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Home > Institutional Investor > Icw Investment Advisors Llc > Profile

Instuitional Investor - Icw Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Icw Investment Advisors Llc
Portfolio Value $239,585,687
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 15,479 $6,524,256 2.72%
2.
Apple Inc.
 AAPL 25,023 $6,266,175 2.61%
3.
Mastercard Inc
 MA 10,214 $5,378,583 2.24%
4.
Costco Wholesale Corp W
 COST 5,601 $5,131,674 2.14%
5.
Visa Inc.
 V 16,235 $5,130,862 2.14%
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)