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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 $142,283,673
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Construction Partners Inc.
 ROAD 429,880 $18,708,356 13.14%
2.
Regeneron Pharmaceuticals Inc.
 REGN 16,189 $14,218,637 9.99%
3.
Spdr Gold Trust
 GLD 52,779 $10,089,761 7.09%
4.
Cadre Holdings Inc.
 CDRE 282,251 $9,283,234 6.52%
5.
Custom Truck One Source Inc
 1,317,821 $8,144,134 5.72%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)