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Home > Institutional Investor > Cubic Asset Management, Llc > Profile

Instuitional Investor - Cubic Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Cubic Asset Management, Llc
Portfolio Value $389,222,693
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 60,397 $22,711,688 5.83%
2.
Alphabet Inc.
 GOOG 92,068 $12,975,143 3.33%
3.
Meta Platforms Inc.
 META 35,674 $12,627,169 3.24%
4.
Pnc Financial Services Group Inc.
 PNC 78,722 $12,190,102 3.13%
5.
Berkshire Hathaway Inc
 BRK.A 25,911 $9,241,417 2.37%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)