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Home > Institutional Investor > Kc Investment Advisors, Llc > Profile

Instuitional Investor - Kc Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Kc Investment Advisors, Llc
Portfolio Value $409,820,936
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 139,365 $87,400,088 21.33%
2.
Ishares Trust
 IEF 41,218 $28,231,677 6.89%
3.
Vanguard Index Fds - GROWTH ETF
 43,162 $21,056,929 5.14%
4.
Ea Series Trust
 127,757 $14,704,880 3.59%
5.
Ishares Trust
 VLUE 146,694 $13,123,245 3.2%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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