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Home > Institutional Investor > Oxford Financial Group Ltd > Profile

Instuitional Investor - Oxford Financial Group Ltd

Fund Profile
Filing Period:
Fund Name: Oxford Financial Group Ltd
Portfolio Value $1,819,542,069
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 795,893 $266,839,032 14.67%
2.
Intuitive Surgical Inc
 ISRG 363,997 $206,153,341 11.33%
3.
Listed Fds Tr
 3,974,977 $176,727,487 9.71%
4.
Eli Lilly & Co
 LLY 136,148 $146,315,992 8.04%
5.
Spdr Index Shs Fds
 1,862,224 $115,718,608 6.36%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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