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Home > Institutional Investor > Stonegate Investment Group, Llc > Profile

Instuitional Investor - Stonegate Investment Group, Llc

Fund Profile
Filing Period:
Fund Name: Stonegate Investment Group, Llc
Portfolio Value $3,740,620,503
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 996,072 $221,257,472 5.91%
2.
Jpmorgan Chase & Co
 JPM 712,086 $174,674,606 4.67%
3.
Walmart Inc.
 WMT 1,965,510 $172,552,132 4.61%
4.
Microsoft Corp
 MSFT 439,449 $164,964,611 4.41%
5.
Berkshire Hathaway Inc
 BRK.A 296,951 $158,150,334 4.23%
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)