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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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46
0
1
1
0
0
42
1
0
WINDSOR GROUP LTD

Time Period2019-06-30

Total Holdings175

Total Value ($x1000)227,936
Activities
New26

Increased112

Unchanged12

Decreased25

Sold Out2

Top 10 Stock Holdingstotal 36.4%
IWS13.36

AAPL4.57

GBIL4.19

LLY3.18

IVV2.76

 
IWN1.95

MSFT1.75

VOO1.57

SPY1.56

DGRO1.51

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IWS
13.36%
RUS MDCP VAL ETF
AAPL
4.57%
COM
GBIL
4.19%
TREASURYACCESS
LLY
3.18%
COM
IVV
2.76%
CORE S&P500 ETF
IWN
1.95%
RUS 2000 VAL ETF
MSFT
1.75%
COM
VOO
1.57%
SHS
SPY
1.56%
TR UNIT
DGRO
1.51%
CORE DIV GRWTH
IXUS
1.46%
CORE MSCITOTAL
IVE
1.3%
S&P 500 VAL ETF
HCCI
1.27%
COM
IWM
1.16%
RUSSELL 2000 ETF
IVW
1.15%
S&P 500 GRWT ETF
CLMT
1.06%
UT LTD PARTNER
EFA
1.02%
MSCI EAFE ETF
SCHX
1.02%
US LRG CAP ETF
BRK.B
0.99%
CL B NEW
ITOT
0.98%
CORE S&P TTL STK
PEN
0.95%
COM
MDYV
0.87%
S&P 400 MDCP VAL
JNJ
0.86%
COM
IWP
0.85%
RUS MD CP GR ETF
IJR
0.83%
CORE S&P SCP ETF
AMZN
0.81%
COM
PEP
0.8%
COM
VZ
0.79%
COM
USMV
0.76%
USA MIN VOL ETF
CSCO
0.76%
COM
T
0.76%
COM
INTC
0.76%
COM
ABT
0.74%
COM
BRK.A
0.71%
CL A
IEFA
0.7%
CORE MSCI EAFE
JPM
0.69%
COM
IJJ
0.68%
S&P MC 400VL ETF
XOM
0.66%
COM
UNP
0.65%
COM
CVX
0.63%
COM
NEAR
0.63%
SHT MAT BD ETF
VEU
0.62%
ALLWRLD EX US
IJH
0.61%
CORE S&P MCP ETF
ACN
0.61%
SHS CLASS A
VXUS
0.6%
VG TL INTL STK F
BAC
0.6%
COM
SCHO
0.59%
SHT TM US TRES
CMCSA
0.58%
CL A
ABBV
0.53%
COM
MDT
0.53%
SHS
PFE
0.52%
COM
MRK
0.5%
COM
PG
0.5%
COM
SCHA
0.49%
US SML CAP ETF
SUB
0.48%
SHT NTLAMTFR ETF
DG
0.47%
COM
HBNC
0.47%
COM
BA
0.47%
COM
TXN
0.45%
COM
HD
0.45%
COM
UTX
0.45%
COM
VWO
0.45%
FTSE EMR MKT ETF
MCD
0.44%
COM
DGRW
0.43%
US DIVD GRT FD
GOOGL
0.42%
CAP STK CL A
IEMG
0.42%
CORE MSCI EMKT
SCHG
0.42%
US LCAP GR ETF
VIG
0.42%
DIV APP ETF
MA
0.41%
CL A
QCOM
0.41%
COM
COP
0.41%
COM
UNH
0.4%
COM
IWR
0.4%
RUS MID-CAP ETF
HON
0.39%
COM
VOT
0.38%
MCAP GR IDXVIP
VTI
0.38%
TOTAL STK MKT
RSP
0.38%
S&P500 EQL WGT
KO
0.37%
COM
LRGF
0.37%
FCTSLC MSCI US
PRF
0.36%
FTSE RAFI 1000
VTEB
0.36%
TAX-EXEMPT BD
V
0.36%
COM CL A
IUSB
0.35%
CORE TL USD BD
DIS
0.35%
COM DISNEY
IJK
0.34%
S&P MC 400GR ETF
ADI
0.33%
COM
BLK
0.33%
COM
CAT
0.33%
COM
MUB
0.32%
NAT AMT FREE BD
MDYG
0.32%
S&P 400 MDCP GRW
VOE
0.32%
MCAP VL IDXVIP
IBM
0.31%
COM
ORCL
0.31%
COM
WFC
0.29%
COM
MMM
0.28%
COM
FRME
0.28%
COM
AMGN
0.28%
COM
WMT
0.28%
COM
BDX
0.27%
COM
GS
0.25%
COM
CWI
0.25%
MSCI ACWI EXUS
JPST
0.24%
ULTRA SHRT INC
TEL
0.24%
REG SHS
PNC
0.24%
COM
ONEK
0.24%
RUSSELL 1000 ETF
SBUX
0.24%
COM
DOW
0.24%
COM
VO
0.24%
MID CAP ETF
DWDP
0.23%
COM
BX
0.23%
COM UNIT LTD
CVS
0.23%
COM
LMT
0.22%
COM
NKE
0.22%
CL B
AXP
0.22%
COM
TJX
0.22%
COM
XLK
0.21%
TECHNOLOGY
CELG
0.21%
COM
CMI
0.21%
COM
BP
0.21%
SPONSORED ADR
GOOG
0.2%
CAP STK CL C
UPS
0.19%
CL B
COST
0.19%
COM
ANTM
0.19%
COM
ISRG
0.19%
COM NEW
AMT
0.19%
COM
ACWX
0.18%
MSCI ACWI US ETF
VUG
0.18%
GROWTH ETF
IJS
0.17%
SP SMCP600VL ETF
SCHB
0.17%
US BRD MKT ETF
LOW
0.17%
COM
VEA
0.17%
FTSE DEV MKT ETF
TMO
0.17%
COM
FB
0.16%
CL A
SDY
0.16%
S&P DIVID ETF
GLD
0.16%
GOLD SHS
D
0.16%
COM
LUV
0.16%
COM
SPLV
0.16%
S&P500 LOW VOL
MDLZ
0.16%
CL A
ADP
0.15%
COM
SCHF
0.15%
INTL EQTY ETF
LIN
0.15%
COM
CB
0.15%
COM
TRV
0.14%
COM
NEE
0.14%
COM
ITW
0.14%
COM
SHY
0.14%
1-3 YR TR BD ETF
QUAL
0.14%
MSCI USA QLT FAC
HRC
0.13%
COM
DHR
0.13%
COM
GIS
0.12%
COM
VT
0.12%
TT WRLD ST ETF
GE
0.12%
COM
YUM
0.12%
COM
MTUM
0.12%
MSCI USAMOMFCT
CL
0.11%
COM
NXP
0.11%
SH BEN INT
SSO
0.11%
PSHS ULT S&P 500
MMC
0.1%
COM
SCHD
0.1%
US DIVIDEND EQ
BK
0.1%
COM
BABA
0.1%
SPONSORED ADS
NSC
0.1%
COM
ECL
0.1%
COM
PYPL
0.1%
COM
FITB
0.1%
COM
JKE
0.09%
MRNGSTR LG-CP GR
TIP
0.09%
TIPS BD ETF
SLYV
0.09%
S&P 600 SMCP VAL
DGRE
0.09%
EM MKTS DVD GROW
VBR
0.09%
SM CP VAL ETF
ADBE
0.09%
COM
FNDX
0.09%
SCHWAB FDT US LG
IMMU
0.08%
COM
GLDM
0.07%
SPDR GLD MINIS
BMY
0.13%
COM
OXY
0.11%
COM