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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 $122,093,792
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 23,625 $5,247,843 4.3%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 82,320 $4,167,878 3.41%
3.
Costco Wholesale Corp W
 COST 4,282 $4,049,862 3.32%
4.
Intuitive Surgical Inc
 ISRG 7,553 $3,740,774 3.06%
5.
Neos Etf Trust
 74,412 $3,713,912 3.04%
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)