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Home > Institutional Investor > Stonnington Group, Llc > Profile

Instuitional Investor - Stonnington Group, Llc

Fund Profile
Filing Period:
Fund Name: Stonnington Group, Llc
Portfolio Value $384,107,765
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 900,470 $30,480,910 7.93%
2.
Apple Inc.
 AAPL 126,664 $20,970,549 5.45%
3.
Berkshire Hathaway Inc
 BRK.A 36 $17,667,360 4.59%
4.
Unitedhealth Group Inc
 UNH 23,188 $12,202,338 3.17%
5.
Microsoft Corp
 MSFT 32,290 $9,359,035 2.43%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)