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Home > Institutional Investor > Schubert & Co > Profile

Instuitional Investor - Schubert & Co

Fund Profile
Filing Period:
Fund Name: Schubert & Co
Portfolio Value $148,470,097
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fiserv Inc
 FI 314,565 $64,617,955 43.52%
2.
Apple Inc.
 AAPL 73,741 $18,466,339 12.43%
3.
Dimensional Etf Trust
 408,245 $14,121,196 9.51%
4.
Danaher Corp
 DHR 39,530 $9,074,112 6.11%
5.
First Tr Exchng Traded Fd Vi
 121,093 $4,536,242 3.05%
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)