Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Cary Street Partner Investment Advisory Llc > Profile

Instuitional Investor - Cary Street Partner Investment Advisory Llc

Fund Profile
Filing Period:
Fund Name: Cary Street Partner Investment Advisory Llc
Portfolio Value $370,594,305
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 47,435 $12,895,488 3.48%
2.
Microsoft Corp
 MSFT 24,186 $11,697,166 3.16%
3.
Nvidia Corp
 NVDA 53,839 $10,040,984 2.71%
4.
Alphabet Inc.
 GOOGL 18,349 $5,758,137 1.55%
5.
Spdr Series Trust
 53,886 $5,749,636 1.55%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.