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Home > Institutional Investor > Green Square Asset Management, Llc > Profile

Instuitional Investor - Green Square Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Green Square Asset Management, Llc
Portfolio Value $414,498,450
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 277,297 $20,824,979 5.02%
2.
Zoominfo Technologies Inc.
 ZI 1,115,486 $20,625,336 4.97%
3.
Apple Inc.
 AAPL 107,028 $20,606,175 4.97%
4.
Spdr S & P 500 Etf Trust
 SPY 28,725 $13,653,396 3.29%
5.
Microsoft Corp
 MSFT 27,331 $10,277,641 2.47%
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)