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Home > Institutional Investor > Cottage Street Advisors Llc > Profile

Instuitional Investor - Cottage Street Advisors Llc

Fund Profile
Filing Period:
Fund Name: Cottage Street Advisors Llc
Portfolio Value $191,998,881
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 50,073 $12,539,173 6.53%
2.
Blackstone Inc.
 BX 65,973 $11,375,093 5.92%
3.
Microsoft Corp
 MSFT 21,032 $8,864,973 4.61%
4.
Nvidia Corp
 NVDA 60,931 $8,182,482 4.26%
5.
Jpmorgan Chase & Co
 JPM 33,716 $8,082,061 4.2%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)