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Home > Institutional Investor > O'keefe Stevens Advisory, Inc. > Profile

Instuitional Investor - O'keefe Stevens Advisory, Inc.

Fund Profile
Filing Period:
Fund Name: O'keefe Stevens Advisory, Inc.
Portfolio Value $304,993,417
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 486,146 $52,688,473 17.28%
2.
Qualcomm Inc
 QCOM 139,423 $21,416,732 7.02%
3.
Bgc Group Inc
 1,683,920 $15,441,548 5.06%
4.
Amgen Inc
 AMGN 48,999 $15,265,595 5.01%
5.
Loews Corp
 L 165,025 $15,167,473 4.97%
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)