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Home > Institutional Investor > Elefante Mark B > Profile

Instuitional Investor - Elefante Mark B

Fund Profile
Filing Period:
Fund Name: Elefante Mark B
Portfolio Value $133,132,560
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 48,115 $7,601,689 5.71%
2.
Microsoft Corp
 MSFT 13,490 $6,710,060 5.04%
3.
Mastercard Inc
 MA 11,224 $6,307,215 4.74%
4.
Apple Inc.
 AAPL 30,309 $6,218,498 4.67%
5.
Alphabet Inc.
 GOOGL 34,666 $6,109,189 4.59%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)