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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 $3,748,531,508
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,002,672 $251,089,182 6.69%
2.
Microsoft Corp
 MSFT 432,342 $182,232,427 4.86%
3.
Walmart Inc.
 WMT 1,976,278 $178,556,696 4.76%
4.
Jpmorgan Chase & Co
 JPM 714,076 $171,171,242 4.56%
5.
Alphabet Inc.
 GOOGL 853,050 $161,482,353 4.3%
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)