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Home > Institutional Investor > Country Club Bank N > Profile

Instuitional Investor - Country Club Bank N

Fund Profile
Filing Period:
Fund Name: Country Club Bank N
Portfolio Value $1,321,358,907
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Star Fds
 1,042,270 $60,368,278 4.56%
2.
Vanguard Index Fds
 220,699 $52,555,052 3.97%
3.
Ishares Trust
 IEF 88,524 $42,402,996 3.2%
4.
Microsoft Corp
 MSFT 95,844 $35,968,335 2.72%
5.
Apple Inc.
 AAPL 151,745 $29,374,797 2.22%
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)