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Home > Institutional Investor > Eldridge Investment Advisors, Inc. > Profile

Instuitional Investor - Eldridge Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Eldridge Investment Advisors, Inc.
Portfolio Value $504,872,995
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 330,853 $54,349,148 10.76%
2.
Spdr Series Trust
 KRE 416,733 $36,622,521 7.25%
3.
Ishares Trust
 IEF 39,389 $29,497,762 5.84%
4.
Blackrock Etf Trust
 DYNF 350,439 $23,833,329 4.72%
5.
Jpmorgan Active Bond Etf - ETF
 322,418 $17,249,382 3.42%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.