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Home > Institutional Investor > Somerville Kurt F > Profile

Instuitional Investor - Somerville Kurt F

Fund Profile
Filing Period:
Fund Name: Somerville Kurt F
Portfolio Value $574,417,906
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 135,722 $30,147,928 5.25%
2.
Mastercard Inc
 MA 48,684 $26,684,674 4.65%
3.
Fiserv Inc
 FI 120,707 $26,655,727 4.64%
4.
Nvidia Corp
 NVDA 239,592 $25,966,980 4.52%
5.
Microsoft Corp
 MSFT 65,183 $24,469,047 4.26%
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)