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Home > Institutional Investor > Lehman & Derafelo Financial Resources Llc > Profile

Instuitional Investor - Lehman & Derafelo Financial Resources Llc

Fund Profile
Filing Period:
Fund Name: Lehman & Derafelo Financial Resources Llc
Portfolio Value $337,109,041
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nextera Energy Inc
 NEE 1,160,606 $97,026,668 28.78%
2.
Tidal Etf Tr
 1,025,944 $30,121,707 8.93%
3.
China North East Petroleum Holdings Ltd
 NEP 359,102 $25,169,460 7.46%
4.
Berkshire Hathaway Inc
 BRK.A 63,582 $19,640,572 5.82%
5.
Amazon Com Inc
 AMZN 131,737 $11,065,942 3.28%
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)