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Home > Institutional Investor > Lodestar Investment Counsel Llc > Profile

Instuitional Investor - Lodestar Investment Counsel Llc

Fund Profile
Filing Period:
Fund Name: Lodestar Investment Counsel Llc
Portfolio Value $973,874,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 382,351 $51,220,000 5.25%
2.
Apple Inc
 AAPL 685,548 $33,921,000 3.48%
3.
Walt Disney Co
 DIS 232,902 $32,522,000 3.33%
4.
Nestle Sa-Spons Adr For Reg
 NSRGY 307,165 $31,761,000 3.26%
5.
Lowes Companies Inc
 LOW 292,672 $29,533,000 3.03%
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)