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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 $748,242,453
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 163,208 $83,874,223 11.21%
2.
Ishares Trust
 IEF 759,661 $44,326,220 5.92%
3.
Apple Inc.
 AAPL 172,604 $38,340,527 5.12%
4.
Ishares Trust
 IEF 310,812 $32,501,611 4.34%
5.
Ishares Trust
 IEF 38,743 $21,769,692 2.91%
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)