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Home > Institutional Investor > Rockefeller Financial Services Inc > Profile

Instuitional Investor - Rockefeller Financial Services Inc

Fund Profile
Filing Period:
Fund Name: Rockefeller Financial Services Inc
Portfolio Value $6,335,935,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Southwest Airlines Co
 LUV 3,601,912 $235,745,000 3.72%
2.
Comcast Corp
 CMCSA 5,151,384 $206,314,000 3.25%
3.
Jpmorgan Chase & Co
 JPM 1,787,897 $191,198,000 3.01%
4.
Alphabet Inc.
 GOOGL 3,497,460 $182,987,000 2.88%
5.
Visa Inc.
 V 1,573,157 $179,371,000 2.83%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)