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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.
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Market Cap
Large
Value
Mid
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Small
Growth
15
2
0
0
0
0
14
3
0
SOMERSET GROUP LLC

Time Period2019-03-31

Total Holdings66

Total Value ($x1000)119,192
Activities
New6

Increased22

Unchanged28

Decreased10

Sold Out0

Top 10 Stock Holdingstotal 56.87%
MMM12.27

USB11.29

CHRW7.55

MINT7.26

QQQ4.03

 
FDN3.35

AMZN3.16

MSFT2.79

NEE2.59

IHI2.58

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MMM
12.27%
COM
USB
11.29%
COM NEW
CHRW
7.55%
COM NEW
MINT
7.26%
ENHAN SHRT MAT
QQQ
4.03%
UNIT SER 1
FDN
3.35%
DJ INTERNT IDX
AMZN
3.16%
COM
MSFT
2.79%
COM
NEE
2.59%
COM
IHI
2.58%
U.S. MED DVC ETF
WFC
2.48%
COM
CVX
2.08%
COM
IYF
2.08%
U.S. FINLS ETF
IWO
2.03%
RUS 2000 GRW ETF
TRV
2.01%
COM
AAPL
1.71%
COM
BSX
1.69%
COM
COST
1.58%
COM
PANW
1.51%
COM
RSP
1.48%
S&P500 EQL WGT
DIS
1.34%
COM DISNEY
SCHO
1.18%
SHT TM US TRES
FNI
1.12%
COM
IJK
1.09%
S&P MC 400GR ETF
LNG
0.99%
COM NEW
ITA
0.98%
U.S. AER&DEF ETF
VB
0.95%
SMALL CP ETF
XOM
0.92%
COM
TXN
0.89%
COM
INTC
0.82%
COM
IEMG
0.82%
CORE MSCI EMKT
MCD
0.8%
COM
PEP
0.73%
COM
ECL
0.67%
COM
EFA
0.66%
MSCI EAFE ETF
NTRS
0.64%
COM
FB
0.6%
CL A
ETE
0.58%
COM UT LTD PTN
SCHX
0.58%
US LRG CAP ETF
SPY
0.56%
TR UNIT
WY
0.44%
COM
PSX
0.43%
COM
CQP
0.42%
COM UNIT
SCHA
0.42%
US SML CAP ETF
PAA
0.41%
UNIT LTD PARTN
PFF
0.4%
U.S. PFD STK ETF
WMB
0.37%
COM
SANMINA ...
0.35%
COM
DHR
0.34%
COM
SCHM
0.33%
US MID-CAP ETF
EPD
0.29%
COM
JNJ
0.28%
COM
MPLX
0.28%
COM UNIT REP LTD
MRK
0.27%
COM
TIP
0.27%
TIPS BD ETF
NEAR
0.26%
SHT MAT BD ETF
SCHB
0.25%
US BRD MKT ETF
XLE
0.23%
SBI INT-ENERGY
WHIRLPOO...
0.22%
COM
PFE
0.2%
COM
ABC
0.2%
COM
GIS
0.18%
COM
CRM
0.18%
COM
DWDP
0.18%
COM
BX
0.18%
COM UNIT LTD
KMI
0.17%
COM