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Home > Institutional Investor > Fieldpoint Private Securities, Llc > Profile

Instuitional Investor - Fieldpoint Private Securities, Llc

Fund Profile
Filing Period:
Fund Name: Fieldpoint Private Securities, Llc
Portfolio Value $344,439,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 100,121 $13,689,000 3.97%
2.
S&P Global Inc.
 SPGI 36,760 $12,390,000 3.59%
3.
Spdr S & P 500 Etf Trust
 SPY 32,004 $12,074,000 3.5%
4.
Ishares International Select Dividend Etf
 285,328 $7,750,000 2.24%
5.
Microsoft Corp
 MSFT 28,290 $7,266,000 2.1%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)