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Home > Institutional Investor > Wittenberg Investment Management, Inc. > Profile

Instuitional Investor - Wittenberg Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Wittenberg Investment Management, Inc.
Portfolio Value $292,480,761
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 101,513 $50,796,090 17.37%
2.
Apple Inc.
 AAPL 99,726 $28,857,294 9.87%
3.
Siriusxm Holdings Inc
 934,864 $27,615,883 9.44%
4.
Alphabet Inc.
 GOOGL 77,406 $27,349,862 9.35%
5.
Alphabet Inc.
 GOOGL 64,992 $23,226,191 7.94%
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.