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Home > Institutional Investor > Kaizen Advisory, Llc > Profile

Instuitional Investor - Kaizen Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Kaizen Advisory, Llc
Portfolio Value $143,947,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 76,256 $19,058,000 13.23%
2.
Apple Inc
 AAPL 64,316 $2,536,000 1.76%
3.
Microsoft Corp
 MSFT 20,677 $2,100,000 1.45%
4.
Amazon Com Inc
 AMZN 21,400 $1,607,000 1.11%
5.
Mastercard Inc
 MA 6,606 $1,246,000 0.86%
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)