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Home > Institutional Investor > Crestpoint Capital Management, Llc > Profile

Instuitional Investor - Crestpoint Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Crestpoint Capital Management, Llc
Portfolio Value $180,173,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 83,979 $7,024,000 3.89%
2.
Microsoft Corp
 MSFT 48,400 $4,140,000 2.29%
3.
Abbott Laboratories
 ABT 66,300 $3,784,000 2.1%
4.
Apple Inc
 AAPL 88,000 $3,723,000 2.06%
5.
Facebook Inc
 FB 20,900 $3,688,000 2.04%
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)