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Home > Institutional Investor > Bank Of Stockton > Profile

Instuitional Investor - Bank Of Stockton

Fund Profile
Filing Period:
Fund Name: Bank Of Stockton
Portfolio Value $329,025,295
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 92,798 $54,628,327 16.6%
2.
Ishares Trust
 IEF 750,462 $46,761,288 14.21%
3.
Ishares Trust
 IEF 156,438 $18,024,901 5.47%
4.
Vanguard Bond Index Funds
 BND 231,966 $17,334,819 5.26%
5.
Apple Inc.
 AAPL 42,195 $10,566,472 3.21%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)