Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Bank Of Stockton > Profile

Instuitional Investor - Bank Of Stockton

Fund Profile
Filing Period:
Fund Name: Bank Of Stockton
Portfolio Value $313,825,069
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 91,539 $51,435,765 16.39%
2.
Ishares Trust
 IEF 726,240 $42,376,104 13.5%
3.
Vanguard Bond Index Funds
 BND 208,816 $15,989,041 5.09%
4.
Ishares Trust
 IEF 152,337 $15,929,880 5.08%
5.
Ishares Trust
 IEF 57,195 $10,900,223 3.47%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)