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Home > Institutional Investor > Fidelis Capital Partners, Llc > Profile

Instuitional Investor - Fidelis Capital Partners, Llc

Fund Profile
Filing Period:
Fund Name: Fidelis Capital Partners, Llc
Portfolio Value $940,804,039
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 94,495 $52,032,727 5.53%
2.
Apple Inc.
 AAPL 236,057 $49,402,064 5.25%
3.
Ishares Trust
 IEF 74,761 $41,356,961 4.4%
4.
Microsoft Corp
 MSFT 100,371 $39,330,432 4.18%
5.
Nvidia Corp
 NVDA 269,752 $29,945,163 3.18%
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)