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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 $924,879,551
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 329,278 $157,273,181 17%
2.
Schwab Strategic Trust
 FNDF 1,618,011 $91,255,842 9.86%
3.
Ishares Tr
 1,104,952 $77,733,375 8.4%
4.
Ishares Trust
 IEF 192,190 $53,265,434 5.75%
5.
Schwab Strategic Trust
 FNDF 587,211 $44,228,741 4.78%
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)