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Home > Institutional Investor > Windsor Financial Group Llc > Profile

Instuitional Investor - Windsor Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Windsor Financial Group Llc
Portfolio Value $214,450,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 59,846 $10,136,000 4.73%
2.
Vanguard Scottsdale Funds
 113,680 $9,099,000 4.24%
3.
Markel Corp
 MKL 8,354 $8,152,000 3.8%
4.
Apple Inc
 AAPL 214,892 $7,737,000 3.61%
5.
Comcast Corp
 CMCSA 177,253 $6,899,000 3.22%
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)