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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
14
2
0
0
0
0
12
3
0
SOMERSET GROUP LLC

Time Period2018-12-31

Total Holdings60

Total Value ($x1000)98,681
Activities
New3

Increased10

Unchanged11

Decreased36

Sold Out11

Top 10 Stock Holdingstotal 58.72%
MMM13.58

USB12.93

CHRW8.85

QQQ4.64

AMZN3.84

 
FDN3.65

MSFT2.9

WFC2.86

NEE2.8

IHI2.67

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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MMM
13.58%
COM
USB
12.93%
COM NEW
CHRW
8.85%
COM NEW
QQQ
4.64%
UNIT SER 1
AMZN
3.84%
COM
FDN
3.65%
DJ INTERNT IDX
MSFT
2.9%
COM
WFC
2.86%
COM
NEE
2.8%
COM
IHI
2.67%
U.S. MED DVC ETF
IYF
2.26%
U.S. FINLS ETF
CVX
2.22%
COM
TRV
2.12%
COM
IWO
2.08%
RUS 2000 GRW ETF
MINT
1.86%
ENHAN SHRT MAT
BSX
1.85%
COM
AAPL
1.71%
COM
DIS
1.59%
COM DISNEY
RSP
1.58%
S&P500 EQL WGT
COST
1.57%
COM
PANW
1.41%
COM
IJK
1.13%
S&P MC 400GR ETF
VB
1.08%
SMALL CP ETF
ITA
1.02%
U.S. AER&DEF ETF
LNG
1.01%
COM NEW
TXN
0.96%
COM
XOM
0.94%
COM
MCD
0.9%
COM
INTC
0.87%
COM
PEP
0.8%
COM
NTRS
0.72%
COM
EFA
0.72%
MSCI EAFE ETF
ECL
0.67%
COM
ETE
0.6%
COM UT LTD PTN
SPY
0.59%
TR UNIT
FNI
0.58%
COM
SCHX
0.58%
US LRG CAP ETF
FB
0.57%
CL A
SCHA
0.5%
US SML CAP ETF
PSX
0.45%
COM
PFF
0.45%
U.S. PFD STK ETF
CQP
0.44%
COM UNIT
WY
0.44%
COM
PAA
0.41%
UNIT LTD PARTN
SANMINA ...
0.35%
COM
IEMG
0.35%
CORE MSCI EMKT
WMB
0.34%
COM
SCHM
0.34%
US MID-CAP ETF
DHR
0.32%
COM
JNJ
0.31%
COM
TIP
0.31%
TIPS BD ETF
MPLX
0.31%
COM UNIT REP LTD
EPD
0.3%
COM
MRK
0.3%
COM
PFE
0.25%
COM
XLE
0.25%
SBI INT-ENERGY
ABC
0.22%
COM
SCHB
0.22%
US BRD MKT ETF
DWDP
0.22%
COM
WHIRLPOO...
0.21%
COM
FBT
3.56%
NY ARCA BIOTECH
XLC
1.48%
COMMUNICATION
SOXX
0.56%
PHLX SEMICND ETF
AMJ
0.51%
ALERIAN ML ETN
BABA
0.37%
SPONSORED ADS
AMLP
0.32%
ALERIAN MLP
SCHF
0.2%
INTL EQTY ETF
BX
0.18%
COM UNIT LTD
UNITED T...
0.17%
COM
CRM
0.17%
COM
GIS
0.16%
COM