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Home > Institutional Investor > Adalta Capital Management Llc > Profile

Instuitional Investor - Adalta Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Adalta Capital Management Llc
Portfolio Value $165,380,740
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 52,836 $19,868,449 12.01%
2.
Blackstone Inc.
 BX 93,166 $12,197,293 7.37%
3.
Home Depot Inc.
 HD 28,952 $10,033,316 6.06%
4.
Merck & Co. Inc.
 MRK 89,080 $9,780,093 5.91%
5.
Jpmorgan Chase & Co
 JPM 48,209 $8,200,351 4.95%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)