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Home > Institutional Investor > Schubert & Co > 13F Holdings

Instuitional Investor - Schubert & Co

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 565,771 $21,985,845 17.9%
2.
Fiserv Inc
 FISV 276,691 $15,439,358 12.57%
3.
Apple Inc.
 AAPL 36,195 $9,185,821 7.48%
4.
Danaher Corp
 DHR 39,885 $7,562,196 6.16%
5.
Dimensional Etf Trust
 111,973 $6,645,586 5.41%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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