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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
36
3
1
2
0
0
18
2
0
LIPE DALTON

Time Period2018-12-31

Total Holdings68

Total Value ($x1000)122,746
Activities
New4

Increased14

Unchanged19

Decreased31

Sold Out6

Top 10 Stock Holdingstotal 38.63%
INTC4.6

AAPL4.47

HSY4.15

MDLZ4.06

BIIB3.96

 
CM3.83

UTX3.68

TEL3.38

GOOG3.28

BAM3.22

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
INTC
4.6%
COM
AAPL
4.47%
COM
HSY
4.15%
COM
MDLZ
4.06%
CL A
BIIB
3.96%
COM
CM
3.83%
COM
UTX
3.68%
COM
TEL
3.38%
REG SHS
GOOG
3.28%
CAP STK CL C
BAM
3.22%
CL A LTD VT SH
BMY
3.14%
COM
DHR
3.08%
COM
GILD
2.93%
COM
CVS
2.81%
COM
BAX
2.72%
COM
GS
2.55%
COM
TRP
2.52%
COM
LYB
2.39%
SHS - A -
VZ
2.09%
COM
EMR
2.03%
COM
T
1.98%
COM
JEC
1.98%
COM
CI
1.85%
COM
BCE
1.76%
COM NEW
DE
1.67%
COM
SYF
1.6%
COM
ALLY
1.51%
COM
V
1.41%
COM CL A
SWK
1.32%
COM
MS
1.25%
COM NEW
VIAB
1.23%
CL B
MLM
1.19%
COM
ABBV
1.15%
COM
MDT
1.14%
SHS
ETN
0.97%
SHS
XOM
0.96%
COM
FTV
0.95%
COM
MSFT
0.93%
COM
ECL
0.93%
COM
QCOM
0.89%
COM
SHW
0.8%
COM
VFC
0.76%
COM
NXPI
0.74%
COM
MCK
0.66%
COM
JNJ
0.55%
COM
ORCL
0.43%
COM
C
0.39%
COM NEW
LEA
0.33%
COM NEW
MCD
0.32%
COM
CBU
0.27%
COM
PEP
0.26%
COM
D
0.24%
COM
KR
0.22%
COM
DIS
0.21%
COM DISNEY
GD
0.21%
COM
MRK
0.2%
COM
PG
0.2%
COM
AMZN
0.19%
COM
IBM
0.18%
COM
CSCO
0.18%
COM
CVX
0.17%
COM
PFE
0.16%
COM
JPM
0.15%
COM
MA
0.14%
CL A
BRK.B
0.13%
CL B NEW
ABT
0.13%
COM
BA
0.1%
COM
KO
0.08%
COM
CI
1.3%
COM
ESRX
0.83%
COM
HD
0.15%
COM
RTN
0.08%
COM NEW
GE
0.07%
COM
VERTICAL...
< 0.01%
CS