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Home > Institutional Investor > Mattern Capital Management, Llc > Profile

Instuitional Investor - Mattern Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Mattern Capital Management, Llc
Portfolio Value $785,399,946
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 77,684 $17,256,009 2.2%
2.
Brown & Brown Inc.
 BRO 118,562 $14,749,113 1.88%
3.
Microsoft Corp
 MSFT 37,432 $14,051,466 1.79%
4.
Costco Wholesale Corp W
 COST 14,083 $13,319,613 1.7%
5.
Cencora Inc.
 COR 47,570 $13,228,741 1.68%
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)