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Institutional Investment Manager
KARPAS STRATEGIES, LLC
KARPAS STRATEGIES, LLC (CIK: 0001127544) incorporated in New York, located at 33 West Street, Rear, Litchfield, CT. Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 121 holdings with a total value of $218,810,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 EXXON MOBIL CORP 45,933 3,767,000 1.72%
102 PFIZER INC 110,491 3,780,000 1.73%
103 US BANCORP DEL 73,821 3,802,000 1.74%
104 TEXAS INSTRS INC 47,935 3,862,000 1.77%
105 DISNEY WALT CO 35,505 4,026,000 1.84%
106 First Natl of Nebraska Inc 520 4,134,000 1.89%
107 ONEOK PARTNERS LP 81,650 4,408,000 2.01%
108 BERKSHIRE HATHAWAY INC DEL 27,366 4,561,000 2.08%
109 GENERAL ELECTRIC CO 156,855 4,674,000 2.14%
110 W P CAREY INC 77,050 4,794,000 2.19%
111 COMCAST CORP NEW 127,816 4,805,000 2.20%
112 LIBERTY GLOBAL PLC 137,734 4,826,000 2.21%
113 WELLS FARGO & CO NEW 90,625 5,044,000 2.31%
114 BROOKFIELD PPTY PARTNERS L P 264,770 5,894,000 2.69%
115 VistaPrint NV 74,180 6,394,000 2.92%
116 BROOKFIELD INFRAST PARTNERS 206,248 7,976,000 3.65%
117 MERCK & CO INC 139,788 8,882,000 4.06%
118 BROOKFIELD ASSET MGMT INC 260,935 9,514,000 4.35%
119 SCHWAB CHARLES CORP 263,855 10,768,000 4.92%
120 MAGELLAN MIDSTREAM PRTNRS LP 158,646 12,201,000 5.58%
121 JOHNSON & JOHNSON 138,970 17,309,000 7.91%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001127544-17-000005, filed 2017.05.03).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.