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Home > Institutional Investor > Kpp Advisory Services Llc > Profile

Instuitional Investor - Kpp Advisory Services Llc

Fund Profile
Filing Period:
Fund Name: Kpp Advisory Services Llc
Portfolio Value $113,807,953
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 61,853 $11,908,603 10.46%
2.
Microsoft Corp
 MSFT 26,363 $9,913,505 8.71%
3.
Tesla Inc.
 TSLA 26,146 $6,496,755 5.7%
4.
Amazon Com Inc
 AMZN 35,835 $5,444,812 4.78%
5.
Ford Motor Co
 F 249,749 $3,041,891 2.67%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)