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Home > Institutional Investor > Inceptionr Llc > Profile

Instuitional Investor - Inceptionr Llc

Fund Profile
Filing Period:
Fund Name: Inceptionr Llc
Portfolio Value $140,163,325
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Elevance Health Inc.
 ELV 1,902 $896,907 0.63%
2.
Pepsico Inc
 PEP 5,276 $896,076 0.63%
3.
Abbvie Inc.
 ABBV 5,777 $895,262 0.63%
4.
Verisign Inc
 VRSN 4,345 $894,896 0.63%
5.
Motorola Solutions Inc.
 MSI 2,858 $894,811 0.63%
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)