HoldingsChannel.com
Karpas Strategies LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Johnson & Johnson 129,520 -5,150 $16,984
     JNJ129,520-5,150$16,984
Brookfield Asset Management 299,107 -7,024 $13,235
     BAM299,107-7,024$13,235
Merck & Co 133,553 -6,000 $10,276
     MRK133,553-6,000$10,276
Brookfield Infra Ptnrs 211,981 +8,400 $7,625
     BIP211,981+8,400$7,625
Charles Schwab 203,545 -23,000 $6,843
     SCHW203,545-23,000$6,843
Berkshire Hathaway Cl B      $6,449
     BRK.B27,834+365$5,089
     BRK.A5+1$1,360
Magellan Midstream Ptnrs LP 173,902 +8,050 $6,346
     MMP173,902+8,050$6,346
CenturyLink Inc 646,100 +187,365 $6,112
     CTL646,100+187,365$6,112
Brookfield Renewable Partners 129,525 +8,300 $5,504
     BEP129,525+8,300$5,504
Walt Disney Co 53,791 UNCH $5,196
     DIS53,791UNCH$5,196
Texas Instruments 47,735 UNCH $4,770
     TXN47,735UNCH$4,770
Brookfield Property Ptnrs LP 503,714 +34,976 $4,060
     BPY503,714+34,976$4,060
Microsoft Corp 23,956 +19 $3,778
     MSFT23,956+19$3,778
Liberty Global Ser C 239,854 +54,390 $3,768
     LBTYK239,854+54,390$3,768
WP Carey Inc 61,725 -11,550 $3,585
     WPC61,725-11,550$3,585
Comcast Corp Cl A 104,206 -15,535 $3,583
     CMCSA104,206-15,535$3,583
Pfizer Inc 105,202 UNCH $3,434
     PFE105,202UNCH$3,434
Cimpress NV 54,730 -8,000 $2,912
     CMPR54,730-8,000$2,912
First Natl of Nebraska Inc 1 1 2,670 -1,420 $2,403
     COM2,670-1,420$2,403
Enbridge Inc. 78,865 -1,190 $2,294
     ENB78,865-1,190$2,294
Wells Fargo & Co 79,560 -10,958 $2,283
     WFC79,560-10,958$2,283
Kinder Morgan Inc 161,685 +4,900 $2,251
     KMI161,685+4,900$2,251
Rayonier Inc 85,324 UNCH $2,009
     RYN85,324UNCH$2,009
US Bancorp 55,821 -14,000 $1,923
     USB55,821-14,000$1,923
MPLX LP 162,145 +7,350 $1,884
     MPLX162,145+7,350$1,884
Annaly Capital Mgmt 370,100 +13,800 $1,876
     NLY370,100+13,800$1,876
AT&T Corp 62,581 UNCH $1,824
     T62,581UNCH$1,824
Bristol Myers Squibb 32,080 UNCH $1,788
     BMY32,080UNCH$1,788
Chubb Limited 15,578 -750 $1,740
     CB15,578-750$1,740
Jefferies Financial Group Inc 125,244 UNCH $1,712
     JEF125,244UNCH$1,712
DFA US Core Equity Portfolio      $1,696
     MUT86,947+86,947$1,696
CitiGroup Inc 38,514 +1,428 $1,622
     C38,514+1,428$1,622
Oneok Inc 73,859 -47 $1,611
     OKE73,859-47$1,611
Exxon Mobil Corp 39,110 -6,367 $1,485
     XOM39,110-6,367$1,485
JPMorgan Chase 15,402 +19 $1,387
     JPM15,402+19$1,387
Nextera Energy Inc 5,238 UNCH $1,260
     NEE5,238UNCH$1,260
DFA International Core Equity      $1,109
     MUT111,224+18,546$1,109
iShares US Pfd ETF (PFF) 34,375 +1,000 $1,095
     PFF34,375+1,000$1,095
Chevron Corp 14,994 -3,025 $1,086
     CVX14,994-3,025$1,086
Waste Management 11,290 UNCH $1,045
     WM11,290UNCH$1,045
Honeywell Intl 7,350 -6,000 $983
     HON7,350-6,000$983
American Natl Ins Co 11,845 -5 $976
     ANAT11,845-5$976
Coca Cola Co 21,700 UNCH $960
     KO21,700UNCH$960
CVS Health 16,148 UNCH $958
     CVS16,148UNCH$958
Blackstone Mortgage Trust Inc. 51,000 +26,450 $950
     BXMT51,000+26,450$950
Eastgroup Properties 8,700 UNCH $909
     EGP8,700UNCH$909
CME Group Inc Cl A 5,000 UNCH $865
     CME5,000UNCH$865
Apollo Global Management Inc 25,000 UNCH $838
     APO25,000UNCH$838
American Express 9,700 -5,550 $830
     AXP9,700-5,550$830
Brookfield Infrastructure Corp 23,551 +23,551 $826
     BIPC23,551+23,551$826

See Full List: All Stocks Held By Karpas Strategies LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Karpas Strategies LLC

Size ($ in 1000's)
At 03/31/2020: $184,259
At 12/31/2019: $265,776

Karpas Strategies LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Karpas Strategies LLC 13F filings. Link to 13F filings: SEC filings

Karpas Strategies LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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