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Home > Institutional Investor > Tricert Investment Counsel Inc. > Profile

Instuitional Investor - Tricert Investment Counsel Inc.

Fund Profile
Filing Period:
Fund Name: Tricert Investment Counsel Inc.
Portfolio Value $1,073,900,006
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLE 446,333 $85,035,363 7.92%
2.
Johnson & Johnson
 JNJ 194,235 $49,329,863 4.59%
3.
Berkshire Hathaway Inc
 BRK-B 94,873 $47,473,500 4.42%
4.
Microsoft Corp
 MSFT 112,490 $41,961,020 3.91%
5.
Invesco Qqq Tr
 50,940 $37,512,216 3.49%
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)

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