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Home > Institutional Investor > Linscomb & Williams, Inc. > Profile

Instuitional Investor - Linscomb & Williams, Inc.

Fund Profile
Filing Period:
Fund Name: Linscomb & Williams, Inc.
Portfolio Value $2,008,643,627
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 4,023,145 $192,386,799 9.57%
2.
Ishares Trust
 IEF 322,487 $189,841,474 9.45%
3.
Ishares Trust
 IEF 1,564,400 $97,477,763 4.85%
4.
Wisdomtree Trust
 1,839,233 $93,745,694 4.66%
5.
Invesco Exchange Traded Fd T
 2,071,849 $83,578,394 4.16%
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)