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Home > Institutional Investor > J. W. Coons Advisors, Llc > Profile

Instuitional Investor - J. W. Coons Advisors, Llc

Fund Profile
Filing Period:
Fund Name: J. W. Coons Advisors, Llc
Portfolio Value $379,078,588
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 117,149 $26,022,359 6.86%
2.
Zurn Elkay Water Solns Corp
 688,164 $22,695,649 5.99%
3.
Microsoft Corp
 MSFT 44,650 $16,761,061 4.42%
4.
Spdr S & P 500 Etf Trust
 SPY 17,799 $9,956,583 2.63%
5.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 146,740 $7,429,447 1.96%
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)