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Home > Institutional Investor > Trutina Financial Llc > Profile

Instuitional Investor - Trutina Financial Llc

Fund Profile
Filing Period:
Fund Name: Trutina Financial Llc
Portfolio Value $76,660,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 37,800 $6,161,000 8.03%
2.
Schwab Strategic Trust
 FNDF 103,699 $5,340,000 6.96%
3.
At&T Inc.
 T 154,377.075 $4,955,000 6.46%
4.
Wisdomtree Trust
 83,570 $3,578,000 4.66%
5.
A B B Ltd
 ABB 162,105 $3,416,000 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%
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Returns since its inception in May 2014 (through Feb 16th, 2024)