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Home > Institutional Investor > Karpas Strategies, Llc > Profile

Instuitional Investor - Karpas Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Karpas Strategies, Llc
Portfolio Value $318,832,541
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Brookfield Corp
 BN 717,839 $29,819,032 9.35%
2.
Johnson & Johnson
 JNJ 130,223 $19,033,373 5.97%
3.
Schwab Charles Corp
 SCHW 251,003 $18,496,412 5.8%
4.
Merck & Co. Inc.
 MRK 133,008 $16,466,340 5.16%
5.
Oneok Inc W
 OKE 194,324 $15,847,117 4.97%
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)