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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 $302,469,180
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Brookfield Corp Cl A Ltd Vt Sh
 744,128 $29,854,415 9.87%
2.
Johnson & Johnson
 JNJ 134,036 $21,008,840 6.94%
3.
Schwab Charles Corp
 SCHW 250,124 $17,208,508 5.68%
4.
Merck & Co. Inc.
 MRK 132,934 $14,492,471 4.79%
5.
Oneok Inc W
 OKE 192,885 $13,544,418 4.47%
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)