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Home > Institutional Investor > Calton & Associates, Inc. > Profile

Instuitional Investor - Calton & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Calton & Associates, Inc.
Portfolio Value $438,734,734
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Williams Companies Inc.
 WMB 712,990 $19,166,944 4.37%
2.
Visa Inc.
 V 40,278 $18,886,979 4.3%
3.
Cummins Inc
 CMI 73,938 $16,423,856 3.74%
4.
Ishares Tr - GLB CNSM STP ETF
 26,892 $15,043,379 3.43%
5.
T-Mobile Us Inc.
 TMUS 260,751 $14,278,720 3.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)