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Home > Institutional Investor > Columbia Trust Co 01012016 > Profile

Instuitional Investor - Columbia Trust Co 01012016

Fund Profile
Filing Period:
Fund Name: Columbia Trust Co 01012016
Portfolio Value $221,390,413
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 34,450 $12,954,578 5.85%
2.
Apple Inc.
 AAPL 61,966 $11,930,313 5.38%
3.
Ishares Tr - 10-20 YR TRS ETF
 85,824 $9,291,306 4.19%
4.
Ishares Inc - CORE MSCI EMKT
 158,091 $7,996,243 3.61%
5.
Ishares Inc - MSCI EMRG CHN
 133,938 $7,421,504 3.35%
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)