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Home > Institutional Investor > Carl Stuart Investment Advisor, Inc > Profile

Instuitional Investor - Carl Stuart Investment Advisor, Inc

Fund Profile
Filing Period:
Fund Name: Carl Stuart Investment Advisor, Inc
Portfolio Value $195,399,371
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 327,890 $99,655,605 51%
2.
Ishares Trust
 IAU 590,679 $36,834,742 18.85%
3.
Vanguard Star Fds
 341,227 $23,575,391 12.07%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 41,474 $23,558,750 12.06%
5.
Raymond James Financial Inc
 RJF 28,475 $4,367,211 2.24%
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)