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 > Exchange Bank > Profile

Instuitional Investor - Exchange Bank

Fund Profile
Filing Period:
Fund Name: Exchange Bank
Portfolio Value $123,978,666
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares National Amt-Free Muni
 62,236 $6,562,164 5.29%
2.
Apple Inc.
 AAPL 27,587 $6,127,897 4.94%
3.
Johnson & Johnson
 JNJ 25,379 $4,208,854 3.39%
4.
Ishares Trust
 IEF 39,351 $3,892,601 3.14%
5.
Procter & Gamble Co
 PG 22,724 $3,872,622 3.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)