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Home > Institutional Investor > Corefirst Bank & Trust > Profile

Instuitional Investor - Corefirst Bank & Trust

Fund Profile
Filing Period:
Fund Name: Corefirst Bank & Trust
Portfolio Value $140,801,824
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 58,100 $9,947,301 7.06%
2.
Colgate Palmolive Co
 CL 132,489 $9,421,293 6.69%
3.
Avantis Intl Small Cap Value
 69,220 $4,004,377 2.84%
4.
Vanguard Whitehall Funds
 36,642 $3,785,851 2.68%
5.
Microsoft Corp
 MSFT 10,808 $3,412,627 2.42%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)