Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Oxford Financial Group Ltd > Profile

Instuitional Investor - Oxford Financial Group Ltd

Fund Profile
Filing Period:
Fund Name: Oxford Financial Group Ltd
Portfolio Value $1,857,042,749
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 774,422 $248,442,202 13.38%
2.
Listed Fds Tr
 3,947,452 $205,504,360 11.07%
3.
Intuitive Surgical Inc
 ISRG 363,771 $167,694,793 9.03%
4.
Spdr Index Shs Fds
 1,862,499 $139,072,810 7.49%
5.
Eli Lilly & Co
 LLY 129,619 $119,219,804 6.42%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.