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Home > Institutional Investor > 626 Financial, Llc > Profile

Instuitional Investor - 626 Financial, Llc

Fund Profile
Filing Period:
Fund Name: 626 Financial, Llc
Portfolio Value $194,296,697
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Stryker Corp
 SYK 80,278 $29,883,338 15.38%
2.
Wisdomtree Trust
 312,730 $24,064,584 12.39%
3.
Apple Inc.
 AAPL 52,006 $11,551,982 5.95%
4.
Invesco Exchange Traded Fd T - S&P MIDCAP 400
 103,039 $10,788,193 5.55%
5.
Pacer Fds Tr
 225,356 $8,450,949 4.35%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)