Name Funds
holding
Growth Growth % Return since
31 Mar ‘14
2001
119 +1 +0.8% 47.7%
2002
954 +8 +0.8% 283%
2003
1,081 +9 +0.8% 64.6%
LKFN icon
2004
Lakeland Financial Corp
LKFN
$1.55B
121 +1 +0.8% 123%
2005
121 +1 +0.8% 58%
2006
1,340 +11 +0.8% 215%
2007
122 +1 +0.8% 63.4%
2008
245 +2 +0.8% 90.7%
2009
123 +1 +0.8% 87.2%
2010
248 +2 +0.8% 54.8%
POWL icon
2011
Powell Industries
POWL
$8.31B
124 +1 +0.8% 956%
2012
627 +5 +0.8% 276%
2013
126 +1 +0.8% 39.5%
2014
126 +1 +0.8% 288%
2015
127 +1 +0.8% 205%
2016
382 +3 +0.8% 131%
2017
255 +2 +0.8% 189%
2018
896 +7 +0.8% 287%
2019
652 +5 +0.8% 205%
2020
131 +1 +0.8% 21.2%
2021
394 +3 +0.8% 6.53%
2022
395 +3 +0.8% 232%
2023
132 +1 +0.8% 7.88%
2024
265 +2 +0.8% 270%
2025
398 +3 +0.8% 1.48%