Company profile
Latest filings (excl ownership)
N-CSRS
Certified semi-annual shareholder report (management investment company)
30 Nov 23
N-PX
Annual report of proxy voting record
24 Aug 23
N-CEN
Annual report (registered investment company)
14 Jun 23
N-CSR
Certified annual shareholder report (management investment company)
6 Jun 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
6 Dec 22
N-PX
Annual report of proxy voting record
24 Aug 22
N-CEN
Annual report (registered investment company)
10 Jun 22
N-CSR
Certified annual shareholder report (management investment company)
6 Jun 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
2 Dec 21
N-PX
Annual report of proxy voting record
17 Aug 21
Latest ownership filings
NPORT-P
Plumb Balanced Fund (Dec 2023 report)
22 Feb 24
NPORT-P
Plumb Equity Fund (Dec 2023 report)
22 Feb 24
NPORT-P
Plumb Balanced Fund (Sep 2023 report)
21 Nov 23
NPORT-P
Plumb Equity Fund (Sep 2023 report)
21 Nov 23
NPORT-P
Plumb Balanced Fund (Jun 2023 report)
9 Aug 23
NPORT-P
Plumb Equity Fund (Jun 2023 report)
9 Aug 23
NPORT-P
Plumb Balanced Fund (Mar 2023 report)
16 May 23
NPORT-P
Plumb Equity Fund (Mar 2023 report)
16 May 23
NPORT-P
Plumb Balanced Fund (Dec 2022 report)
21 Feb 23
NPORT-P
Plumb Equity Fund (Dec 2022 report)
21 Feb 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Plumb Balanced Fund | PLBBX, PLIBX, PLABX | 2.68 | -3.57 | 63.79 mm | 58 | Sep 2023 | |
Plumb Equity Fund | PLBEX, PLIEX, PLAEX | 3.30 | -6.18 | 21.07 mm | 32 | Sep 2023 |