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Home > Institutional Investor > Stonegate Investment Group, Llc > Profile

Instuitional Investor - Stonegate Investment Group, Llc

Fund Profile
Filing Period:
Fund Name: Stonegate Investment Group, Llc
Portfolio Value $3,980,296,635
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 442,371 $220,039,560 5.53%
2.
Apple Inc.
 AAPL 996,690 $204,490,886 5.14%
3.
Walmart Inc.
 WMT 1,945,009 $190,182,933 4.78%
4.
Jpmorgan Chase & Co
 JPM 590,089 $171,072,769 4.3%
5.
Alphabet Inc.
 GOOGL 868,964 $153,137,507 3.85%
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)