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Home > Institutional Investor > Gantzert Investment Co Llc V > Profile

Instuitional Investor - Gantzert Investment Co Llc V

Fund Profile
Filing Period:
Fund Name: Gantzert Investment Co Llc V
Portfolio Value $110,000,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 73,950 $8,564,000 7.73%
2.
Nextera Energy Inc
 NEE 89,100 $6,183,000 5.58%
3.
Microsoft Corp
 MSFT 27,840 $5,856,000 5.28%
4.
Procter & Gamble Co
 PG 41,540 $5,774,000 5.21%
5.
Alphabet Inc.
 GOOG 75,320 $5,519,000 4.98%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)