
JEF
0.42%
COM
AMG CAPI...
0.42%
CONVERTIBLE PREFERRED STOCK
LEN
0.41%
CL A
HAL
0.4%
COM
XRAY
0.39%
COM
RRC
0.37%
COM
MICRON T...
0.36%
CONVERTIBLE BOND
PNR
0.35%
SHS
UNM
0.35%
COM
STARWOOD...
0.34%
CONVERTIBLE BOND
ARCONINC...
0.28%
CONVERTIBLE BOND
SPY
0.28%
TR UNIT
DYCOM IN...
0.27%
CONVERTIBLE BOND
CVS
0.25%
COM
CSCO
0.25%
COM
PFE
0.23%
COM
NVT
0.21%
SHS
AVGO
0.2%
COM
PEP
0.2%
COM
JNJ
0.2%
COM
LADR
0.19%
CL A
WPC
0.19%
COM
SIX
0.18%
COM
ARCC
0.18%
COM
UPS
0.17%
CL B
BCE
0.17%
COM NEW
RIO
0.16%
SPONSORED ADR
LYB
0.16%
SHS - A -
MO
0.16%
COM
OKE
0.16%
COM
CWB
0.16%
BRC CNV SECS ETF
FLOT
0.15%
FLTG RATE BD ETF
HEWG
0.14%
HDG MSCI GERMN
EWQ
0.13%
MSCI FRANCE ETF
HEWC
0.13%
MSCI CDA ETF
NTB
0.13%
SHS NEW
EWT
0.13%
MSCI TAIWAN ETF
HEWY
0.13%
MSCI SO KOREA
NEE
0.13%
COM
NORW
0.12%
GLOB X NOR ETF
SLQD
0.12%
0-5YR INVT GR CP
MBB
0.11%
MBS ETF
CSJ
0.1%
1-3 YR CR BD ETF
D
0.1%
COM
CCI
0.1%
COM
BA
0.1%
COM
EPR/PE
0.09%
CONV PFD 9% SR E
DVY
0.09%
SELECT DIVID ETF
DIGITAL ...
0.09%
PREFERRED STOCK
MORGAN S...
0.08%
PREFERRED STOCK
NUSTAR L...
0.08%
PREFERRED STOCK
CITIGROU...
0.08%
PREFERRED STOCK
KMI
0.08%
COM
ENERGY T...
0.07%
PREFERRED STOCK
CLYH
0.06%
INT RT HD 10YR
FLHY
0.06%
LIBERTY HI YLD
VCSH
0.05%
SHRT TRM CORP BD
BELDEN I...
0.05%
CONVERTIBLE PREFERRED STOCK
FLTR
0.05%
INVT GRADE FLTG
LQD
0.05%
IBOXX INV CP ETF
HYG
0.04%
IBOXX HI YD ETF
GSY
0.03%
ULTRA SHRT DUR
ICVT
0.03%
CONV BD ETF
TIP
0.01%
TIPS BD ETF
WFC
1.18%
COM
C
1.04%
COM NEW
AET
0.78%
COM
CA
0.75%
COM
GS
0.72%
COM
MAT
0.55%
COM
RPM INTE...
0.49%
CONVERTIBLE BOND
WHR
0.4%
COM
NBR/PA
0.11%
6% PFD CNV SR A
EQM
0.07%
UNIT LTD PARTN
RYAM/PA
0.05%
PFD CV SER A