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Home > Institutional Investor > Fidelis Capital Partners, Llc > Profile

Instuitional Investor - Fidelis Capital Partners, Llc

Fund Profile
Filing Period:
Fund Name: Fidelis Capital Partners, Llc
Portfolio Value $452,140,427
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 175,177 $33,726,835 7.45%
2.
Microsoft Corp
 MSFT 82,814 $31,141,230 6.88%
3.
Spdr S & P 500 Etf Trust
 SPY 43,521 $20,685,967 4.57%
4.
Ishares Trust
 IEF 36,535 $17,450,209 3.85%
5.
Amazon Com Inc
 AMZN 74,043 $11,250,014 2.48%
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)