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
76
10
10
3
3
0
44
8
8
WHITNELL CO

Time Period2019-03-31

Total Holdings253

Total Value ($x1000)259,737
Activities
New11

Increased66

Unchanged128

Decreased48

Sold Out3

Top 10 Stock Holdingstotal 28.3%
SCHH5.78

VNQI3.52

FISV3.05

SPY2.67

EFA2.38

 
EMLP2.34

AAPL2.21

MSFT2.21

BRK.B2.17

VEA1.97

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHH
5.78%
US REIT ETF
VNQI
3.52%
GLB EX US ETF
FISV
3.05%
COM
SPY
2.67%
TR UNIT
EFA
2.38%
MSCI EAFE ETF
EMLP
2.34%
NO AMER ENERGY
AAPL
2.21%
COM
MSFT
2.21%
COM
BRK.B
2.17%
CL B NEW
VEA
1.97%
FTSE DEV MKT ETF
IWP
1.78%
RUS MD CP GR ETF
TYG
1.76%
COM
MCD
1.74%
COM
UNP
1.73%
COM
XLE
1.67%
SBI INT-ENERGY
KYN
1.6%
COM
SCHA
1.53%
US SML CAP ETF
AFL
1.52%
COM
INTC
1.5%
COM
DIS
1.5%
COM DISNEY
ABT
1.48%
COM
ABBV
1.44%
COM
JNJ
1.42%
COM
MDY
1.31%
UTSER1 S&PDCRP
PEP
1.29%
COM
PG
1.29%
COM
DHR
1.26%
COM
ADP
1.26%
COM
ORCL
1.19%
COM
WBA
1.18%
COM
IWM
1.14%
RUSSELL 2000 ETF
ITW
1.13%
COM
CVS
1.11%
COM
VWO
1.09%
FTSE EMR MKT ETF
HD
1.07%
COM
XOM
0.97%
COM
MDLZ
0.94%
CL A
ACN
0.88%
SHS CLASS A
CTSH
0.87%
CL A
CVX
0.85%
COM
CI
0.85%
COM
UTX
0.81%
COM
OMC
0.79%
COM
VDE
0.79%
ENERGY ETF
BDX
0.77%
COM
JRS
0.74%
COM
RWX
0.68%
DJ INTL RL ETF
IWD
0.64%
RUS 1000 VAL ETF
DFS
0.62%
COM
HUBG
0.6%
CL A
WLTW
0.58%
SHS
CSCO
0.58%
COM
BRK.A
0.58%
CL A
NEE
0.57%
COM
EEM
0.56%
MSCI EMG MKT ETF
ARKK
0.54%
INNOVATION ETF
MMM
0.51%
COM
CSX
0.51%
COM
FMB
0.51%
MANAGD MUN ETF
KO
0.51%
COM
CINF
0.48%
COM
IYR
0.48%
U.S. REAL ES ETF
MRK
0.48%
COM
SLB
0.47%
COM
TROW
0.46%
COM
TJX
0.45%
COM
MMP
0.45%
COM UNIT RP LP
AMZN
0.43%
COM
SCHM
0.38%
US MID-CAP ETF
LH
0.38%
COM NEW
IJK
0.38%
S&P MC 400GR ETF
GOOGL
0.38%
CAP STK CL A
IBM
0.37%
COM
SYK
0.35%
COM
JPM
0.35%
COM
BK
0.34%
COM
VIG
0.33%
DIV APP ETF
NSC
0.3%
COM
KMB
0.29%
COM
KMI
0.29%
COM
MS
0.29%
COM NEW
DWDP
0.28%
COM
RTN
0.28%
COM NEW
BMY
0.28%
COM
SBUX
0.27%
COM
IWB
0.27%
RUS 1000 ETF
VYM
0.25%
HIGH DIV YLD
CL
0.24%
COM
HYS
0.22%
0-5 HIGH YIELD
JCI
0.21%
SHS
WMT
0.21%
COM
IWF
0.2%
RUS 1000 GRW ETF
VZ
0.2%
COM
STT
0.2%
COM
HON
0.2%
COM
T
0.2%
COM
IWN
0.19%
RUS 2000 VAL ETF
FAST
0.18%
COM
PFE
0.17%
COM
EPD
0.17%
COM
CME
0.16%
COM
SPG
0.16%
COM
SCHD
0.16%
US DIVIDEND EQ
BE
0.16%
CL A
CBG
0.16%
CL A
IJH
0.16%
CORE S&P MCP ETF
DBC
0.15%
UNIT
PM
0.15%
COM
CELG
0.15%
COM
K
0.14%
COM
BAX
0.13%
COM
EMR
0.13%
COM
GPC
0.13%
COM
IJJ
0.12%
S&P MC 400VL ETF
AGN
0.12%
SHS
NTRS
0.12%
COM
CBSH
0.11%
COM
BBRC
0.11%
BEYOND BRICS ETF
NKE
0.11%
CL B
USB
0.11%
COM NEW
GT
0.1%
COM
ETE
0.1%
COM UT LTD PTN
ABC
0.1%
COM
CB
0.1%
COM
LTC
0.1%
COM
IWO
0.1%
RUS 2000 GRW ETF
FSMB
0.1%
SHRT DUR MNG MUN
CAT
0.09%
COM
ZBRA
0.09%
CL A
SYY
0.09%
COM
BBY
0.09%
COM
FPE
0.09%
PFD SECS INC ETF
HCN
0.09%
COM
VV
0.09%
LARGE CAP ETF
GIS
0.09%
COM
AMT
0.09%
COM
UHT
0.08%
SH BEN INT
UGI
0.08%
COM
AMAT
0.08%
COM
BAC
0.08%
COM
PII
0.08%
COM
CPB
0.08%
COM
PAYX
0.08%
COM
AXP
0.08%
COM
SUI
0.07%
COM
APD
0.07%
COM
ECON
0.07%
EMRG MARKETS ETF
MO
0.07%
COM
RDS/A
0.06%
SPONS ADR A
CAG
0.06%
COM
GOOG
0.06%
CAP STK CL C
GILD
0.06%
COM
QQQ
0.06%
UNIT SER 1
CTAS
0.05%
COM
BA
0.05%
COM
BXP
0.05%
COM
V
0.05%
COM CL A
D
0.05%
COM
LLY
0.05%
COM
ALL
0.04%
COM
WFC
0.04%
COM
AWK
0.04%
COM
XLK
0.04%
TECHNOLOGY
CMCSA
0.04%
CL A
FTV
0.04%
COM
TPYP
0.04%
TORTOISE NRAM PI
JWN
0.04%
COM
IWR
0.03%
RUS MID-CAP ETF
GE
0.03%
COM
ED
0.03%
COM
MDT
0.03%
SHS
CMA
0.03%
COM
JPZ
0.03%
COM
VEU
0.03%
ALLWRLD EX US
FXI
0.03%
CHINA LG-CAP ETF
XEL
0.03%
COM
DUK
0.03%
COM NEW
SDY
0.02%
S&P DIVID ETF
WTFC
0.02%
COM
LOW
0.02%
COM
EXC
0.02%
COM
OXY
0.02%
COM
NLY
0.02%
COM
RWR
0.02%
DJ REIT ETF
DE
0.02%
COM
IWS
0.02%
RUS MDCP VAL ETF
SCHB
0.02%
US BRD MKT ETF
SO
0.02%
COM
TWO
0.02%
COM NEW
WY
0.02%
COM
FIBK
0.02%
COM CL A
VB
0.02%
SMALL CP ETF
DLS
0.02%
INTL SMCAP DIV
CRON
0.01%
COM
TRXC
0.01%
COM NEW
CDK
0.01%
COM
FTA
0.01%
COM SHS
GLW
0.01%
COM
FB
0.01%
CL A
PMT
0.01%
COM
HAL
0.01%
COM
TSLA
0.01%
COM
VNQ
0.01%
REIT ETF
FITB
0.01%
COM
NWL
0.01%
COM
NS
0.01%
UNIT COM
C
0.01%
COM NEW
KHC
0.01%
COM
GLD
0.01%
GOLD SHS
CAH
0.01%
COM
PSX
0.01%
COM
SNDR
0.01%
CL B
ADM
0.01%
COM
UPS
0.01%
CL B
TXN
0.01%
COM
FNK
0.01%
MID CAP VAL FD
SCHE
0.01%
EMRG MKTEQ ETF
NVS
0.01%
SPONSORED ADR
IJR
0.01%
CORE S&P SCP ETF
STLD
0.01%
COM
COP
0.01%
COM
BIDU
0.01%
SPON ADR REP A
INWK
0.01%
COM
SPGI
0.01%
COM
ENB
0.01%
COM
IVV
0.01%
CORE S&P500 ETF
PRLB
0.01%
COM
ANTM
0.01%
COM
WU
0.01%
COM
DES
0.01%
SMALLCAP DIVID
LUV
0.01%
COM
HII
< 0.01%
COM
DG
< 0.01%
COM
GPMT
< 0.01%
COM
FEZ
< 0.01%
EURO STOXX 50
SCHF
< 0.01%
INTL EQTY ETF
REZI
< 0.01%
COM
PPG
< 0.01%
COM
CBS
< 0.01%
CL B
HBC/PA
< 0.01%
ADR A 1/40PF A
TAK
< 0.01%
SPONSORED ADS
F
< 0.01%
COM PAR $0.01
URI
< 0.01%
COM
VIAB
< 0.01%
CL B
VOD
< 0.01%
SPNSR ADR NO PAR
GSK
< 0.01%
SPONSORED ADR
GTX
< 0.01%
COM
TWTR
< 0.01%
COM
WAB
< 0.01%
COM
SLCA
< 0.01%
COM
GPRO
< 0.01%
CL A
AVNS
< 0.01%
COM
AVDL
< 0.01%
SPONSORED ADR
MBFI
0.01%
COM
SHPG
0.01%
SPONSORED ADR
CVIA
< 0.01%
COM