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Home > Institutional Investor > R.p. Boggs & Co. Wealth Mangement > Profile

Instuitional Investor - R.p. Boggs & Co. Wealth Mangement

Fund Profile
Filing Period:
Fund Name: R.p. Boggs & Co. Wealth Mangement
Portfolio Value $223,491,154
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Total Bond Etf - ETF
 510,635 $23,228,821 10.39%
2.
Perimeter Solutions Inc Common Stock
 594,278 $21,186,037 9.48%
3.
Qxo Inc.
 QXO 1,185,778 $20,490,253 9.17%
4.
Cadre Holdings Inc.
 CDRE 597,872 $17,045,336 7.63%
5.
Construction Partners Inc.
 ROAD 138,240 $16,418,826 7.35%
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.