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Home > Institutional Investor > Carmichael Hill & Associates, Inc. > Profile

Instuitional Investor - Carmichael Hill & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Carmichael Hill & Associates, Inc.
Portfolio Value $282,024,197
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 90,530 $21,093,545 7.48%
2.
Microsoft Corp
 MSFT 30,610 $13,171,286 4.67%
3.
Schwab Strategic Trust
 FNDF 170,121 $11,316,477 4.01%
4.
Schwab Strategic Trust
 FNDF 129,121 $8,760,854 3.11%
5.
Berkshire Hathaway Inc
 BRKB 18,972 $8,732,053 3.1%
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)