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Home > Institutional Investor > Edge Capital Group, Llc > Profile

Instuitional Investor - Edge Capital Group, Llc

Fund Profile
Filing Period:
Fund Name: Edge Capital Group, Llc
Portfolio Value $2,243,634,209
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Whitehall Funds
 1,595,820 $203,610,693 9.07%
2.
Vanguard S&P 500 Etf
 294,592 $158,729,157 7.07%
3.
Spdr S & P 500 Etf Trust
 SPY 7 $145,762,942 6.49%
4.
Vanguard Whitehall Funds
 724 $75,782,729 3.37%
5.
Xpel Inc.
 XPEL 1,781,541 $71,154,748 3.17%
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)