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Home > Institutional Investor > Kuntz Lesher Capital Llc > Profile

Instuitional Investor - Kuntz Lesher Capital Llc

Fund Profile
Filing Period:
Fund Name: Kuntz Lesher Capital Llc
Portfolio Value $1,137,608,228
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 391,609 $243,150,133 21.37%
2.
Ishares Tr - CORE MSCI EAFE
 1,202,947 $100,421,977 8.83%
3.
Ishares Trust
 IEF 1,253,707 $77,754,904 6.83%
4.
Schwab Strategic Trust
 FNDF 2,336,816 $57,111,772 5.02%
5.
Ishares Trust
 IEF 416,197 $45,486,122 4%
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)