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Home > Institutional Investor > Newbridge Financial Services Group, Inc. > Profile

Instuitional Investor - Newbridge Financial Services Group, Inc.

Fund Profile
Filing Period:
Fund Name: Newbridge Financial Services Group, Inc.
Portfolio Value $808,265,339
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 244,058 $48,833,471 6.04%
2.
Market Vectors Etf Trust
 GDX 46,477 $30,483,939 3.77%
3.
Amazon Com Inc
 AMZN 111,890 $26,667,783 3.3%
4.
Apple Inc.
 AAPL 92,138 $26,660,966 3.3%
5.
Crowdstrike Holdings Inc.
 CRWD 139,520 $26,618,323 3.29%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.