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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
96
17
31
4
9
4
51
21
59
LEE FINANCIAL CO

Time Period2019-06-30

Total Holdings534

Total Value ($x1000)442,829
Activities
New30

Increased79

Unchanged366

Decreased59

Sold Out20

Top 10 Stock Holdingstotal 58.32%
IJH16.45

STIP7.33

IVV6.53

ISTB5.65

IEV4.83

 
IJR4.73

AGG3.72

SCHM3.24

EZU2.96

IEMG2.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
16.45%
CORE S&P MCP ETF
STIP
7.33%
0-5 YR TIPS ETF
IVV
6.53%
CORE S&P500 ETF
ISTB
5.65%
CORE STRM USBD
IEV
4.83%
EUROPE ETF
IJR
4.73%
CORE S&P SCP ETF
AGG
3.72%
CORE TOTUSBD ETF
SCHM
3.24%
US MID-CAP ETF
EZU
2.96%
EMU ETF
IEMG
2.88%
CORE MSCI EMKT
AMJ
2.52%
ALERIAN ML ETN
SCHX
2.1%
US LRG CAP ETF
DVY
1.91%
SELECT DIVID ETF
SCHA
1.76%
US SML CAP ETF
NTG
1.62%
COM
SCHP
1.27%
US TIPS ETF
SCHE
1.24%
EMRG MKTEQ ETF
BSM
1.12%
PRN
IEFA
1.11%
CORE MSCI EAFE
AAPL
0.97%
COM
SCHZ
0.88%
US AGGREGATE B
XLE
0.86%
SBI INT-ENERGY
IFSM
0.82%
DEVSMCP EXNA ETF
KRP
0.74%
UNIT
IVW
0.67%
S&P 500 GRWT ETF
SCHF
0.66%
INTL EQTY ETF
MSFT
0.61%
COM
ACWI
0.58%
MSCI ACWI ETF
EMB
0.57%
JP MOR EM MK ETF
IBDS
0.43%
IBONDS ETF
NEE
0.43%
COM
CSCO
0.4%
COM
MRK
0.4%
COM
UNH
0.39%
COM
AMT
0.38%
COM
LMT
0.38%
COM
KMI
0.36%
COM
CVA
0.34%
COM
AVGO
0.34%
COM
AMGN
0.33%
COM
ECL
0.32%
COM
LIN
0.31%
COM
PAYX
0.31%
COM
XOM
0.31%
COM
BRK.B
0.3%
CL B NEW
RWR
0.3%
DJ REIT ETF
QSR
0.29%
COM
ETE
0.29%
COM UT LTD PTN
CME
0.28%
COM
SIX
0.28%
COM
CONE
0.27%
COM
ABBV
0.27%
COM
NEP
0.26%
COM UNIT PART IN
EPD
0.26%
COM
ORI
0.25%
COM
PM
0.25%
COM
WSO
0.25%
COM
BP
0.24%
SPONSORED ADR
BR
0.24%
COM
OKE
0.24%
COM
SCZ
0.23%
EAFE SML CP ETF
STAG
0.23%
COM
CIU
0.23%
INTERM CR BD ETF
MA
0.22%
CL A
VNOM
0.21%
COM UNT RP INT
PACW
0.2%
COM
KYN
0.2%
COM
MCHP
0.2%
COM
T
0.17%
COM
FHB
0.17%
COM
RQI
0.17%
COM
MIC
0.17%
MEMBERSHIP INT
DMLP
0.16%
COM UNIT
DRI
0.16%
COM
IBDR
0.16%
IBONDS DEC2026
KAR
0.16%
COM
IBDQ
0.16%
IBND DEC25 ETF
IBDP
0.15%
IBND DEC24 ETF
SUN
0.15%
COM U REP LP
AGNC
0.15%
COM
IBML
0.15%
IBONDS DEC2023
NEM
0.14%
COM
BA
0.12%
COM
ITM
0.12%
AMT FREE INT ETF
VBTX
0.11%
COM
FB
0.11%
CL A
IWF
0.11%
RUS 1000 GRW ETF
VTI
0.11%
TOTAL STK MKT
GEL
0.1%
UNIT LTD PARTN
APC
0.1%
COM
IWD
0.1%
RUS 1000 VAL ETF
BPL
0.09%
UNIT LTD PARTN
V
0.09%
COM CL A
ORCL
0.08%
COM
PAA
0.08%
UNIT LTD PARTN
SHV
0.08%
SHRT TRS BD ETF
GOOGL
0.08%
CAP STK CL A
WMT
0.08%
COM
BAC/PL
0.08%
7.25%CNV PFD L
VZ
0.08%
COM
LUV
0.08%
COM
FGEN
0.07%
COM
HD
0.07%
COM
BRK.A
0.07%
CL A
BND
0.07%
TOTAL BND MRKT
STZ
0.07%
CL A
FLOT
0.07%
FLTG RATE BD ETF
GLD
0.07%
GOLD SHS
HCA
0.07%
COM
AMZN
0.06%
COM
SPY
0.06%
TR UNIT
HEP
0.06%
COM UT LTD PTN
SHYG
0.06%
0-5YR HI YL CP
LEN
0.06%
CL A
EFA
0.06%
MSCI EAFE ETF
IBMK
0.06%
IBONDS DEC 22
IBMJ
0.06%
IBONDS DEC 21
VCSH
0.06%
SHRT TRM CORP BD
ENLC
0.06%
COM UNIT REP LTD
TCP
0.06%
UT COM LTD PRT
ABT
0.05%
COM
AMID
0.05%
COM UNITS
VB
0.05%
SMALL CP ETF
GLW
0.05%
COM
RETA
0.05%
CL A
CXO
0.04%
COM
PFE
0.04%
COM
CVX
0.04%
COM
MMP
0.04%
COM UNIT RP LP
JPM
0.04%
COM
WLL
0.04%
COM NEW
LVS
0.04%
COM
CSX
0.04%
COM
HON
0.04%
COM
IEP
0.04%
DEPOSITARY UNIT
SCHH
0.04%
US REIT ETF
BAC
0.04%
COM
IBMI
0.04%
IBONDS SEP2020
MUAH
0.04%
19 AMT-FREE MN
PFO
0.04%
COM
LLY
0.03%
COM
AGLE
0.03%
COM
NFLX
0.03%
COM
GOOG
0.03%
CAP STK CL C
ATEC
0.03%
COM NEW
COST
0.03%
COM
CRM
0.03%
COM
MPLX
0.03%
COM UNIT REP LTD
JNJ
0.03%
COM
TXN
0.03%
COM
PEP
0.03%
COM
WES
0.03%
COM UNIT LP IN
WMB
0.03%
COM
TWLO
0.03%
CL A
SBR
0.03%
UNIT BEN INT
TPL
0.03%
SUB CTF PROP I T
BX
0.03%
COM UNIT LTD
MPC
0.03%
COM
IFF
0.02%
COM
HST
0.02%
COM
DIS
0.02%
COM DISNEY
EXP
0.02%
COM
SM
0.02%
COM
QQQ
0.02%
UNIT SER 1
LULU
0.02%
COM
EQM
0.02%
UNIT LTD PARTN
AETI
0.02%
COM
CHKP
0.02%
ORD
INTC
0.02%
COM
HAL
0.02%
COM
CAPL
0.02%
UT LTD PTN INT
DEO
0.02%
SPON ADR NEW
APA
0.02%
COM
DVYA
0.02%
ASIA/PAC DIV ETF
SIBN
0.02%
COM
DGRO
0.02%
CORE DIV GRWTH
MCD
0.02%
COM
SDOG
0.02%
SECTR DIV DOGS
XLNX
0.02%
COM
VOD
0.02%
SPNSR ADR NO PAR
AEP
0.02%
COM
SBPH
0.02%
COM
PSXP
0.02%
COM UNIT REP INT
KO
0.02%
COM
PG
0.02%
COM
VO
0.02%
MID CAP ETF
AM
0.01%
UNT LTD PARTN
WFC
0.01%
COM
RF
0.01%
COM
SPHQ
0.01%
S&P500 QUALITY
DUK
0.01%
COM NEW
RDS/A
0.01%
SPONS ADR A
NVS
0.01%
SPONSORED ADR
GLNG
0.01%
SHS
SHLX
0.01%
UNIT LTD INT
TTI
0.01%
COM
SO
0.01%
COM
PH
0.01%
COM
AES
0.01%
COM
ANDX
0.01%
UNIT LP INT
IRBT
0.01%
COM
VBR
0.01%
SM CP VAL ETF
KMB
0.01%
COM
GIS
0.01%
COM
AEE
0.01%
COM
ETR
0.01%
COM
TRGP
0.01%
COM
MO
0.01%
COM
CLX
0.01%
COM
FEI
0.01%
COM
TEGP
0.01%
CL A
LNG
0.01%
COM NEW
OXY
0.01%
COM
LRCX
0.01%
COM
FOR
0.01%
COM
GWPH
0.01%
ADS
LOW
0.01%
COM
COP
0.01%
COM
AFIN
0.01%
COM CLASS A
CGC
0.01%
COM
CL
0.01%
COM
FAST
0.01%
COM
C
0.01%
COM NEW
SCI
0.01%
COM
FNDB
0.01%
SCHWAB FDT US BM
CVS
0.01%
COM
CHD
0.01%
COM
ANTM
0.01%
COM
BSCM
0.01%
BULSHS 2022 CB
SHY
0.01%
1-3 YR TR BD ETF
IWP
0.01%
RUS MD CP GR ETF
LARE
0.01%
TIERRA XP LATIN
HYG
0.01%
IBOXX HI YD ETF
CLR
0.01%
COM
TRV
0.01%
COM
BABA
0.01%
SPONSORED ADS
SBSI
0.01%
COM
SMDV
0.01%
RUSS 2000 DIVD
UTX
0.01%
COM
SIRI
0.01%
COM
CMCSA
0.01%
CL A
RH
0.01%
COM
VNQ
0.01%
REIT ETF
YETI
0.01%
COM
CAT
0.01%
COM
BLK
0.01%
COM
PB
0.01%
COM
ITEQ
0.01%
BLUESTAR TA BIG
HRC
0.01%
COM
TGT
0.01%
COM
MDLZ
0.01%
CL A
BTT
0.01%
COM SHS BEN IN
MKTX
0.01%
COM
ZBRA
< 0.01%
CL A
EEMS
< 0.01%
EM MKT SM-CP ETF
TRN
< 0.01%
COM
PSX
< 0.01%
COM
XLV
< 0.01%
SBI HEALTHCARE
VXUS
< 0.01%
VG TL INTL STK F
RTN
< 0.01%
COM NEW
TBT
< 0.01%
PSHS ULTSH 20YRS
BAH
< 0.01%
CL A
WST
< 0.01%
COM
RPM
< 0.01%
COM
IT
< 0.01%
COM
M
< 0.01%
COM
RSXJ
< 0.01%
RUSSIA SMALL CAP
EXPO
< 0.01%
COM
CHRW
< 0.01%
COM NEW
GSK
< 0.01%
SPONSORED ADR
BPMP
< 0.01%
UNIT LTD PTNR
WM
< 0.01%
COM
ROLL
< 0.01%
COM
IWO
< 0.01%
RUS 2000 GRW ETF
ECA
< 0.01%
COM
ENB
< 0.01%
COM
IWM
< 0.01%
RUSSELL 2000 ETF
PRF
< 0.01%
FTSE RAFI 1000
TLRY
< 0.01%
COM CL 2
STE
< 0.01%
SHS USD
APU
< 0.01%
UNIT L P INT
YUM
< 0.01%
COM
EW
< 0.01%
COM
EDIT
< 0.01%
COM
GDI
< 0.01%
COM
SSNC
< 0.01%
COM
GLP
< 0.01%
COM UNITS
OIH
< 0.01%
OIL SVCS ETF
CDW
< 0.01%
COM
TTC
< 0.01%
COM
VTEB
< 0.01%
TAX-EXEMPT BD
BMO
< 0.01%
COM
SUI
< 0.01%
COM
NOC
< 0.01%
COM
ACC
< 0.01%
COM
ACWV
< 0.01%
CNTRY MIN VL ETF
IBM
< 0.01%
COM
VUG
< 0.01%
GROWTH ETF
GM
< 0.01%
COM
CTLT
< 0.01%
COM
IP
< 0.01%
COM
ICUI
< 0.01%
COM
FIVE
< 0.01%
COM
ITW
< 0.01%
COM
PVL
< 0.01%
TR UNIT
MTDR
< 0.01%
COM
GS
< 0.01%
COM
CGNX
< 0.01%
COM
GD
< 0.01%
COM
DXJS
< 0.01%
JPN SCAP HDG EQT
VMW
< 0.01%
CL A COM
DORM
< 0.01%
COM
EQAL
< 0.01%
RUSEL 1000 EQL
EQL
< 0.01%
EQUAL SEC ETF
ANSS
< 0.01%
COM
NTAP
< 0.01%
COM
KWR
< 0.01%
COM
FV
< 0.01%
DORSEY WRT 5 ETF
ACA
< 0.01%
COM
FVD
< 0.01%
SHS
HXL
< 0.01%
COM
RPD
< 0.01%
COM
PNFP
< 0.01%
COM
OGS
< 0.01%
COM
PINC
< 0.01%
CL A
SLAB
< 0.01%
COM
PENN
< 0.01%
COM
SU
< 0.01%
COM
IVE
< 0.01%
S&P 500 VAL ETF
WAL
< 0.01%
COM
BIO
< 0.01%
CL A
VOO
< 0.01%
SHS
UNIT
< 0.01%
COM
MXIM
< 0.01%
COM
SBNY
< 0.01%
COM
AMAT
< 0.01%
COM
BURL
< 0.01%
COM
NVDA
< 0.01%
COM
MTN
< 0.01%
COM
GGG
< 0.01%
COM
HDB
< 0.01%
ADR REPS 3 SHS
NDSN
< 0.01%
COM
NBLX
< 0.01%
COM UNIT REPST
POR
< 0.01%
COM NEW
CVCO
< 0.01%
COM
JRVR
< 0.01%
COM
LAD
< 0.01%
CL A
POOL
< 0.01%
COM
CNC
< 0.01%
COM
CRI
< 0.01%
COM
PII
< 0.01%
COM
WAB
< 0.01%
COM
AVY
< 0.01%
COM
BERY
< 0.01%
COM
ARLP
< 0.01%
UT LTD PART
OGE
< 0.01%
COM
TXRH
< 0.01%
COM
PRFZ
< 0.01%
FTSE RAFI 1500
RBA
< 0.01%
COM
DEA
< 0.01%
COM
LOPE
< 0.01%
COM
ACHC
< 0.01%
COM
FNDF
< 0.01%
SCHWB FDT INT LG
FM
< 0.01%
MSCI FRNTR100ETF
TYL
< 0.01%
COM
COR
< 0.01%
COM
WBS
< 0.01%
COM
EA
< 0.01%
COM
SPLV
< 0.01%
S&P500 LOW VOL
EPAM
< 0.01%
COM
SYY
< 0.01%
COM
INN
< 0.01%
COM
DJP
< 0.01%
DJUBS CMDT ETN36
NBIX
< 0.01%
COM
DOC
< 0.01%
COM
MAA
< 0.01%
COM
TJX
< 0.01%
COM
SON
< 0.01%
COM
STI
< 0.01%
COM
BJRI
< 0.01%
COM
JAZZ
< 0.01%
SHS USD
POWI
< 0.01%
COM
BMY
< 0.01%
COM
MIDD
< 0.01%
COM
TMO
< 0.01%
COM
VLO
< 0.01%
COM
NS
< 0.01%
UNIT COM
ENV
< 0.01%
COM
D
< 0.01%
COM
CHFC
< 0.01%
COM
AOR
< 0.01%
GRWT ALLOCAT ETF
JEF
< 0.01%
COM
GBCI
< 0.01%
COM
LECO
< 0.01%
COM
VEA
< 0.01%
FTSE DEV MKT ETF
FELP
< 0.01%
COM UNT RP INT
ACB
< 0.01%
COM
LEA
< 0.01%
COM NEW
ATR
< 0.01%
COM
ALL
< 0.01%
COM
FNDE
< 0.01%
SCHWB FDT EMK LG
F
< 0.01%
COM PAR $0.01
DAL
< 0.01%
COM NEW
SOXX
< 0.01%
PHLX SEMICND ETF
LNC
< 0.01%
COM
REGN
< 0.01%
COM
PE
< 0.01%
CL A
MMC
< 0.01%
COM
ANET
< 0.01%
COM
PAYC
< 0.01%
COM
XLF
< 0.01%
SBI INT-FINL
RGR
< 0.01%
COM
WBA
< 0.01%
COM
PODD
< 0.01%
COM
HBAN
< 0.01%
COM
DPM
< 0.01%
COM UT LTD PTN
NKE
< 0.01%
CL B
RYH
< 0.01%
S&P500 EQL HLT
CRK
< 0.01%
COM
NOV
< 0.01%
COM
ENTG
< 0.01%
COM
SNDR
< 0.01%
CL B
DELL
< 0.01%
CL C
AIG
< 0.01%
COM NEW
CPE
< 0.01%
COM
PNC
< 0.01%
COM
BK
< 0.01%
COM
MRO
< 0.01%
COM
DLTR
< 0.01%
COM
AGN
< 0.01%
SHS
EIX
< 0.01%
COM
EQR
< 0.01%
SH BEN INT
VIS
< 0.01%
INDUSTRIAL ETF
TCS
< 0.01%
COM
PFF
< 0.01%
U.S. PFD STK ETF
FTY
< 0.01%
REAL EST 50 ETF
ADM
< 0.01%
COM
CEQP
< 0.01%
UNIT LTD PARTNER
BIIB
< 0.01%
COM
APAM
< 0.01%
CL A
BBT
< 0.01%
COM
ACN
< 0.01%
SHS CLASS A
LEN/B
< 0.01%
CL B
COF
< 0.01%
COM
ACWF
< 0.01%
FCTSL MSCI GLB
CHTR
< 0.01%
CL A
FIS
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
CAH
< 0.01%
COM
DGX
< 0.01%
COM
FNDC
< 0.01%
SCHWB FDT INT SC
UNP
< 0.01%
COM
HES
< 0.01%
COM
UNG
< 0.01%
UNIT PAR
ROL
< 0.01%
COM
KBE
< 0.01%
S&P BK ETF
CHL
< 0.01%
SPONSORED ADR
DRQ
< 0.01%
COM
EBAY
< 0.01%
COM
CRSP
< 0.01%
NAMEN AKT
EMLC
< 0.01%
JP MORGAN MKTS
SCHC
< 0.01%
INTL SCEQT ETF
BKEP
< 0.01%
COM UNIT
IR
< 0.01%
SHS
ETN
< 0.01%
SHS
QCOM
< 0.01%
COM
LW
< 0.01%
COM
CI
< 0.01%
COM
WEC
< 0.01%
COM
EFAV
< 0.01%
EAFE MIN VOL ETF
MIK
< 0.01%
COM
HUM
< 0.01%
COM
MS
< 0.01%
COM NEW
RCD
< 0.01%
S&P500 EQL DIS
RYT
< 0.01%
S&P500 EQL TEC
PKG
< 0.01%
COM
JCI
< 0.01%
SHS
DVN
< 0.01%
COM
BCEI
< 0.01%
COM NEW
CFG
< 0.01%
COM
FTEC
< 0.01%
MSCI INFO TECH I
IFGL
< 0.01%
INTL DEV RE ETF
AR
< 0.01%
COM
MMLP
< 0.01%
UNIT L P INT
MET
< 0.01%
COM
STT
< 0.01%
COM
MDT
< 0.01%
SHS
O
< 0.01%
COM
CB
< 0.01%
COM
PXJ
< 0.01%
DYNMC OIL GAS
SLB
< 0.01%
COM
RHS
< 0.01%
S&P500 EQL STP
BDX
< 0.01%
COM
EWJ
< 0.01%
MSCI JPN ETF NEW
TRXC
< 0.01%
COM NEW
NTLA
< 0.01%
COM
FITB
< 0.01%
COM
SNY
< 0.01%
SPONSORED ADR
GE
< 0.01%
COM
AMBC
< 0.01%
COM NEW
TAT
< 0.01%
SHS NEW
ARNC
< 0.01%
COM
WHR
< 0.01%
COM
CNQ
< 0.01%
COM
MCK
< 0.01%
COM
NHTC
< 0.01%
COM PAR $.001
TAK
< 0.01%
SPONSORED ADS
TXT
< 0.01%
COM
PBA
< 0.01%
COM
PRTHW
< 0.01%
*W EXP 09/12/202
REZI
< 0.01%
COM
GPS
< 0.01%
COM
CIEN
< 0.01%
COM NEW
SPH
< 0.01%
UNIT LTD PARTN
CIA
< 0.01%
CL A
EMR
< 0.01%
COM
MYL
< 0.01%
SHS EURO
SJT
< 0.01%
UNIT BEN INT
NAT
< 0.01%
COM
AGI
< 0.01%
COM CL A
AAL
< 0.01%
COM
AKS
< 0.01%
COM
SDRL
< 0.01%
COM
LITE
< 0.01%
COM
CHK
< 0.01%
COM
VIAV
< 0.01%
COM
GTX
< 0.01%
COM
UAA
< 0.01%
CL A
TTNP
< 0.01%
COM NEW
YUMC
< 0.01%
COM
LGCY
< 0.01%
COM
NRT
< 0.01%
SH BEN INT
SPN
< 0.01%
COM
CRC
< 0.01%
COM NEW
HOLI
0.02%
SHS
DSW
0.01%
CL A
GILD
0.01%
COM
CXP
0.01%
COM NEW
DWDP
< 0.01%
COM
KRE
< 0.01%
S&P REGL BKG
STE
< 0.01%
SHS USD
SRLN
< 0.01%
BLKSTN GSOSRLN
ULTI
< 0.01%
COM
CHY
< 0.01%
COM SHS
DXJ
< 0.01%
JAPN HEDGE EQT
XEC
< 0.01%
COM
TCBI
< 0.01%
COM
RVP
< 0.01%
COM
USHY
< 0.01%
BROAD USD HIGH
SNAP
< 0.01%
CL A
IAU
< 0.01%
ISHARES
AMRX
< 0.01%
CL A
DEM
< 0.01%
EMERG MKTS ETF
TTNP
< 0.01%
COM