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Home > Institutional Investor > Dividend Assets Capital, Llc > Profile

Instuitional Investor - Dividend Assets Capital, Llc

Fund Profile
Filing Period:
Fund Name: Dividend Assets Capital, Llc
Portfolio Value $515,362,445
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 79,311 $33,429,508 6.48%
2.
Costco Wholesale Corp W
 COST 31,105 $28,500,164 5.53%
3.
Oneok Inc W
 OKE 196,060 $19,684,427 3.81%
4.
Visa Inc.
 V 59,392 $18,770,347 3.64%
5.
Ameriprise Financial Inc
 AMP 34,839 $18,549,591 3.59%
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)