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Home > Institutional Investor > Girard Partners Ltd. > Profile

Instuitional Investor - Girard Partners Ltd.

Fund Profile
Filing Period:
Fund Name: Girard Partners Ltd.
Portfolio Value $985,447,324
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 343,161 $66,068,886 6.7%
2.
Spdr Series Trust
 1,111,280 $62,120,596 6.3%
3.
Vanguard Total International Stock Etf
 953,537 $55,267,024 5.6%
4.
Spdr Series Trust
 1,471,934 $37,740,407 3.82%
5.
Microsoft Corp
 MSFT 99,952 $37,586,106 3.81%
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)