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Home > Institutional Investor > Woodtrust Financial Corp > Profile

Instuitional Investor - Woodtrust Financial Corp

Fund Profile
Filing Period:
Fund Name: Woodtrust Financial Corp
Portfolio Value $825,160
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 HYG 959,374 $99,669 12.08%
2.
Vanguard Intl Equity Index Funds
 VWO 557,800 $33,083 4.01%
3.
Berkshire Hathaway Inc
 BRK-B 62,968 $31,355 3.8%
4.
Microsoft Corp
 MSFT 59,543 $30,539 3.7%
5.
Applied Materials Inc
 AMAT 57,389 $29,348 3.56%
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.