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Home > Institutional Investor > Stonebrook Private Inc. > Profile

Instuitional Investor - Stonebrook Private Inc.

Fund Profile
Filing Period:
Fund Name: Stonebrook Private Inc.
Portfolio Value $382,077,111
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 118,866 $21,167,689 5.54%
2.
Apple Inc.
 AAPL 82,894 $20,758,354 5.43%
3.
Microsoft Corp
 MSFT 39,807 $16,778,717 4.39%
4.
Ishares Tr
 319,685 $16,773,887 4.39%
5.
Ishares Tr
 156,433 $15,147,375 3.96%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)