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Home > Institutional Investor > Fulton Breakefield Broenniman Llc > Profile

Instuitional Investor - Fulton Breakefield Broenniman Llc

Fund Profile
Filing Period:
Fund Name: Fulton Breakefield Broenniman Llc
Portfolio Value $1,584,419,218
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 211,774 $145,052,174 9.15%
2.
Apple Inc.
 AAPL 339,272 $92,234,549 5.82%
3.
Microsoft Corp
 MSFT 178,111 $86,138,126 5.44%
4.
Alphabet Inc.
 GOOGL 252,967 $79,178,565 5%
5.
Vanguard Tax-Managed Fds
 1,089,937 $68,088,369 4.3%
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)

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