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Home > Institutional Investor > Walter & Keenan Financial Consulting Co V > Profile

Instuitional Investor - Walter & Keenan Financial Consulting Co V

Fund Profile
Filing Period:
Fund Name: Walter & Keenan Financial Consulting Co V
Portfolio Value $404,569,052
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 89,982 $26,037,218 6.44%
2.
Eli Lilly & Co
 LLY 21,280 $25,523,827 6.31%
3.
Alphabet Inc.
 GOOGL 57,541 $20,330,962 5.03%
4.
Vanguard Index Fds
 39,868 $14,752,628 3.65%
5.
Microsoft Corp
 MSFT 36,279 $13,532,811 3.34%
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.