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Home > Institutional Investor > Stevens First Principles Investment Advisors > Profile

Instuitional Investor - Stevens First Principles Investment Advisors

Fund Profile
Filing Period:
Fund Name: Stevens First Principles Investment Advisors
Portfolio Value $172,215,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Csx Corp
 CSX 428,685 $11,056,000 6.41%
2.
Paypal Holdings Inc.
 PYPL 94,241 $10,787,000 6.26%
3.
Western Asset Inflation-Linked Opportunities & Income Fund
 WIW 852,703 $9,542,000 5.54%
4.
Norfolk Southern Corp
 NSC 38,107 $7,596,000 4.41%
5.
Church & Dwight Co Inc
 CHD 98,380 $7,188,000 4.17%
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)