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Home > Institutional Investor > Northrock Partners, Llc > Profile

Instuitional Investor - Northrock Partners, Llc

Fund Profile
Filing Period:
Fund Name: Northrock Partners, Llc
Portfolio Value $1,071,681,851
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 358,139 $170,227,153 15.88%
2.
Spdr Series Trust
 1,970,786 $91,897,759 8.57%
3.
Ishares Tr
 818,731 $82,094,195 7.66%
4.
Apple Inc.
 AAPL 297,639 $57,304,358 5.34%
5.
Spdr Series Trust
 867,089 $56,412,789 5.26%
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)