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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 $369,631,546
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Zurn Elkay Water Solns Corp
 1,506,735 $44,313,077 11.98%
2.
Apple Inc.
 AAPL 121,860 $23,461,648 6.34%
3.
Microsoft Corp
 MSFT 44,258 $16,642,926 4.5%
4.
Spdr S & P 500 Etf Trust
 SPY 17,852 $8,485,235 2.29%
5.
Kla Corp
 KLAC 10,870 $6,318,731 1.7%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)