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Home > Institutional Investor > Bleakley Financial Group, Llc > Profile

Instuitional Investor - Bleakley Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Bleakley Financial Group, Llc
Portfolio Value $5,761,824,203
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 402,455 $275,657,186 4.78%
2.
Sprott Asset Management Lp
 4,851,346 $222,191,659 3.86%
3.
Apple Inc.
 AAPL 686,110 $186,525,950 3.24%
4.
Vanguard Index Fds - LARGE CAP ETF
 508,666 $160,128,097 2.78%
5.
Nvidia Corp
 NVDA 711,707 $132,733,362 2.3%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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