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Home > Institutional Investor > Eldridge Investment Advisors, Inc. > Profile

Instuitional Investor - Eldridge Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Eldridge Investment Advisors, Inc.
Portfolio Value $454,116,021
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 332,634 $49,459,417 10.89%
2.
Spdr Series Trust
 407,093 $32,657,028 7.19%
3.
Ishares Trust
 IEF 39,535 $27,079,156 5.96%
4.
Blackrock Etf Trust
 293,970 $17,876,305 3.94%
5.
Jpmorgan Active Bond Etf - ETF
 267,004 $14,436,933 3.18%
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)

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