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Home > Institutional Investor > Roman Butler Fullerton & Co > Profile

Instuitional Investor - Roman Butler Fullerton & Co

Fund Profile
Filing Period:
Fund Name: Roman Butler Fullerton & Co
Portfolio Value $419,144,509
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 115,482 $23,504,135 5.61%
2.
Apple Inc.
 AAPL 61,013 $19,359,917 4.62%
3.
Amazon Com Inc
 AMZN 52,155 $12,898,532 3.08%
4.
Microsoft Corp
 MSFT 32,239 $12,605,056 3.01%
5.
Alphabet Inc.
 GOOGL 32,483 $11,390,975 2.72%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.