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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 $228,908,419
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 337,854 $108,386,922 47.35%
2.
Ishares Trust
 IAU 528,842 $46,622,693 20.37%
3.
Vanguard Star Fds
 376,108 $29,001,666 12.67%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 41,021 $24,511,958 10.71%
5.
Berkshire Hathaway Inc
 BRK.A 6,058 $2,902,994 1.27%
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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