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Home > Institutional Investor > Kapstone Financial Advisors Llc > Profile

Instuitional Investor - Kapstone Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Kapstone Financial Advisors Llc
Portfolio Value $200,535,461
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 53,283 $33,083,275 16.5%
2.
Microstrategy Inc
 MSTR 70,485 $28,492,152 14.21%
3.
Apple Inc.
 AAPL 87,445 $17,941,126 8.95%
4.
Ishares Tr - CORE HIGH DV ETF
 99,751 $11,687,825 5.83%
5.
Meta Platforms Inc.
 META 9,290 $6,856,856 3.42%
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)