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Home > Institutional Investor > Roosevelt Investment Group Inc > Profile

Instuitional Investor - Roosevelt Investment Group Inc

Fund Profile
Filing Period:
Fund Name: Roosevelt Investment Group Inc
Portfolio Value $1,389,688,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,457,420 $76,762,000 5.52%
2.
Apple Inc.
 AAPL 530,032 $73,250,000 5.27%
3.
Microsoft Corp
 MSFT 256,189 $59,666,000 4.29%
4.
Berkshire Hathaway Inc
 BRK.A 177,412 $47,373,000 3.4%
5.
Vanguard Index Fds
 350,294 $43,254,000 3.11%
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)