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Home > Institutional Investor > Whitnell & Co. > Profile

Instuitional Investor - Whitnell & Co.

Fund Profile
Filing Period:
Fund Name: Whitnell & Co.
Portfolio Value $4,451,526,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 331,257 $15,225,000 4.67%
2.
First Tr Exchange Traded Fd
 413,486 $10,540,000 3.23%
3.
Apple Inc.
 AAPL 141,672 $10,400,000 3.19%
4.
Fiserv Inc
 FISV 14,280.166,666,667 $9,907,000 3.04%
5.
Vanguard Intl Equity Index Funds
 VWO 160,293 $9,472,000 2.9%
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)