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Home > Institutional Investor > Rosenbaum Jay D. > Profile

Instuitional Investor - Rosenbaum Jay D.

Fund Profile
Filing Period:
Fund Name: Rosenbaum Jay D.
Portfolio Value $38,705,132
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Net Power Inc Cl A
 500,000 $5,050,000 13.04%
2.
Microsoft Corp
 MSFT 8,068 $3,033,891 7.83%
3.
Apple Inc.
 AAPL 11,098 $2,136,698 5.52%
4.
Amazon Com Inc
 AMZN 12,441 $1,890,286 4.88%
5.
Alphabet Inc.
 GOOG 8,745 $1,232,433 3.18%
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)