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Home > Institutional Investor > Robshaw & Julian Associates Inc > Profile

Instuitional Investor - Robshaw & Julian Associates Inc

Fund Profile
Filing Period:
Fund Name: Robshaw & Julian Associates Inc
Portfolio Value $139,507,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc
 AAPL 223,452 $8,045,000 5.76%
2.
Chevron Corp
 CVX 73,869 $6,749,000 4.83%
3.
Jpmorgan Chase & Co
 JPM 73,600 $6,690,000 4.79%
4.
Google Inc.
 GOOG 142,280 $6,465,000 4.63%
5.
Johnson & Johnson
 JNJ 46,935 $6,209,000 4.45%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)