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Home > Institutional Investor > Valley Brook Capital Group > Profile

Instuitional Investor - Valley Brook Capital Group

Fund Profile
Filing Period:
Fund Name: Valley Brook Capital Group
Portfolio Value $133,600,474
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 24,696 $12,284,055 9.19%
2.
Apple Inc.
 AAPL 43,421 $8,908,700 6.67%
3.
Jpmorgan Chase & Co
 JPM 17,395 $5,043,098 3.77%
4.
Home Depot Inc.
 HD 12,615 $4,625,146 3.46%
5.
Nvidia Corp
 NVDA 28,398 $4,486,648 3.36%
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)