Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Exchange Bank > Profile

Instuitional Investor - Exchange Bank

Fund Profile
Filing Period:
Fund Name: Exchange Bank
Portfolio Value $126,354,676
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 26,811 $5,500,815 4.35%
2.
Ishares National Amt-Free Muni
 51,375 $5,367,659 4.25%
3.
Microsoft Corp
 MSFT 9,349 $4,650,291 3.68%
4.
Johnson & Johnson
 JNJ 25,232 $3,854,194 3.05%
5.
Vanguard Total Stock Market Etf
 12,657 $3,846,841 3.04%
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%
Subscribe Now

Returns since its inception in May 2014 (through August 15th, 2025)