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Home > Institutional Investor > Stewart & Patten Co Llc > Profile

Instuitional Investor - Stewart & Patten Co Llc

Fund Profile
Filing Period:
Fund Name: Stewart & Patten Co Llc
Portfolio Value $668,922,846
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 100,992 $42,489,226 6.35%
2.
Jpmorgan Chase & Co
 JPM 201,529 $40,366,329 6.03%
3.
Apple Inc.
 AAPL 189,580 $32,509,157 4.86%
4.
Home Depot Inc.
 HD 83,482 $32,023,546 4.79%
5.
Stryker Corp
 SYK 80,854 $28,935,220 4.33%
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)