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Home > Institutional Investor > Kingfisher Capital Llc > Profile

Instuitional Investor - Kingfisher Capital Llc

Fund Profile
Filing Period:
Fund Name: Kingfisher Capital Llc
Portfolio Value $384,046
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 82,875 $15,956 4.15%
2.
Pimco Etf Trust
 130,831 $13,056 3.39%
3.
Microsoft Corp
 MSFT 26,092 $9,812 2.55%
4.
Spdr S & P Midcap 400 Etf Trust
 MDY 17,943 $9,104 2.37%
5.
Apollo Global Management Inc.
 APO 96,003 $8,947 2.32%
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)