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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
85
30
36
4
12
3
66
24
26
PRIVATE OCEAN LLC

Time Period2019-06-30

Total Holdings510

Total Value ($x1000)374,429
Activities
New159

Increased100

Unchanged156

Decreased95

Sold Out48

Top 10 Stock Holdingstotal 73.79%
VCSH19.63

HYD16.9

JNK14.43

PCY9.22

IWB3.29

 
ESGD2.52

PRF2.19

PXF2.13

HYMB1.79

ESGE1.69

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VCSH
19.63%
SHRT TRM CORP BD
HYD
16.9%
HIGH YLD MUN ETF
JNK
14.43%
BLOOMBERG BRCLYS
PCY
9.22%
EMRNG MKT SVRG
IWB
3.29%
RUS 1000 ETF
ESGD
2.52%
MSCI EAFE ESG
PRF
2.19%
FTSE RAFI 1000
PXF
2.13%
FTSE RAFI DEV
HYMB
1.79%
NUV HGHYLD MUN
ESGE
1.69%
MSCI EM ESG SE
IVV
1.31%
CORE S&P500 ETF
IEMG
1.29%
CORE MSCI EMKT
VEA
1.11%
FTSE DEV MKT ETF
IWD
1.02%
RUS 1000 VAL ETF
VTI
0.99%
TOTAL STK MKT
ESGU
0.96%
ETF MSCI USA
PRFZ
0.94%
FTSE RAFI 1500
VNQ
0.88%
REIT ETF
MSFT
0.86%
COM
SPY
0.73%
TR UNIT
EFA
0.7%
MSCI EAFE ETF
VTV
0.68%
VALUE ETF
O
0.57%
COM
IJR
0.53%
CORE S&P SCP ETF
GWX
0.48%
S&P INTL SMLCP
AMZN
0.45%
COM
TILT
0.43%
MORNSTAR USMKT
MCD
0.34%
COM
VWO
0.27%
FTSE EMR MKT ETF
PG
0.27%
COM
IWM
0.26%
RUSSELL 2000 ETF
TLTD
0.26%
M STAR DEV MKT
AAPL
0.25%
COM
BA
0.24%
COM
IJJ
0.24%
S&P MC 400VL ETF
VEU
0.23%
ALLWRLD EX US
BRK.B
0.23%
CL B NEW
EMB
0.22%
JP MOR EM MK ETF
JNJ
0.21%
COM
XOM
0.21%
COM
SBUX
0.21%
COM
RWO
0.2%
DJ GLB RL ES ETF
VV
0.19%
LARGE CAP ETF
VB
0.19%
SMALL CP ETF
SCHF
0.16%
INTL EQTY ETF
ICF
0.14%
COHEN&STEER REIT
T
0.13%
COM
QQQ
0.13%
UNIT SER 1
DSI
0.12%
MSCI KLD400 SOC
RWR
0.12%
DJ REIT ETF
OEF
0.12%
S&P 100 ETF
DIS
0.12%
COM DISNEY
WY
0.12%
COM
CVX
0.12%
COM
ORCL
0.12%
COM
VO
0.11%
MID CAP ETF
SCHW
0.11%
COM
IWF
0.11%
RUS 1000 GRW ETF
VZ
0.11%
COM
VTIP
0.1%
STRM INFPROIDX
ABT
0.1%
COM
MRK
0.1%
COM
IWR
0.1%
RUS MID-CAP ETF
MMM
0.1%
COM
FB
0.09%
CL A
VUG
0.09%
GROWTH ETF
CSCO
0.08%
COM
IJH
0.08%
CORE S&P MCP ETF
AMGN
0.08%
COM
DLN
0.08%
LARGECAP DIVID
SCHX
0.07%
US LRG CAP ETF
BND
0.07%
TOTAL BND MRKT
ABBV
0.07%
COM
IYR
0.07%
U.S. REAL ES ETF
CMCSA
0.07%
CL A
IWV
0.07%
RUSSELL 3000 ETF
NEE
0.07%
COM
REET
0.07%
GLOBAL REIT ETF
COST
0.06%
COM
WFC
0.06%
COM
IBM
0.06%
COM
GOOGL
0.06%
CAP STK CL A
ADBE
0.06%
COM
VBR
0.06%
SM CP VAL ETF
PNQI
0.06%
NASDAQ INTERNT
FIRST RE...
0.06%
COM
NSC
0.05%
COM
SCHP
0.05%
US TIPS ETF
USB
0.05%
COM NEW
ED
0.05%
COM
HDV
0.05%
HIGH DIVIDND ETF
VOO
0.05%
SHS
SRE
0.05%
COM
VNQI
0.05%
GLB EX US ETF
AXP
0.05%
COM
CLX
0.05%
COM
PEP
0.05%
COM
JPMF
0.05%
MANAGED FUTURE
DOL
0.04%
INTL LRGCAP DV
BNDX
0.04%
INTL BD IDX ETF
WMT
0.04%
COM
HD
0.04%
COM
BWV
0.04%
ETN CBOE SPBUY
GOOG
0.04%
CAP STK CL C
RTN
0.04%
COM NEW
XBI
0.04%
S&P BIOTECH
EMR
0.04%
COM
IEFA
0.04%
CORE MSCI EAFE
ITOT
0.04%
CORE S&P TTL STK
PDN
0.04%
FTSE RAFI SML
SCHE
0.04%
EMRG MKTEQ ETF
NKE
0.04%
CL B
LMT
0.04%
COM
OIA
0.04%
COM
VIG
0.04%
DIV APP ETF
IJS
0.04%
SP SMCP600VL ETF
BSX
0.04%
COM
NVDA
0.04%
COM
SIBN
0.03%
COM
NVS
0.03%
SPONSORED ADR
BLACKSTO...
0.03%
COM
IWP
0.03%
RUS MD CP GR ETF
DES
0.03%
SMALLCAP DIVID
KO
0.03%
COM
IWO
0.03%
RUS 2000 GRW ETF
BP
0.03%
SPONSORED ADR
RWX
0.03%
DJ INTL RL ETF
JPM
0.03%
COM
NOC
0.03%
COM
TIP
0.03%
TIPS BD ETF
LLL
0.03%
COM
LLY
0.03%
COM
ASND
0.03%
SPONSORED ADR
MNA
0.03%
IQ MRGR ARB ETF
DEM
0.03%
EMERG MKTS ETF
PSX
0.03%
COM
RYN
0.03%
COM
LUV
0.03%
COM
DAL
0.03%
COM NEW
VONG
0.03%
VNG RUS1000GRW
LNC
0.03%
COM
MO
0.03%
COM
BMRC
0.03%
COM
VBK
0.03%
SML CP GRW ETF
MMC
0.02%
COM
MA
0.02%
CL A
NUE
0.02%
COM
FNDC
0.02%
SCHWB FDT INT SC
FS ENERG...
0.02%
ETF
SPLV
0.02%
S&P500 LOW VOL
PCAR
0.02%
COM
BUSINESS...
0.02%
COM
BHB
0.02%
COM
CHKP
0.02%
ORD
DOO
0.02%
INTL DIV EX FINL
MDY
0.02%
UTSER1 S&PDCRP
FS INVES...
0.02%
COM
EEM
0.02%
MSCI EMG MKT ETF
LEA
0.02%
COM NEW
ELD
0.02%
EM LCL DEBT FD
MDU
0.02%
COM
IFF
0.02%
COM
ALL
0.02%
COM
BDX
0.02%
COM
SCHA
0.02%
US SML CAP ETF
NFLX
0.02%
COM
ESS
0.02%
COM
GIS
0.02%
COM
EW
0.02%
COM
TDIV
0.02%
NASD TECH DIV
BIV
0.02%
INTERMED TERM
FUNDING ...
0.02%
COM
HPQ
0.02%
COM
RE
0.02%
COM
PFF
0.02%
U.S. PFD STK ETF
INTC
0.02%
COM
SCHZ
0.02%
US AGGREGATE B
JKG
0.02%
MRGSTR MD CP ETF
EFAV
0.02%
EAFE MIN VOL ETF
BAC
0.02%
COM
FITB
0.02%
COM
ACN
0.02%
SHS CLASS A
ITM
0.02%
AMT FREE INT ETF
PCH
0.02%
COM
STI
0.02%
COM
DD
0.02%
COM
SCHC
0.02%
INTL SCEQT ETF
HTGC
0.02%
COM
FORR
0.02%
COM
FNDX
0.02%
SCHWAB FDT US LG
VYM
0.02%
HIGH DIV YLD
AMT
0.02%
COM
FISV
0.02%
COM
HPE
0.02%
COM
FNDA
0.02%
SCHWAB FDT US SC
TTD
0.01%
CL A
TGT
0.01%
COM
MCK
0.01%
COM
AIG
0.01%
COM NEW
RF
0.01%
COM
BABA
0.01%
SPONSORED ADS
ULTA
0.01%
COM
FBT
0.01%
NY ARCA BIOTECH
UNP
0.01%
COM
MU
0.01%
COM
DUK
0.01%
COM NEW
TSLA
0.01%
COM
HBI
0.01%
COM
UPS
0.01%
CL B
CVS
0.01%
COM
MKC
0.01%
COM NON VTG
KRE
0.01%
S&P REGL BKG
KMB
0.01%
COM
IWS
0.01%
RUS MDCP VAL ETF
V
0.01%
COM CL A
GE
0.01%
COM
LIN
0.01%
COM
LULU
0.01%
COM
HAL
0.01%
COM
CHD
0.01%
COM
IJK
0.01%
S&P MC 400GR ETF
MTN
0.01%
COM
COP
0.01%
COM
DXCM
0.01%
COM
ITT
0.01%
COM
AJG
0.01%
COM
SHM
0.01%
NUVN BR SHT MUNI
MCHP
0.01%
COM
TROW
0.01%
COM
SCHH
0.01%
US REIT ETF
TJX
0.01%
COM
HON
0.01%
COM
IWN
0.01%
RUS 2000 VAL ETF
LOW
0.01%
COM
SLB
0.01%
COM
DOW
0.01%
COM
HCP
0.01%
COM
WLTW
0.01%
SHS
FAX
0.01%
COM
ECL
0.01%
COM
LH
0.01%
COM NEW
PYPL
0.01%
COM
IHI
0.01%
U.S. MED DVC ETF
ZMH
0.01%
COM
WEC
0.01%
COM
ANTM
0.01%
COM
UNH
0.01%
COM
UTHR
0.01%
COM
BCE
0.01%
COM NEW
GILD
0.01%
COM
SCHB
0.01%
US BRD MKT ETF
DELL
0.01%
CL C
XYL
0.01%
COM
SLYG
0.01%
S&P 600 SMCP GRW
APD
0.01%
COM
CI
0.01%
COM
UTX
0.01%
COM
WU
0.01%
COM
GXC
0.01%
S&P CHINA ETF
BMY
0.01%
COM
BSV
0.01%
SHORT TRM BOND
ZTS
0.01%
CL A
BLK
0.01%
COM
XPER
0.01%
COM
VHT
0.01%
HEALTH CAR ETF
PNC
0.01%
COM
DE
0.01%
COM
SQ
0.01%
CL A
LBRDK
0.01%
COM SER C
ORI
0.01%
COM
SDY
0.01%
S&P DIVID ETF
TXN
0.01%
COM
WDC
0.01%
COM
BOTZ
0.01%
RBTCS ARTFL IN
ITW
0.01%
COM
CB
0.01%
COM
JWN
0.01%
COM
STZ
0.01%
CL A
AVY
0.01%
COM
ADP
0.01%
COM
UBER
0.01%
COM
CTVA
0.01%
COM
PM
0.01%
COM
MS
0.01%
COM NEW
HLF
0.01%
COM USD SHS
WDAY
0.01%
CL A
BAX
0.01%
COM
MMP
0.01%
COM UNIT RP LP
COR
0.01%
COM
NVO
0.01%
ADR
CLB
0.01%
COM
CAT
0.01%
COM
PUBLIC S...
0.01%
COM
BR
0.01%
COM
SNPS
< 0.01%
COM
BIIB
< 0.01%
COM
HST
< 0.01%
COM
SSNC
< 0.01%
COM
CGC
< 0.01%
COM
ALC
< 0.01%
ORD SHS
SYF
< 0.01%
COM
MBB
< 0.01%
MBS ETF
SPYG
< 0.01%
S&P 500 GROWTH
DXC
< 0.01%
COM
GS
< 0.01%
COM
HRS
< 0.01%
COM
WHR
< 0.01%
COM
QCOM
< 0.01%
COM
IWL
< 0.01%
RUS TOP 200 ETF
AEP
< 0.01%
COM
CSX
< 0.01%
COM
CREDIT S...
< 0.01%
COM
TEF
< 0.01%
SPONSORED ADR
AVB
< 0.01%
COM
CL
< 0.01%
COM
VC
< 0.01%
COM NEW
LBRDA
< 0.01%
COM SER A
HAIN
< 0.01%
COM
UDR
< 0.01%
COM
MMS
< 0.01%
COM
FDX
< 0.01%
COM
TMO
< 0.01%
COM
TILE
< 0.01%
COM
MAR
< 0.01%
CL A
PSCT
< 0.01%
S&P SMLCP INFO
GHDX
< 0.01%
COM
ROST
< 0.01%
COM
VXUS
< 0.01%
VG TL INTL STK F
PFE
< 0.01%
COM
FNDF
< 0.01%
SCHWB FDT INT LG
EPD
< 0.01%
COM
FNDE
< 0.01%
SCHWB FDT EMK LG
WM
< 0.01%
COM
IVE
< 0.01%
S&P 500 VAL ETF
CRM
< 0.01%
COM
AVA
< 0.01%
COM
IWY
< 0.01%
RUS TP200 GR ETF
PSTG
< 0.01%
CL A
FANG
< 0.01%
COM
C
< 0.01%
COM NEW
SYK
< 0.01%
COM
PEG
< 0.01%
COM
CC
< 0.01%
COM
FUN
< 0.01%
DEPOSITRY UNIT
AWK
< 0.01%
COM
IBB
< 0.01%
NASDQ BIOTEC ETF
CELG
< 0.01%
COM
FWONK
< 0.01%
COM C MEDIA GRP
PFG
< 0.01%
COM
EQIX
< 0.01%
COM PAR $0.001
SO
< 0.01%
COM
LECO
< 0.01%
COM
LYV
< 0.01%
COM
MEDMEN E...
< 0.01%
COM
COTY
< 0.01%
COM CL A
VFC
< 0.01%
COM
CRON
< 0.01%
COM
CCI
< 0.01%
COM
GD
< 0.01%
COM
ZION
< 0.01%
COM
A
< 0.01%
COM
DHI
< 0.01%
COM
CIU
< 0.01%
INTERM CR BD ETF
OKTA
< 0.01%
CL A
WPC
< 0.01%
COM
KR
< 0.01%
COM
MDT
< 0.01%
SHS
KBH
< 0.01%
COM
CLY
< 0.01%
10+ YR CR BD ETF
DECK
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
BBY
< 0.01%
COM
WAFD
< 0.01%
COM
HSIC
< 0.01%
COM
SAP
< 0.01%
SPON ADR
LPX
< 0.01%
COM
PHM
< 0.01%
COM
BC
< 0.01%
COM
NWN
< 0.01%
COM
PXD
< 0.01%
COM
SHO
< 0.01%
COM
ETFC
< 0.01%
COM NEW
OSK
< 0.01%
COM
ABG
< 0.01%
COM
WAB
< 0.01%
COM
SNH
< 0.01%
SH BEN INT
ES
< 0.01%
COM
JKD
< 0.01%
MRNGSTR LG-CP ET
LEN
< 0.01%
CL A
TRGP
< 0.01%
COM
THO
< 0.01%
COM
MPC
< 0.01%
COM
WIRE
< 0.01%
COM
NI
< 0.01%
COM
PKG
< 0.01%
COM
FLO
< 0.01%
COM
WOR
< 0.01%
COM
BKH
< 0.01%
COM
HSY
< 0.01%
COM
VTWV
< 0.01%
VNG RUS2000VAL
ASNA
< 0.01%
COM
EOG
< 0.01%
COM
PRSP
< 0.01%
COM
WBC
< 0.01%
COM
WNC
< 0.01%
COM
D
< 0.01%
COM
VLO
< 0.01%
COM
KMPH
< 0.01%
COM
AMP
< 0.01%
COM
BK
< 0.01%
COM
PAYX
< 0.01%
COM
CBS
< 0.01%
CL B
UTL
< 0.01%
COM
EE
< 0.01%
COM NEW
AAL
< 0.01%
COM
SNA
< 0.01%
COM
SLM
< 0.01%
COM
DLR
< 0.01%
COM
AIEQ
< 0.01%
AI POWERED EQT
AMAT
< 0.01%
COM
GPS
< 0.01%
COM
CAH
< 0.01%
COM
NEM
< 0.01%
COM
ACB
< 0.01%
COM
TEX
< 0.01%
COM
PANW
< 0.01%
COM
PVH
< 0.01%
COM
CHTR
< 0.01%
CL A
CMBS
< 0.01%
CMBS ETF
PII
< 0.01%
COM
UAA
< 0.01%
CL A
UA/C
< 0.01%
CL C
WH
< 0.01%
COM
COG
< 0.01%
COM
WYN
< 0.01%
COM
XRX
< 0.01%
COM NEW
AVGO
< 0.01%
COM
WWW
< 0.01%
COM
CS
< 0.01%
SPONSORED ADR
JHG
< 0.01%
ORD SHS
AXL
< 0.01%
COM
AFG
< 0.01%
COM
WLL
< 0.01%
COM NEW
CMC
< 0.01%
COM
CMI
< 0.01%
COM
EQNR
< 0.01%
SPONSORED ADR
NWL
< 0.01%
COM
TRN
< 0.01%
COM
JBL
< 0.01%
COM
MOH
< 0.01%
COM
KEYS
< 0.01%
COM
SM
< 0.01%
COM
LSXMA
< 0.01%
COM A SIRIUSXM
LSXMK
< 0.01%
COM C SIRIUSXM
BATRA
< 0.01%
COM A BRAVES GRP
FWONA
< 0.01%
COM A MEDIA GRP
BATRK
< 0.01%
COM C BRAVES GRP
PPL
< 0.01%
COM
ODP
< 0.01%
COM
SJM
< 0.01%
COM NEW
RGLD
< 0.01%
COM
OGS
< 0.01%
COM
FOXAV
< 0.01%
CL A COM
SMLV
< 0.01%
RUSS2000 LOVOL
VAC
< 0.01%
COM
PURCHASE...
< 0.01%
COM
RMR
< 0.01%
CL A
SXT
< 0.01%
COM
REZI
< 0.01%
COM
SQBG
< 0.01%
COM
ASIX
< 0.01%
COM
KTB
< 0.01%
COM
MIRANT T...
< 0.01%
COM
ACA
< 0.01%
COM
SCHV
< 0.01%
US LCAP VA ETF
SCHM
< 0.01%
US MID-CAP ETF
NWSA
< 0.01%
CL A
SCHK
< 0.01%
1000 INDEX ETF
NE
< 0.01%
SHS USD
NCSM
< 0.01%
COM
PGN
< 0.01%
SHS
TLT
< 0.01%
20+ YR TR BD ETF
SCHG
< 0.01%
US LCAP GR ETF
SOLAR AL...
< 0.01%
COM
VRTV
< 0.01%
COM
DF
< 0.01%
COM NEW
GENERAL ...
< 0.01%
COM
DDXSQ
< 0.01%
GENERAL ...
< 0.01%
COM
GTX
< 0.01%
COM
FTR
< 0.01%
COM NEW
F
< 0.01%
COM PAR $0.01
FONAR NO...
< 0.01%
COM
AMR CORP...
< 0.01%
COM
VTR
< 0.01%
COM
IP
< 0.01%
COM
FNKO
< 0.01%
CL A
LQD
< 0.01%
IBOXX INV CP ETF
STT
< 0.01%
COM
WDTI
< 0.01%
FUTRE STRAT FD
CHS
< 0.01%
COM
DPS LEHM...
< 0.01%
COM
COMMUNIT...
< 0.01%
COM
TRC
< 0.01%
COM
WASHINGT...
< 0.01%
COM
MTUM
< 0.01%
MSCI USAMOMFCT
NEAR
< 0.01%
SHT MAT BD ETF
USMV
< 0.01%
USA MIN VOL ETF
GOVT
< 0.01%
U.S. TRS BD ETF
EXTN
< 0.01%
COM
JNK
13.99%
BRC HGH YLD BD
CSJ
0.08%
1-3 YR CR BD ETF
BARCLAYS...
0.05%
COM
DWDP
0.04%
COM
BX
0.03%
COM UNIT LTD
RDS/A
0.02%
SPONS ADR A
VWOB
0.02%
EMERG MKT BD ETF
LW
0.02%
COM
FLRN
0.02%
INV GRD FLT RT
STIP
0.02%
0-5 YR TIPS ETF
EMLC
0.02%
JP MORGAN MKTS
CAG
0.01%
COM
TXMD
0.01%
COM
INTU
0.01%
COM
AEO
0.01%
COM
ROP
0.01%
COM
AME
0.01%
COM
RY
0.01%
COM
MDLZ
0.01%
CL A
TDG
< 0.01%
COM
RSG
< 0.01%
COM
MTB
< 0.01%
COM
TIER
< 0.01%
COM NEW
NAZ
< 0.01%
COM
WST
< 0.01%
COM
NTRS
< 0.01%
COM
APC
< 0.01%
COM
MDYG
< 0.01%
S&P 400 MDCP GRW
PRU
< 0.01%
COM
DFS
< 0.01%
COM
VKQ
< 0.01%
COM
HCSG
< 0.01%
COM
HOG
< 0.01%
COM
CXO
< 0.01%
COM
AABA
< 0.01%
COM
LB
< 0.01%
COM
WBA
< 0.01%
COM
ENB
< 0.01%
COM
AMD
< 0.01%
COM
VT
< 0.01%
TT WRLD ST ETF
KHC
< 0.01%
COM
CVET
< 0.01%
COM
EBAY
< 0.01%
COM
RDS/B
< 0.01%
SPON ADR B
TMUS
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
AFFLUENT...
< 0.01%
COM
AER
< 0.01%
SHS