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Home > Institutional Investor > Jbr Co Financial Management Inc > Profile

Instuitional Investor - Jbr Co Financial Management Inc

Fund Profile
Filing Period:
Fund Name: Jbr Co Financial Management Inc
Portfolio Value $170,922,192
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 200,385 $21,717,679 12.71%
2.
Vanguard World Fund
 16,936 $9,185,748 5.37%
3.
Spdr Ser Tr
 77,339 $7,094,306 4.15%
4.
Apple Inc.
 AAPL 31,150 $6,919,350 4.05%
5.
Spdr Series Trust
 103,146 $6,782,881 3.97%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)