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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 $204,619,497
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco S&P 500 Quality Etf - ETF - LARGE CAP
 437,167 $29,001,499 14.17%
2.
Berkshire Hathaway Inc
 BRK.A 32 $25,550,131 12.49%
3.
Spdr S & P 500 Etf Trust
 SPY 19,837 $11,096,587 5.42%
4.
Ishares Trust
 IEF 158,738 $9,260,658 4.53%
5.
Microsoft Corp
 MSFT 16,705 $6,270,671 3.06%
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)