Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
74
9
11
3
3
0
44
7
6
WHITNELL CO

Time Period2018-12-31

Total Holdings245

Total Value ($x1000)225,589
Activities
New12

Increased68

Unchanged121

Decreased44

Sold Out18

Top 10 Stock Holdingstotal 28.04%
SCHH5.78

VNQI3.43

FISV3.1

BRK.B2.52

EFA2.5

 
SPY2.4

MSFT2.23

AAPL2.04

MCD2.03

VEA2.01

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHH
5.78%
US REIT ETF
VNQI
3.43%
GLB EX US ETF
FISV
3.1%
COM
BRK.B
2.52%
CL B NEW
EFA
2.5%
MSCI EAFE ETF
SPY
2.4%
TR UNIT
MSFT
2.23%
COM
AAPL
2.04%
COM
MCD
2.03%
COM
VEA
2.01%
FTSE DEV MKT ETF
ABBV
2%
COM
EMLP
1.98%
NO AMER ENERGY
DIS
1.73%
COM DISNEY
IWP
1.73%
RUS MD CP GR ETF
TYG
1.7%
COM
JNJ
1.68%
COM
AFL
1.62%
COM
UNP
1.59%
COM
XLE
1.58%
SBI INT-ENERGY
INTC
1.58%
COM
ABT
1.56%
COM
KYN
1.45%
COM
WBA
1.39%
COM
SCHA
1.39%
US SML CAP ETF
CVS
1.37%
COM
PG
1.3%
COM
PEP
1.29%
COM
ORCL
1.2%
COM
ADP
1.2%
COM
MDY
1.19%
UTSER1 S&PDCRP
ITW
1.15%
COM
DHR
1.15%
COM
VWO
1.12%
FTSE EMR MKT ETF
IWM
1.04%
RUSSELL 2000 ETF
XOM
1.04%
COM
HD
0.98%
COM
CI
0.95%
COM
CTSH
0.89%
CL A
MDLZ
0.89%
CL A
OMC
0.89%
COM
CVX
0.87%
COM
ACN
0.84%
SHS CLASS A
BDX
0.8%
COM
VDE
0.73%
ENERGY ETF
BRK.A
0.68%
CL A
KO
0.68%
COM
RWX
0.67%
DJ INTL RL ETF
UTX
0.67%
COM
HUBG
0.62%
CL A
NEE
0.61%
COM
JRS
0.58%
COM
WLTW
0.58%
SHS
IWD
0.55%
RUS 1000 VAL ETF
MMM
0.54%
COM
CSCO
0.54%
COM
EEM
0.52%
MSCI EMG MKT ETF
CSX
0.51%
COM
TROW
0.5%
COM
MRK
0.5%
COM
CINF
0.5%
COM
MMP
0.49%
COM UNIT RP LP
IYR
0.49%
U.S. REAL ES ETF
DFS
0.47%
COM
BMY
0.42%
COM
LH
0.42%
COM NEW
FMB
0.4%
MANAGD MUN ETF
IJK
0.39%
S&P MC 400GR ETF
SCHM
0.38%
US MID-CAP ETF
BK
0.36%
COM
JPM
0.35%
COM
TJX
0.34%
COM
IBM
0.34%
COM
VIG
0.34%
DIV APP ETF
KMB
0.33%
COM
SLB
0.33%
COM
SYK
0.32%
COM
MS
0.31%
COM NEW
NSC
0.27%
COM
SBUX
0.27%
COM
RTN
0.27%
COM NEW
IWB
0.27%
RUS 1000 ETF
VYM
0.27%
HIGH DIV YLD
SPG
0.25%
COM
HYS
0.24%
0-5 HIGH YIELD
CL
0.24%
COM
WMT
0.23%
COM
AMZN
0.23%
COM
STT
0.22%
COM
VZ
0.22%
COM
CME
0.22%
COM
T
0.21%
COM
NTRS
0.21%
COM
DWDP
0.21%
COM
K
0.21%
COM
AGN
0.2%
SHS
PFE
0.2%
COM
NWL
0.2%
COM
IWN
0.2%
RUS 2000 VAL ETF
JCI
0.2%
SHS
HON
0.19%
COM
IWF
0.19%
RUS 1000 GRW ETF
SCHD
0.18%
US DIVIDEND EQ
FAST
0.17%
COM
EPD
0.16%
COM
DBC
0.16%
UNIT
KHC
0.16%
COM
IJH
0.14%
CORE S&P MCP ETF
ARKK
0.14%
INNOVATION ETF
BAX
0.14%
COM
GT
0.14%
COM
PM
0.13%
COM
CAG
0.13%
COM
GPC
0.13%
COM
CBSH
0.13%
COM
IJJ
0.12%
S&P MC 400VL ETF
CELG
0.12%
COM
KMI
0.12%
COM
BBRC
0.12%
BEYOND BRICS ETF
CB
0.12%
COM
USB
0.11%
COM NEW
EMR
0.11%
COM
NKE
0.11%
CL B
ABC
0.11%
COM
FSMB
0.11%
SHRT DUR MNG MUN
LTC
0.11%
COM
ETE
0.1%
COM UT LTD PTN
CAT
0.1%
COM
SYY
0.1%
COM
IWO
0.1%
RUS 2000 GRW ETF
HCN
0.09%
COM
ECON
0.09%
EMRG MARKETS ETF
VV
0.09%
LARGE CAP ETF
UGI
0.09%
COM
PII
0.08%
COM
ZBRA
0.08%
CL A
GOOGL
0.08%
CAP STK CL A
BAC
0.08%
COM
AMT
0.08%
COM
BBY
0.08%
COM
CPB
0.08%
COM
AXP
0.08%
COM
UHT
0.08%
SH BEN INT
GIS
0.08%
COM
AMAT
0.08%
COM
SUI
0.07%
COM
PAYX
0.07%
COM
APD
0.07%
COM
RDS/A
0.07%
SPONS ADR A
GILD
0.07%
COM
MO
0.07%
COM
GOOG
0.06%
CAP STK CL C
V
0.06%
COM CL A
QQQ
0.05%
UNIT SER 1
CTAS
0.05%
COM
BA
0.05%
COM
LLY
0.05%
COM
FPE
0.05%
PFD SECS INC ETF
BXP
0.05%
COM
D
0.05%
COM
ALL
0.04%
COM
WFC
0.04%
COM
AWK
0.04%
COM
CMCSA
0.04%
CL A
XLK
0.04%
TECHNOLOGY
FTV
0.04%
COM
TPYP
0.04%
TORTOISE NRAM PI
MDT
0.04%
SHS
IWR
0.03%
RUS MID-CAP ETF
ED
0.03%
COM
GE
0.03%
COM
JWN
0.03%
COM
JPZ
0.03%
COM
VEU
0.03%
ALLWRLD EX US
DUK
0.03%
COM NEW
FXI
0.03%
CHINA LG-CAP ETF
CBG
0.03%
CL A
XEL
0.03%
COM
SDY
0.03%
S&P DIVID ETF
WTFC
0.02%
COM
EXC
0.02%
COM
OXY
0.02%
COM
NLY
0.02%
COM
LOW
0.02%
COM
IWS
0.02%
RUS MDCP VAL ETF
TWO
0.02%
COM NEW
SO
0.02%
COM
FIBK
0.02%
COM CL A
DLS
0.02%
INTL SMCAP DIV
WY
0.02%
COM
RWR
0.02%
DJ REIT ETF
VB
0.02%
SMALL CP ETF
TSLA
0.01%
COM
GLW
0.01%
COM
MBFI
0.01%
COM
PMT
0.01%
COM
CDK
0.01%
COM
FTA
0.01%
COM SHS
HAL
0.01%
COM
FB
0.01%
CL A
VNQ
0.01%
REIT ETF
GLD
0.01%
GOLD SHS
C
0.01%
COM NEW
SNDR
0.01%
CL B
CAH
0.01%
COM
PSX
0.01%
COM
NS
0.01%
UNIT COM
UPS
0.01%
CL B
ADM
0.01%
COM
TXN
0.01%
COM
SHPG
0.01%
SPONSORED ADR
NVS
0.01%
SPONSORED ADR
INWK
0.01%
COM
SCHE
0.01%
EMRG MKTEQ ETF
COP
0.01%
COM
IJR
0.01%
CORE S&P SCP ETF
BIDU
0.01%
SPON ADR REP A
STLD
0.01%
COM
PRLB
0.01%
COM
FNK
0.01%
MID CAP VAL FD
IVV
0.01%
CORE S&P500 ETF
ANTM
0.01%
COM
DES
0.01%
SMALLCAP DIVID
WU
0.01%
COM
SPGI
0.01%
COM
ENB
0.01%
COM
LUV
0.01%
COM
GPMT
< 0.01%
COM
REZI
< 0.01%
COM
DG
< 0.01%
COM
HII
< 0.01%
COM
HBC/PA
< 0.01%
ADR A 1/40PF A
PPG
< 0.01%
COM
FEZ
< 0.01%
EURO STOXX 50
CBS
< 0.01%
CL B
SCHF
< 0.01%
INTL EQTY ETF
F
< 0.01%
COM PAR $0.01
SCHB
< 0.01%
US BRD MKT ETF
URI
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
VIAB
< 0.01%
CL B
CVIA
< 0.01%
COM
TWTR
< 0.01%
COM
GTX
< 0.01%
COM
AVNS
< 0.01%
COM
AVDL
< 0.01%
SPONSORED ADR
ESRX
1.74%
COM
ETP
0.05%
UNIT LTD PRT INT
BPL
0.04%
UNIT LTD PARTN
IFV
0.03%
DORSEY WRIGHT
MMT
0.01%
SH BEN INT
RWO
0.01%
DJ GLB RL ES ETF
GM
0.01%
COM
EEP
0.01%
COM
IP
< 0.01%
COM
UNH
< 0.01%
COM
FIS
< 0.01%
COM
MMC
< 0.01%
COM
IR
< 0.01%
SHS
UNIT
< 0.01%
COM
PRKR
< 0.01%
COM NEW
SNAP
< 0.01%
CL A
FOXA
< 0.01%
CL A
WIN
< 0.01%
COM PAR