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Home > Institutional Investor > Catamount Wealth Management > Profile

Instuitional Investor - Catamount Wealth Management

Fund Profile
Filing Period:
Fund Name: Catamount Wealth Management
Portfolio Value $175,699,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Facebook Inc
 FB 169,663 $28,281,000 16.09%
2.
Spdr S & P 500 Etf Trust
 SPY 75,978 $21,462,000 12.21%
3.
Visa Inc.
 V 86,911 $13,575,000 7.72%
4.
Amazon Com Inc
 AMZN 105,380 $9,383,000 5.34%
5.
Berkshire Hathaway Inc
 BRK.A 46,685 $9,379,000 5.33%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)