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Home > Institutional Investor > Ntb Financial Corp > Profile

Instuitional Investor - Ntb Financial Corp

Fund Profile
Filing Period:
Fund Name: Ntb Financial Corp
Portfolio Value $123,496,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 47,164 $6,448,000 5.22%
2.
Exxon Mobil Corp
 XOM 40,798 $3,494,000 2.82%
3.
Bristol Myers Squibb Co
 BMY 43,396 $3,341,000 2.7%
4.
Microsoft Corp
 MSFT 12,364 $3,175,000 2.57%
5.
Berkshire Hathaway Inc
 BRK.A 11,564 $3,157,000 2.55%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)