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Home > Institutional Investor > Bellars Harris Wealth Management, Llc > Profile

Instuitional Investor - Bellars Harris Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Bellars Harris Wealth Management, Llc
Portfolio Value $491,284,784
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Caterpillar Inc
 CAT 13,845 $14,743,541 3%
2.
Blue Buffalo Pet Products Inc.
 BUFF 426,335 $14,610,500 2.97%
3.
Cisco Systems Inc.
 CSCO 112,851 $13,255,478 2.7%
4.
Jpmorgan Chase & Co
 JPM 39,817 $13,033,198 2.65%
5.
Johnson Controls International Plc
 JCI 75,639 $11,051,614 2.25%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.