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 > Fox Financial, Inc > Profile

Instuitional Investor - Fox Financial, Inc

Fund Profile
Filing Period:
Fund Name: Fox Financial, Inc
Portfolio Value $125,422,807
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Watford Holdings Ltd.
 WTRE 311,384 $27,426,662 21.87%
2.
Spdr Series Trust
 304,899 $25,154,392 20.06%
3.
Ishares Tr
 282,299 $21,138,553 16.85%
4.
Invesco Qqq Tr
 31,284 $19,217,795 15.32%
5.
Ishares Trust
 IEF 156,557 $15,071,786 12.02%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.