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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 $1,061,209,892
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 393,465 $221,088,135 20.83%
2.
Ishares Tr - CORE MSCI EAFE
 1,151,203 $87,088,538 8.21%
3.
Ishares Trust
 IEF 1,242,930 $72,524,951 6.83%
4.
Schwab Strategic Trust
 FNDF 2,567,549 $56,691,473 5.34%
5.
Ishares Trust
 IEF 407,010 $42,560,996 4.01%
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)