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Home > Institutional Investor > Capstone Financial Group, Inc. > Profile

Instuitional Investor - Capstone Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Capstone Financial Group, Inc.
Portfolio Value $129,392,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Agency Bond Etf
 109,906 $13,283,000 10.26%
2.
Apple Inc.
 AAPL 100,712 $11,397,000 8.8%
3.
Shopify Inc.
 SHOP 74,950 $7,804,000 6.03%
4.
Amazon Com Inc
 AMZN 41,580 $6,445,000 4.98%
5.
Pimco Etf Trust
 37,294 $3,801,000 2.93%
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)