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Home > Institutional Investor > Derby & Company, Inc > Profile

Instuitional Investor - Derby & Company, Inc

Fund Profile
Filing Period:
Fund Name: Derby & Company, Inc
Portfolio Value $495,322,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 433,897 $66,647,000 13.45%
2.
Vanguard Index Fds
 322,563 $64,809,000 13.08%
3.
Ishares Trust
 IEF 243,136 $58,768,000 11.86%
4.
Vanguard Index Fds
 299,800 $40,584,000 8.19%
5.
Ishares Trust
 IEF 151,427 $38,591,000 7.79%
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)