Karp Capital Management

Latest statistics and disclosures from Karp Capital Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Karp Capital Management

Companies in the Karp Capital Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares Tr core tl usd bd 5.26 305326 +14% 52.50
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 4.51 111273 NEW 123.51
Ishares Tr fltg rate nt 4.07 254348 +16% 48.74
iShares Dow Jones Select Dividend (DVY) 3.57 147960 +139% 73.54
iShares Dow Jones US Medical Dev. (IHI) 2.87 38870 +2% 225.34
Ishares Tr core intl aggr 2.73 152412 +10% 54.69
D First Tr Exchange-traded Fd 2.70 502496 +4% 16.40
Fidelity msci hlth care i 2.70 191655 +10% 42.98
Invesco Qqq Trust Series 1 2.54 40729 +19% 190.40
iShares S&P; 100 Index (OEF) 2.47 63574 +7% 118.62
iShares Russell Midcap Growth Idx. (IWP) 2.36 59118 +2% 121.59
Vanguard Information Technology ETF (VGT) 2.21 31846 +585% 211.89
iShares Dow Jones US Tele (IYZ) 2.16 264513 +18% 24.85
ProShares Ultra QQQ (QLD) 2.13 72477 -4% 89.57
Invesco Taxable Municipal Bond otr 2.00 197757 NEW 30.90
iShares S&P; NA Tec.-SW. Idx. Fund (IGV) 1.85 26854 +12% 210.29
Vanguard Dividend Appreciation ETF (VIG) 1.85 54475 +4% 103.39
First Trust Amex Biotech Index Fnd (FBT) 1.83 42496 +11% 131.12
Amazon (AMZN) 1.80 2818 1949.61
iShares FTSE NAREIT Real Est 50 Ind (FTY) 1.80 140174 +35% 39.17
SPDR KBW Insurance (KIE) 1.76 215653 +16% 24.93
Apple (AAPL) 1.72 20647 -15% 254.27
iShares Russell 3000 Index (IWV) 1.70 34911 +4% 148.32
iShares Morningstar Mid Core Index (JKG) 1.66 32975 153.15
Invesco S&p 500 Low Volatility Etf 1.53 99492 NEW 46.92
Fidelity Con Discret Etf 1.52 122683 37.74
Ishares Tr core div grwth 1.51 141338 +14% 32.59
Innovator Etfs Tr S&p 500 Pwr Bu 1.50 189765 NEW 24.16
iShares S&P; NA Tec. Semi. Idx. Fd. (SOXX) 1.50 22244 +6% 205.22
Alphabet Inc Class A cs 1.49 3907 1162.02
First Tr Exchange Traded Fd fst low mtg etf 1.44 86321 +16% 51.00
Microsoft Corporation (MSFT) 1.43 27589 +5% 157.71
SPDR KBW Regional Banking (KRE) 1.30 121614 NEW 32.59
Invesco Aerospace & Defense Etf 1.27 77465 +545% 49.87
JPMorgan Chase & Co. (JPM) 1.17 39589 +11% 90.03
Visa (V) 1.15 21823 -8% 161.11
iShares S&P; Cal AMTFr Mncpl Bnd Fd (CMF) 1.14 57422 -10% 60.52
salesforce (CRM) 1.02 21680 +9% 143.96
Adobe Systems Incorporated (ADBE) 1.00 9531 +8% 318.22
Johnson & Johnson (JNJ) 0.94 21945 +7% 131.15
Take-Two Interactive Software (TTWO) 0.92 23660 NEW 118.60
Intuitive Surgical (ISRG) 0.89 5498 +12% 495.27
iShares Russell 2000 Value Index (IWN) 0.85 31554 NEW 82.02
Intel Corporation (INTC) 0.84 47540 54.12
Verizon Communications (VZ) 0.80 45637 +14% 53.73
Cintas Corporation (CTAS) 0.78 13760 -3% 173.26
First Tr Exch Traded Fd Iii calif mun incm 0.78 46267 +3% 51.12
Bristol Myers Squibb (BMY) 0.76 41495 +5% 55.74
Lululemon Athletica Inc 0.75 12030 +5% 189.53
Walt Disney Company (DIS) 0.73 23170 +5% 96.59
Honeywell International (HON) 0.71 16126 +5% 133.82
MasterCard Incorporated (MA) 0.68 8557 241.56
Okta Inc cl a 0.67 16785 +29% 122.25
Fortinet (FTNT) 0.64 19355 -2% 101.16
UnitedHealth (UNH) 0.62 7544 +3% 249.34
Paycom Software 0.59 8950 202.01
Berkshire Hathaway (BRK.B) 0.58 9618 -6% 182.78
Vanguard Value ETF (VTV) 0.52 17925 -4% 89.04
Guardant Health Inc 0.49 21290 NEW 69.61
Home Depot (HD) 0.43 7070 -3% 186.70
Raytheon Company (RTN) 0.43 9931 131.10
Thermo Fisher Scientific (TMO) 0.37 4005 -19% 283.65
Lockheed Martin Corporation (LMT) 0.29 2578 -5% 339.02
D.R. Horton (DHI) 0.27 23925 NEW 33.98
Blackstone Group Inc Com Cl A stock 0.26 17380 +6% 45.57
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.25 57705 NEW 13.33
First Republic Bank/san F 0.25 9309 -7% 82.29
Vanguard Short-Term Bond ETF (BSV) 0.25 9326 NEW 82.14
iShares Lehman Aggregate Bond (AGG) 0.22 5776 115.30
Technology SPDR (XLK) 0.21 8007 -3% 80.43
BlackRock MuniYield California Fund (MYC) 0.21 48595 NEW 13.23
SPDR Dow Jones Industrial Average ETF (DIA) 0.19 2612 -8% 219.37
Varian Medical Systems (VAR) 0.16 4871 +2% 102.65
Alphabet Inc Class C cs 0.14 377 1161.80
Vanguard Total Stock Market ETF (VTI) 0.13 3140 128.98
iShares Barclays TIPS Bond Fund (TIP) 0.12 3210 -67% 118.07
SPDR S&P; 500 ETF (SPY) 0.11 1261 +63% 257.73
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.10 2610 -95% 121.46
Hldgs Inc 0.09 8280 +3% 31.52
Ishares High Dividend Equity F 0.08 3475 -95% 71.65
iShares Russell 1000 Growth Index (IWF) 0.08 1606 -5% 150.68
iShares Barclays Agency Bond Fund (AGZ) 0.08 1978 -98% 120.32
Encompass Health Corp 0.08 3700 64.05
SPDR S&P; Dividend (SDY) 0.08 2893 -14% 79.85
Innovator Etfs Tr s&p 500 buffer 0.07 9080 NEW 24.78
iShares S&P; 500 Growth Index (IVW) 0.07 1292 -48% 164.86
Vanguard Scottsdale Fds vng rus2000idx 0.07 2300 NEW 92.17
Lendingclub Corp 0.06 22934 7.85
Glu Mobile (GLUU) 0.04 20675 NEW 6.29

Past Filings by Karp Capital Management

View past SEC 13F filings by Karp Capital Management

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