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Home > Institutional Investor > Ota Financial Group L.p. > Profile

Instuitional Investor - Ota Financial Group L.p.

Fund Profile
Filing Period:
Fund Name: Ota Financial Group L.p.
Portfolio Value $143,186
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Occidental Petroleum Corp
 OXY 1,734,876 $64,745 45.21%
2.
Booking Holdings Inc.
 BKNG 17,000 $45,905 32.05%
3.
Berkshire Hathaway Inc
 BRK.A 60,000 $20,460 14.28%
4.
Scilex Holding Co
 1,034,600 $5,762 4.02%
5.
Alphabet Inc.
 GOOG 42,543 $5,092 3.55%
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)