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Home > Institutional Investor > Bernzott Capital Advisors > Profile

Instuitional Investor - Bernzott Capital Advisors

Fund Profile
Filing Period:
Fund Name: Bernzott Capital Advisors
Portfolio Value $233,453,898
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 439,532 $69,380,146 29.72%
2.
Vanguard Bond Index Funds
 BND 142,649 $10,006,813 4.29%
3.
Cvb Financial Corp
 CVBF 418,246 $9,038,297 3.87%
4.
Mp Materials Corp. / De
 MP 162,517 $7,685,405 3.29%
5.
Becton Dickinson & Co
 BDX 38,791 $6,943,642 2.97%
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.