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Home > Institutional Investor > Wittenberg Investment Management, Inc. > Profile

Instuitional Investor - Wittenberg Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Wittenberg Investment Management, Inc.
Portfolio Value $260,700,485
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 102,163 $51,352,232 19.7%
2.
Apple Inc.
 AAPL 104,668 $28,455,042 10.91%
3.
Alphabet Inc.
 GOOGL 85,186 $26,731,367 10.25%
4.
Siriusxm Holdings Inc
 1,092,331 $21,841,159 8.38%
5.
Alphabet Inc.
 GOOGL 68,052 $21,300,276 8.17%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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