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Home > Institutional Investor > Hutner Daniel Ellsworth > Profile

Instuitional Investor - Hutner Daniel Ellsworth

Fund Profile
Filing Period:
Fund Name: Hutner Daniel Ellsworth
Portfolio Value $117,394,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 57 $12,368,000 10.53%
2.
Coca Cola Co
 KO 203,472 $9,223,000 7.85%
3.
Johnson & Johnson
 JNJ 60,172 $7,299,000 6.21%
4.
Pepsico Inc
 PEP 63,538 $6,731,000 5.73%
5.
Procter & Gamble Co
 PG 76,092 $6,443,000 5.48%
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)