Mga Batayang Estadistika
Posisi Saat Ini 0
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Karp Capital Management Corp telah mengungkapkan total kepemilikan 0 dalam pengajuan SEC terbaru mereka. Aset-aset utama Karp Capital Management Corp adalah Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (US:VYM) , International Business Machines Corporation (US:IBM) , Abbott Laboratories (US:ABT) , Marathon Petroleum Corporation (US:MPC) , and Mastercard Incorporated (US:MA) . Posisi baru Karp Capital Management Corp meliputi: Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (US:VYM) , Abbott Laboratories (US:ABT) , Marathon Petroleum Corporation (US:MPC) , Mastercard Incorporated (US:MA) , and The Home Depot, Inc. (US:HD) .

Karp Capital Management Corp - Nilai Portofolio
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)
Nilai
(Juta Dolar AS)
Portfolio % ΔPorsyento ng Portfolio
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)
Nilai
(Juta Dolar AS)
Portfolio % ΔPorsyento ng Portfolio
0.00 0.00 -3.2967
0.00 0.00 -2.5007
0.00 0.00 -2.3664
0.00 0.00 -2.2251
0.00 0.00 -2.2106
0.00 0.00 -1.6870
0.00 0.00 -1.5044
0.00 0.00 -1.4108
0.00 0.00 -1.3648
0.00 0.00 -1.2562
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2023-01-19 untuk periode pelaporan 2022-12-31. Investor ini belum mengungkapkan sekuritas yang diperhitungkan dalam bentuk saham, sehingga kolom terkait saham dalam tabel di bawah ini dihilangkan. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik ΔSaham
(%)
Nilai
($MM)
Portpolyo
(%)
ΔPortofolio
(%)
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.00 0.0000
IBM / International Business Machines Corporation 0.00 -100.00 -0.0609
ABT / Abbott Laboratories 0.00 0.0000
MPC / Marathon Petroleum Corporation 0.00 0.0000
MA / Mastercard Incorporated 0.00 0.0000
CRM / Salesforce, Inc. 0.00 -100.00 -0.1059
HD / The Home Depot, Inc. 0.00 0.0000
WRB / W. R. Berkley Corporation 0.00 0.0000
FITB / Fifth Third Bancorp 0.00 0.0000
LRCX / Lam Research Corporation 0.00 0.0000
CMCSA / Comcast Corporation 0.00 0.0000
PAYX / Paychex, Inc. 0.00 0.0000
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF 0.00 -100.00 -1.1319
IHI / iShares Trust - iShares U.S. Medical Devices ETF 0.00 -100.00 -1.1734
NOW / ServiceNow, Inc. 0.00 0.0000
ED / Consolidated Edison, Inc. 0.00 0.0000
ADP / Automatic Data Processing, Inc. 0.00 0.0000
CCI / Crown Castle Inc. 0.00 0.0000
NSIT / Insight Enterprises, Inc. 0.00 0.0000
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund 0.00 -100.00 -3.2967
None / None (000000000) 0.00 0.0000
ETN / Eaton Corporation plc 0.00 0.0000
DOW / Dow Inc. 0.00 0.0000
QCOM / QUALCOMM Incorporated 0.00 0.0000
ULTA / Ulta Beauty, Inc. 0.00 0.0000
PFE / Pfizer Inc. 0.00 0.0000
CSCO / Cisco Systems, Inc. 0.00 0.0000
PM / Philip Morris International Inc. 0.00 0.0000
Invesco QQQ Trust / (73935A104) 0.00 0.0000
NXP Semiconductors / (N6596X019) 0.00 0.0000
Trane Technologies / (00BK9ZQ96) 0.00 0.0000
UNH / UnitedHealth Group Incorporated 0.00 0.0000
GM / General Motors Company 0.00 0.0000
CPRT / Copart, Inc. 0.00 0.0000
AMAT / Applied Materials, Inc. 0.00 0.0000
NEE.PRN / NextEra Energy Capital Holdings, Inc. - Corporate Bond/Note 0.00 0.0000
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.00 0.0000
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A) 0.00 0.0000
TGT / Target Corporation 0.00 0.0000
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 0.0000
ZTS / Zoetis Inc. 0.00 0.0000
UNP / Union Pacific Corporation 0.00 0.0000
DOV / Dover Corporation 0.00 0.0000
PANW / Palo Alto Networks, Inc. 0.00 0.0000
HCC / Warrior Met Coal, Inc. 0.00 0.0000
AZPN / Aspen Technology, Inc. 0.00 0.0000
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) 0.00 0.0000
ANTM / Anthem Inc 0.00 0.0000
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.00 0.0000
MS / Morgan Stanley 0.00 0.0000
NDSN / Nordson Corporation 0.00 0.0000
FBIN / Fortune Brands Innovations, Inc. 0.00 0.0000
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF 0.00 0.0000
HIG / The Hartford Insurance Group, Inc. 0.00 0.0000
RTX / RTX Corporation 0.00 0.0000
LC / LendingClub Corporation 0.00 -100.00 -0.0501
MSI / Motorola Solutions, Inc. 0.00 0.0000
SLB / Schlumberger Limited 0.00 0.0000
SiteOne Landscape Supply / (829826103) 0.00 0.0000
CDW Corp. / (12514G102) 0.00 0.0000
SYK / Stryker Corporation 0.00 0.0000
C.WSA / Citigroup, Inc. 0.00 0.0000
LMT / Lockheed Martin Corporation 0.00 0.0000
CVX / Chevron Corporation 0.00 0.0000
CME / CME Group Inc. 0.00 0.0000
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 -100.00 -1.4108
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 0.00 -100.00 -2.2106
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.00 0.0000
TMO / Thermo Fisher Scientific Inc. 0.00 -100.00 -0.2738
WY / Weyerhaeuser Company 0.00 0.0000
AEP / American Electric Power Company, Inc. 0.00 0.0000
GOOGL / Alphabet Inc. 0.00 0.0000
WMB / The Williams Companies, Inc. 0.00 0.0000
ENTG / Entegris, Inc. 0.00 -100.00 -0.2222
AIG / American International Group, Inc. 0.00 0.0000
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.00 -100.00 -0.1548
ZBRA / Zebra Technologies Corporation 0.00 0.0000
AXP / American Express Company 0.00 0.0000
TER / Teradyne, Inc. 0.00 0.0000
APD / Air Products and Chemicals, Inc. 0.00 0.0000
TTE / TotalEnergies SE - Depositary Receipt (Common Stock) 0.00 0.0000
ANSS / ANSYS, Inc. 0.00 0.0000
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 0.0000
GLD / SPDR Gold Trust 0.00 -100.00 -0.0658
CINF / Cincinnati Financial Corporation 0.00 0.0000
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF 0.00 -100.00 -1.5044
IBB / iShares Trust - iShares Biotechnology ETF 0.00 -100.00 -0.5150
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF 0.00 -100.00 -0.0691
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF 0.00 -100.00 -1.3648
PAYC / Paycom Software, Inc. 0.00 -100.00 -0.1973
HON / Honeywell International Inc. 0.00 0.0000
TSLA / Tesla, Inc. 0.00 -100.00 -0.1077
PXD / Pioneer Natural Resources Company 0.00 0.0000
AJG / Arthur J. Gallagher & Co. 0.00 0.0000
MMC / Marsh & McLennan Companies, Inc. 0.00 0.0000
COO / The Cooper Companies, Inc. 0.00 0.0000
TXN / Texas Instruments Incorporated 0.00 0.0000
BSEP / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - September 0.00 -100.00 -2.2251
CAT / Caterpillar Inc. 0.00 0.0000
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF 0.00 -100.00 -0.1717
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF 0.00 -100.00 -0.0617
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 -100.00 -2.3664
SPGI / S&P Global Inc. 0.00 0.0000
WM / Waste Management, Inc. 0.00 0.0000
VFH / Vanguard World Fund - Vanguard Financials ETF 0.00 0.0000
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 0.0000
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.00 0.0000
CTAS / Cintas Corporation 0.00 0.0000
COST / Costco Wholesale Corporation 0.00 0.0000
IXC / iShares Trust - iShares Global Energy ETF 0.00 0.0000
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.0000
JKHY / Jack Henry & Associates, Inc. 0.00 0.0000
IGM / iShares Trust - iShares Expanded Tech Sector ETF 0.00 0.0000
DUK / Duke Energy Corporation 0.00 0.0000
VAW / Vanguard World Fund - Vanguard Materials ETF 0.00 -100.00 -1.6870
BAUG / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - August 0.00 -100.00 -2.5007
GOOGL / Alphabet Inc. 0.00 0.0000
AAPL / Apple Inc. 0.00 0.0000
JNJ / Johnson & Johnson 0.00 0.0000
MSFT / Microsoft Corporation 0.00 0.0000
PSA / Public Storage 0.00 0.0000
WMT / Walmart Inc. 0.00 -100.00 -0.4795
MVIS / MicroVision, Inc. 0.00 -100.00 -0.0074
/ Navitas Semiconductor Corp. 0.00 0.0000
XOM / Exxon Mobil Corporation 0.00 0.0000
DIS / The Walt Disney Company 0.00 0.0000
CVS / CVS Health Corporation 0.00 0.0000
SO / The Southern Company 0.00 0.0000
IT / Gartner, Inc. 0.00 0.0000
BHF / Brighthouse Financial, Inc. 0.00 0.0000
TRV / The Travelers Companies, Inc. 0.00 -100.00 -0.0611
LVMUY / LVMH Moët Hennessy - Louis Vuitton, Société Européenne - Depositary Receipt (Common Stock) 0.00 0.0000
ADBE / Adobe Inc. 0.00 0.0000
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 0.0000
SPY / SPDR S&P 500 ETF 0.00 0.0000
META / Meta Platforms, Inc. 0.00 0.0000
BAC.PRB / Bank of America Corporation - Preferred Stock 0.00 0.0000
XEL / Xcel Energy Inc. 0.00 0.0000
BRK.B / Berkshire Hathaway Inc. 0.00 0.0000
SBUX / Starbucks Corporation 0.00 0.0000
PG / The Procter & Gamble Company 0.00 0.0000
VICI / VICI Properties Inc. 0.00 0.0000
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF 0.00 -100.00 -1.1094
MDLZ / Mondelez International, Inc. 0.00 0.0000
VZ / Verizon Communications Inc. 0.00 0.0000
AMZN / Amazon.com, Inc. 0.00 0.0000
AMT / American Tower Corporation 0.00 0.0000
LOW / Lowe's Companies, Inc. 0.00 0.0000
V / Visa Inc. 0.00 0.0000
LLY / Eli Lilly and Company 0.00 0.0000
AMGN / Amgen Inc. 0.00 0.0000
UPS / United Parcel Service, Inc. 0.00 0.0000
OGN / Organon & Co. 0.00 0.0000
ORCL / Oracle Corporation 0.00 0.0000
JPM / JPMorgan Chase & Co. 0.00 0.0000
SHEL / Shell plc - Depositary Receipt (Common Stock) 0.00 -0.2963
SHEL / Shell plc - Depositary Receipt (Common Stock) 0.00 -100.00 -0.2963
SYY / Sysco Corporation 0.00 0.0000
CRL / Charles River Laboratories International, Inc. 0.00 0.0000
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 0.0000
VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral 0.00 -100.00 -1.2171
SCHW / The Charles Schwab Corporation 0.00 0.0000
WFC / Wells Fargo & Company 0.00 0.0000
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock) 0.00 -100.00 -0.2658
QQQ / Invesco QQQ Trust, Series 1 0.00 -100.00 -1.2562
INTC / Intel Corporation 0.00 0.0000
FANG / Diamondback Energy, Inc. 0.00 -100.00 -0.3699
PLD / Prologis, Inc. 0.00 0.0000
NKE / NIKE, Inc. 0.00 0.0000
BA / The Boeing Company 0.00 0.0000
POOL / Pool Corporation 0.00 0.0000
ABBV / AbbVie Inc. 0.00 0.0000
MRK / Merck & Co., Inc. 0.00 0.0000
MET.PRA / MetLife, Inc. - Preferred Stock 0.00 0.0000
LEN / Lennar Corporation 0.00 0.0000
F / Ford Motor Company 0.00 -100.00 -0.1987
MSCI / MSCI Inc. 0.00 0.0000
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 0.0000
MCD / McDonald's Corporation 0.00 0.0000
GWW / W.W. Grainger, Inc. 0.00 0.0000
KO / The Coca-Cola Company 0.00 0.0000
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund 0.00 -100.00 -0.7105
COP / ConocoPhillips 0.00 0.0000
PFH / Prudential Financial, Inc. - Corporate Bond/Note 0.00 0.0000
ACN / Accenture plc 0.00 0.0000