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Home > Institutional Investor > Valley Brook Capital Group > Profile

Instuitional Investor - Valley Brook Capital Group

Fund Profile
Filing Period:
Fund Name: Valley Brook Capital Group
Portfolio Value $133,851,467
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 50,374 $12,614,588 9.42%
2.
Microsoft Corp
 MSFT 24,765 $10,438,514 7.79%
3.
Home Depot Inc.
 HD 12,807 $4,981,785 3.72%
4.
Nvidia Corp
 NVDA 31,461 $4,224,927 3.15%
5.
Jpmorgan Chase & Co
 JPM 17,150 $4,111,096 3.07%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)