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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 $126,205,306
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 30,539 $6,783,628 5.38%
2.
Mastercard Inc
 MA 12,164 $6,667,331 5.28%
3.
Fiserv Inc
 FI 27,548 $6,083,425 4.82%
4.
Automatic Data Processing Inc
 ADP 17,713 $5,411,853 4.29%
5.
Nvidia Corp
 NVDA 48,765 $5,285,150 4.19%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)