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Home > Institutional Investor > Vishria Bird Financial Group, Llc > Profile

Instuitional Investor - Vishria Bird Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Vishria Bird Financial Group, Llc
Portfolio Value $300,856,361
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fedex Corp
 FDX 95,139 $21,626,046 7.19%
2.
Alphabet Inc.
 GOOGL 121,303 $21,377,278 7.11%
3.
Apple Inc.
 AAPL 97,940 $20,094,374 6.68%
4.
Confluent Inc.
 CFLT 744,181 $18,552,432 6.17%
5.
Microsoft Corp
 MSFT 34,946 $17,382,461 5.78%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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