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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 $1,496,391,343
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 240,499 $69,941,918 4.67%
2.
Vanguard Star Fds
 1,044,344 $61,616,296 4.11%
3.
Ishares Trust
 IEF 102,097 $60,337,284 4.03%
4.
Microsoft Corp
 MSFT 93,618 $39,771,734 2.65%
5.
Apple Inc.
 AAPL 146,130 $36,853,985 2.46%
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)