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Home > Institutional Investor > Hartland & Co., Llc > Profile

Instuitional Investor - Hartland & Co., Llc

Fund Profile
Filing Period:
Fund Name: Hartland & Co., Llc
Portfolio Value $6,591,373,313
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 1,173,138 $632,098,774 9.58%
2.
Ishares Trust
 IEF 444,099 $261,432,391 3.96%
3.
Apple Inc.
 AAPL 996,651 $249,581,476 3.78%
4.
Ishares Trust
 IEF 579,557 $232,738,506 3.53%
5.
Vanguard Index Fds - MID CAP ETF
 690,637 $182,418,005 2.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)