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Home > Institutional Investor > Coconut Grove Bank > Profile

Instuitional Investor - Coconut Grove Bank

Fund Profile
Filing Period:
Fund Name: Coconut Grove Bank
Portfolio Value $720,475,330
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard - S&P 500 ETF SHS
 166,593 $89,761,974 12.45%
2.
Ishares Trust
 IEF 754,124 $46,989,467 6.52%
3.
Apple Inc.
 AAPL 175,985 $44,070,164 6.11%
4.
Ishares Trust
 IEF 277,222 $31,941,519 4.43%
5.
Ishares Trust
 IEF 37,186 $21,890,654 3.03%
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)