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Home > Institutional Investor > Union Savings Bank > Profile

Instuitional Investor - Union Savings Bank

Fund Profile
Filing Period:
Fund Name: Union Savings Bank
Portfolio Value $203,375,398
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco S&P 500 Quality Etf - ETF - LARGE CAP
 388,123 $26,011,842 12.79%
2.
Berkshire Hathaway Inc
 BRK.A 32 $21,789,440 10.71%
3.
Spdr S & P 500 Etf Trust
 SPY 19,389 $11,363,473 5.58%
4.
Ishares Trust
 IEF 168,665 $10,509,399 5.16%
5.
Microsoft Corp
 MSFT 16,471 $6,942,506 3.41%
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)