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Home > Institutional Investor > Fox Hill Wealth Management > Profile

Instuitional Investor - Fox Hill Wealth Management

Fund Profile
Filing Period:
Fund Name: Fox Hill Wealth Management
Portfolio Value $176,801,073
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 41,214 $17,371,766 9.82%
2.
Apple Inc.
 AAPL 50,151 $12,558,701 7.1%
3.
Nvidia Corp
 NVDA 70,307 $9,441,557 5.34%
4.
Eli Lilly & Co
 LLY 9,381 $7,242,216 4.09%
5.
Costco Wholesale Corp W
 COST 6,762 $6,195,452 3.5%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)