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Home > Institutional Investor > Oakhurst Advisors,llc > Profile

Instuitional Investor - Oakhurst Advisors,llc

Fund Profile
Filing Period:
Fund Name: Oakhurst Advisors,llc
Portfolio Value $21,302,468
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustCALL
 SPY 24,800 $9,484,264 44.52%
2.
Invesco Exch Trd Slf Idx Fd
 406,209 $8,321,232 39.06%
3.
Nextera Energy IncPUT
 NEE 40,000 $3,344,000 15.69%
4.
Spdr S & P 500 Etf Trust
 SPY 200 $76,486 0.35%
5.
Spdr S & P 500 Etf TrustPUT
 SPY 200 $76,486 0.35%
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)