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Home > Institutional Investor > Bleakley Financial Group, Llc > Profile

Instuitional Investor - Bleakley Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Bleakley Financial Group, Llc
Portfolio Value $6,391,593,434
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 521,601 $340,714,736 5.33%
2.
Sprott Asset Management Lp
 4,192,955 $200,087,825 3.13%
3.
Apple Inc.
 AAPL 717,733 $182,153,453 2.85%
4.
Ishares Trust
 IEF 2,560,144 $172,886,511 2.7%
5.
Ishares Trust
 IEF 1,324,064 $164,594,345 2.58%
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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