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Home > Institutional Investor > Lejeune Puetz Investment Counsel Llc > Profile

Instuitional Investor - Lejeune Puetz Investment Counsel Llc

Fund Profile
Filing Period:
Fund Name: Lejeune Puetz Investment Counsel Llc
Portfolio Value $279,208,235
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 78,644 $12,968,396 4.66%
2.
Microsoft Corp
 MSFT 34,425 $9,924,722 3.56%
3.
Ishares Floating Rate Bond Etf
 192,189 $9,684,418 3.48%
4.
Alphabet Inc.
 GOOG 66,268 $6,891,905 2.47%
5.
Vanguard Scottsdale Funds
 87,135 $6,642,310 2.38%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)