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Home > Institutional Investor > Trevor Stewart Burton & Jacobsen Inc > Profile

Instuitional Investor - Trevor Stewart Burton & Jacobsen Inc

Fund Profile
Filing Period:
Fund Name: Trevor Stewart Burton & Jacobsen Inc
Portfolio Value $88,426,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ace Limited
 39,050 $4,563,000 5.16%
2.
Aflac Inc
 AFL 137,546 $4,120,000 4.65%
3.
General Electric Co
 GE 27,420.2,852,469 $4,093,000 4.62%
4.
International Business Machines Corp
 IBM 28,735 $3,954,000 4.47%
5.
Walt Disney Co
 DIS 35,800 $3,762,000 4.25%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)