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Home > Institutional Investor > Schubert & Co > Profile

Instuitional Investor - Schubert & Co

Fund Profile
Filing Period:
Fund Name: Schubert & Co
Portfolio Value $145,963,886
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fiserv Inc
 FI 278,770 $61,560,793 42.18%
2.
Apple Inc.
 AAPL 75,290 $16,724,163 11.46%
3.
Dimensional Etf Trust
 422,421 $13,935,659 9.55%
4.
Danaher Corp
 DHR 39,648 $8,127,840 5.57%
5.
First Tr Exchng Traded Fd Vi
 96,890 $3,649,847 2.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)