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Home > Institutional Investor > Illumine Investment Management, Llc > Profile

Instuitional Investor - Illumine Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Illumine Investment Management, Llc
Portfolio Value $121,501,319
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 23,589 $5,907,157 4.86%
2.
Costco Wholesale Corp W
 COST 4,338 $3,974,660 3.27%
3.
Intuitive Surgical Inc
 ISRG 7,587 $3,960,111 3.25%
4.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 72,847 $3,669,303 3.01%
5.
Neos Etf Trust
 71,099 $3,639,558 2.99%
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)