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Home > Institutional Investor > Hofer & Associates. Inc > 13F Holdings

Instuitional Investor - Hofer & Associates. Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 207,313 $24,668,213 11.93%
2.
Spdr Series Trust - ST STR BLO 1 ETF
 181,339 $16,617,883 8.03%
3.
Spdr Series Trust
 KRE 226,703 $13,781,293 6.66%
4.
Vanguard Index Fds - GROWTH ETF
 140,328 $12,087,821 5.84%
5.
Amgen Inc
 AMGN 27,480 $9,950,950 4.81%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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