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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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Value
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Growth
43
0
0
1
0
0
37
1
0
WINDSOR GROUP LTD

Time Period2019-03-31

Total Holdings151

Total Value ($x1000)178,193
Activities
New21

Increased81

Unchanged12

Decreased37

Sold Out0

Top 10 Stock Holdingstotal 36.74%
IWS16.48

GBIL4.93

IWN2.46

IVV2.01

LLY1.99

 
VOO1.85

IXUS1.82

MSFT1.78

SPY1.71

AAPL1.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IWS
16.48%
RUS MDCP VAL ETF
GBIL
4.93%
TREASURYACCESS
IWN
2.46%
RUS 2000 VAL ETF
IVV
2.01%
CORE S&P500 ETF
LLY
1.99%
COM
VOO
1.85%
SHS
IXUS
1.82%
CORE MSCITOTAL
MSFT
1.78%
COM
SPY
1.71%
TR UNIT
AAPL
1.71%
COM
HCCI
1.68%
COM
IVE
1.6%
S&P 500 VAL ETF
IWM
1.46%
RUSSELL 2000 ETF
IVW
1.42%
S&P 500 GRWT ETF
DGRO
1.38%
CORE DIV GRWTH
EFA
1.34%
MSCI EAFE ETF
SCHX
1.23%
US LRG CAP ETF
ITOT
1.21%
CORE S&P TTL STK
PEN
1.11%
COM
MDYV
1.08%
S&P 400 MDCP VAL
INTC
1.04%
COM
BRK.B
1.04%
CL B NEW
IWP
1.02%
RUS MD CP GR ETF
JNJ
1.01%
COM
IJR
0.95%
CORE S&P SCP ETF
CLMT
0.94%
UT LTD PARTNER
PEP
0.93%
COM
BRK.A
0.85%
CL A
IJH
0.81%
CORE S&P MCP ETF
BAC
0.7%
COM
ACN
0.7%
SHS CLASS A
UNP
0.65%
COM
CMCSA
0.63%
CL A
SCHA
0.62%
US SML CAP ETF
IJJ
0.62%
S&P MC 400VL ETF
JPM
0.62%
COM
SUB
0.62%
SHT NTLAMTFR ETF
VEU
0.62%
ALLWRLD EX US
CVX
0.62%
COM
VXUS
0.62%
VG TL INTL STK F
CSCO
0.62%
COM
NEAR
0.61%
SHT MAT BD ETF
VZ
0.61%
COM
MDT
0.6%
SHS
COP
0.6%
COM
USMV
0.59%
USA MIN VOL ETF
HBNC
0.59%
COM
VWO
0.58%
FTSE EMR MKT ETF
SCHO
0.58%
SHT TM US TRES
BA
0.55%
COM
MRK
0.55%
COM
DG
0.55%
COM
TXN
0.51%
COM
IEFA
0.51%
CORE MSCI EAFE
SCHG
0.5%
US LCAP GR ETF
HD
0.49%
COM
GOOGL
0.49%
CAP STK CL A
IWR
0.49%
RUS MID-CAP ETF
PG
0.48%
COM
DWDP
0.48%
COM
T
0.47%
COM
XOM
0.47%
COM
VOT
0.47%
MCAP GR IDXVIP
IEMG
0.46%
CORE MSCI EMKT
MCD
0.46%
COM
VTEB
0.46%
TAX-EXEMPT BD
AMZN
0.46%
COM
PRF
0.45%
FTSE RAFI 1000
UNH
0.43%
COM
PFE
0.43%
COM
MA
0.43%
CL A
VIG
0.42%
DIV APP ETF
V
0.42%
COM CL A
LRGF
0.41%
FCTSLC MSCI US
MUB
0.41%
NAT AMT FREE BD
HON
0.4%
COM
IJK
0.39%
S&P MC 400GR ETF
VOE
0.39%
MCAP VL IDXVIP
MDYG
0.39%
S&P 400 MDCP GRW
ADI
0.38%
COM
BLK
0.37%
COM
WFC
0.37%
COM
UTX
0.37%
COM
KO
0.36%
COM
AMGN
0.36%
COM
CAT
0.36%
COM
ABT
0.33%
COM
IBM
0.33%
COM
BDX
0.31%
COM
DIS
0.3%
COM DISNEY
NKE
0.29%
CL B
QCOM
0.29%
COM
GOOG
0.28%
CAP STK CL C
GS
0.27%
COM
TJX
0.26%
COM
PNC
0.26%
COM
WMT
0.26%
COM
VEA
0.26%
FTSE DEV MKT ETF
DGRW
0.25%
US DIVD GRT FD
XLK
0.25%
TECHNOLOGY
TEL
0.25%
REG SHS
VUG
0.24%
GROWTH ETF
AXP
0.24%
COM
MMM
0.23%
COM
GLDM
0.23%
SPDR GLD MINIS
ACWX
0.23%
MSCI ACWI US ETF
CWI
0.23%
MSCI ACWI EXUS
LMT
0.22%
COM
SBUX
0.22%
COM
LOW
0.22%
COM
UPS
0.21%
CL B
BX
0.21%
COM UNIT LTD
SDY
0.2%
S&P DIVID ETF
SCHB
0.2%
US BRD MKT ETF
TMO
0.19%
COM
CELG
0.19%
COM
GLD
0.19%
GOLD SHS
CB
0.19%
COM
AMT
0.19%
COM
D
0.18%
COM
IJS
0.18%
SP SMCP600VL ETF
VO
0.18%
MID CAP ETF
FB
0.18%
CL A
LIN
0.17%
COM
ADP
0.17%
COM
ITW
0.17%
COM
BK
0.17%
COM
DHR
0.16%
COM
ABBV
0.15%
COM
ISRG
0.14%
COM NEW
JPST
0.14%
ULTRA SHRT INC
ANTM
0.14%
COM
SCHF
0.14%
INTL EQTY ETF
NXP
0.13%
SH BEN INT
VTI
0.13%
TOTAL STK MKT
TRV
0.13%
COM
BMY
0.13%
COM
CL
0.13%
COM
YUM
0.13%
COM
SCHD
0.12%
US DIVIDEND EQ
NEE
0.12%
COM
MMC
0.12%
COM
SLYV
0.12%
S&P 600 SMCP VAL
TIP
0.12%
TIPS BD ETF
DGRE
0.12%
EM MKTS DVD GROW
MDLZ
0.12%
CL A
JKE
0.11%
MRNGSTR LG-CP GR
VBR
0.11%
SM CP VAL ETF
LUV
0.11%
COM
OXY
0.11%
COM
GE
0.08%
COM