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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
46
3
2
2
1
0
32
3
0
LIPE DALTON

Time Period2019-06-30

Total Holdings100

Total Value ($x1000)139,891
Activities
New23

Increased14

Unchanged25

Decreased38

Sold Out2

Top 10 Stock Holdingstotal 36.85%
AAPL4.89

INTC3.99

HSY3.93

TEL3.69

UTX3.68

 
DHR3.6

BAM3.49

CM3.46

GOOG3.08

TRP3.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.89%
COM
INTC
3.99%
COM
HSY
3.93%
COM
TEL
3.69%
REG SHS
UTX
3.68%
COM
DHR
3.6%
COM
BAM
3.49%
CL A LTD VT SH
CM
3.46%
COM
GOOG
3.08%
CAP STK CL C
TRP
3.04%
COM
BAX
2.88%
COM
GS
2.85%
COM
MDLZ
2.74%
CL A
GILD
2.74%
COM
BMY
2.37%
COM
JEC
2.22%
COM
LYB
2.21%
SHS - A -
CVS
2.12%
COM
URI
2.09%
COM
T
2.06%
COM
BIIB
2.01%
COM
SYF
1.98%
COM
EMR
1.93%
COM
ALLY
1.9%
COM
ABBV
1.89%
COM
DE
1.73%
COM
V
1.52%
COM CL A
MLM
1.4%
COM
SWK
1.39%
COM
VIAB
1.31%
CL B
CI
1.25%
COM
BCE
1.2%
COM NEW
MS
1.15%
COM NEW
ECL
1.15%
COM
MSFT
1.07%
COM
FTV
1.04%
COM
VZ
1.01%
COM
MDT
1%
SHS
ETN
1%
SHS
NXPI
0.94%
COM
STZ
0.9%
CL A
VFC
0.8%
COM
JNJ
0.75%
COM
WGO
0.62%
COM
MCK
0.5%
COM
ORCL
0.48%
COM
C
0.47%
COM NEW
ALSN
0.42%
COM
DLX
0.38%
COM
LEA
0.34%
COM NEW
MCD
0.33%
COM
XOM
0.3%
COM
AMZN
0.27%
COM
PEP
0.27%
COM
CBU
0.26%
COM
DIS
0.25%
COM DISNEY
REGN
0.22%
COM
IBM
0.21%
COM
GD
0.21%
COM
MRK
0.2%
COM
CSCO
0.19%
COM
PG
0.18%
COM
MA
0.17%
CL A
HD
0.16%
COM
KR
0.16%
COM
JPM
0.15%
COM
BA
0.14%
COM
ABT
0.13%
COM
BRK.B
0.12%
CL B NEW
D
0.11%
COM
PFE
0.11%
COM
PSX
0.1%
COM
NFLX
0.09%
COM
FB
0.09%
CL A
CVX
0.08%
COM
KO
0.08%
COM
ED
0.07%
COM
OXY
0.07%
COM
ADBE
0.06%
COM
TD
0.05%
COM NEW
LIN
0.05%
COM
ADP
0.05%
COM
AMGN
0.05%
COM
CMCSA
0.04%
CL A
COP
0.04%
COM
NKE
0.04%
CL B
GOOGL
0.04%
CAP STK CL A
ACN
0.03%
SHS CLASS A
WMT
0.03%
COM
BMO
0.03%
COM
CL
0.02%
COM
BDX
0.02%
COM
APD
0.02%
COM
MMM
0.02%
COM
DUK
0.02%
COM NEW
UNP
0.01%
COM
LLY
0.01%
COM
GIS
0.01%
COM
APC
0.01%
COM
VERTICAL...
< 0.01%
CS
TRP
2.87%
COM
MO
0.05%
COM