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Home > Institutional Investor > R.p. Boggs & Co. Wealth Mangement > Profile

Instuitional Investor - R.p. Boggs & Co. Wealth Mangement

Fund Profile
Filing Period:
Fund Name: R.p. Boggs & Co. Wealth Mangement
Portfolio Value $167,694,334
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Construction Partners Inc.
 ROAD 308,657 $27,303,780 16.28%
2.
Spdr Gold Trust
 GLD 72,786 $17,623,632 10.5%
3.
Cadre Holdings Inc.
 CDRE 455,824 $14,723,105 8.77%
4.
Heico Corp
 HEI, HEI.A 54,143 $10,074,865 6%
5.
Tyler Technologies Inc
 TYL 16,253 $9,372,075 5.58%
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)