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Home > Institutional Investor > Sbk Financial, Inc. > Profile

Instuitional Investor - Sbk Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Sbk Financial, Inc.
Portfolio Value $63,059,344
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 25,845 $6,198,148 9.82%
2.
Apple Inc.
 AAPL 39,764 $5,166,537 8.19%
3.
Ishares Tr
 74,418 $3,679,968 5.83%
4.
Lowes Companies Inc
 LOW 14,660 $2,920,858 4.63%
5.
Nike Inc.
 NKE 19,050 $2,229,040 3.53%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)