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Home > Institutional Investor > Stephenson & Company, Inc. > Profile

Instuitional Investor - Stephenson & Company, Inc.

Fund Profile
Filing Period:
Fund Name: Stephenson & Company, Inc.
Portfolio Value $119,318,830
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 47,712 $17,016,962 14.26%
2.
Invesco Exchange Traded Fd T
 106,904 $16,869,473 14.13%
3.
Vanguard Tax-Managed Fds
 315,607 $15,117,574 12.66%
4.
Ishares Trust
 IEF 30,135 $14,393,558 12.06%
5.
Vanguard Bond Index Funds
 BND 151,500 $11,668,530 9.77%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)