Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Carl Stuart Investment Advisor, Inc > Profile

Instuitional Investor - Carl Stuart Investment Advisor, Inc

Fund Profile
Filing Period:
Fund Name: Carl Stuart Investment Advisor, Inc
Portfolio Value $110,805,265
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 560,670 $45,509,568 41.07%
2.
Vanguard Star Fds
 371,788 $28,047,724 25.31%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 41,246 $25,866,430 23.34%
4.
Raymond James Financial Inc
 RJF 19,115 $3,069,678 2.77%
5.
Vanguard Index Fds
 7,461 $2,082,767 1.88%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.