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 > Coconut Grove Bank > Profile

Instuitional Investor - Coconut Grove Bank

Fund Profile
Filing Period:
Fund Name: Coconut Grove Bank
Portfolio Value $889,025,728
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 121,504 $76,198,803 8.57%
2.
Ishares Trust
 IEF 696,313 $45,956,658 5.17%
3.
Apple Inc.
 AAPL 164,484 $44,716,620 5.03%
4.
Ishares Trust
 IEF 276,753 $33,260,176 3.74%
5.
Ishares Trust
 IEF 45,799 $31,369,567 3.53%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.