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Fundamental Invs shares owned by Main Street Group

Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Main Street Group from 13F filings

Historical chart of Main Street Group investment in Fundamental Invs

Tip: Access up to 7 years of quarterly data

All positions including Fundamental Invs held by Main Street Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs by Main Street Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $14k 189 71.51

More positions owned by Main Street Group

Proshares Ultra Qqq Etf Uit Exchange Traded (QLD)
Proshares Ultra S&p 500 Etf Uit Exchange Traded (SSO)
Pimco Income Instl Bond Funds (PIMIX)
Pgim Ultra Short Bond Etf Uit Exchange Traded (PULS)
Schwab Value Advantage Money Inv Schwab Non-sweep Mmf (SWVXX)
Microsoft Corp Common Stock (MSFT)
Schwab Short Term Us Treasury Etf Uit Exchange Traded (SCHO)
Invsc Qqq Trust Srs 1 Etf Iv Uit Exchange Traded (QQQ)
Fidelity Advisor High Income Advtg I Bond Funds (FAHCX)
Aristotle Floating Rate Income I-2 Bond Funds (PLFDX)
Schwab Us Treasury Money Ultra Schwab Non-sweep Mmf (SUTXX)
Us Treasur Nt 0.250624ust Note Due 061524 Treasury
Schwab Treasury Oblig Money Inv Schwab Non-sweep Mmf (SNOXX)
Apple Common Stock (AAPL)
Aristotle Strategic Income I Bond Funds (PLSRX)

View all positions for Main Street Group

Top funds holding Fundamental Invs

Coston, McIsaac & Partners
Amarillo National Bank
Dividend Growth Advisors
Ferguson Wellman Capital Management
North Star Asset Management
Fulton Bank, NA
Tucker Asset Management
Livelsberger Financial Advisory
Game Plan Financial Advisors
Main Street Group

View all funds holding Fundamental Invs