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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 $114,810,874
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 52,961 $10,196,491 8.88%
2.
Microsoft Corp
 MSFT 24,694 $9,285,924 8.08%
3.
Home Depot Inc.
 HD 12,194 $4,225,836 3.68%
4.
Abbvie Inc.
 ABBV 22,845 $3,540,296 3.08%
5.
Union Pacific Corp
 UNP 14,356 $3,526,198 3.07%
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)