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Home > Institutional Investor > Bank Of Stockton > 13F Holdings

Instuitional Investor - Bank Of Stockton

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 91,259 $59,611,291 18.43%
2.
Ishares Trust
 IEF 542,553 $36,638,604 11.33%
3.
Ishares Trust
 IEF 128,215 $15,938,407 4.93%
4.
Apple Inc.
 AAPL 43,309 $10,991,391 3.4%
5.
Ishares Trust
 IEF 50,741 $10,713,962 3.31%
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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