Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Stembrook Asset Management, Llc > Profile

Instuitional Investor - Stembrook Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Stembrook Asset Management, Llc
Portfolio Value $115,816,203
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 139,603 $40,395,525 34.88%
2.
Spdr S & P 500 Etf Trust
 SPY 25,873 $19,321,181 16.68%
3.
Vanguard Tax-Managed Fds
 141,696 $10,095,840 8.72%
4.
Vanguard Bond Index Funds
 BND 116,839 $8,577,151 7.41%
5.
Vanguard Mun Bd Fds
 136,900 $6,924,402 5.98%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.