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Home > Institutional Investor > Bmt Investment Advisors > Profile

Instuitional Investor - Bmt Investment Advisors

Fund Profile
Filing Period:
Fund Name: Bmt Investment Advisors
Portfolio Value $159,287,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 94,888 $6,032,000 3.78%
2.
Microsoft Corp
 MSFT 32,953 $5,197,000 3.26%
3.
Becton Dickinson & Co
 BDX 17,658.7 $3,958,000 2.48%
4.
Jpmorgan Chase & Co
 JPM 43,205 $3,890,000 2.44%
5.
Thermo Fisher Scientific Inc.
 TMO 13,282 $3,767,000 2.36%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)