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Home > Institutional Investor > Independent Portfolio Consultants, Inc. > Profile

Instuitional Investor - Independent Portfolio Consultants, Inc.

Fund Profile
Filing Period:
Fund Name: Independent Portfolio Consultants, Inc.
Portfolio Value $241,075,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc
 AAPL 150,180 $5,407,000 2.24%
2.
Amazon Com Inc
 AMZN 91,000 $4,404,000 1.82%
3.
Facebook Inc
 FB 22,983 $3,470,000 1.43%
4.
Jpmorgan Chase & Co
 JPM 36,229 $3,311,000 1.37%
5.
Citigroup Inc
 C 47,749 $3,193,000 1.32%
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%

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

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