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Home > Institutional Investor > M.e. Allison & Co., Inc. > Profile

Instuitional Investor - M.e. Allison & Co., Inc.

Fund Profile
Filing Period:
Fund Name: M.e. Allison & Co., Inc.
Portfolio Value $147,166,699
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Growth Etf
 159,370 $7,087,214 4.82%
2.
Capital Group Dividend Value
 133,782 $5,838,231 3.97%
3.
Spdr S & P 500 Etf Trust
 SPY 6,595 $4,497,013 3.06%
4.
Apple Inc.
 AAPL 16,500 $4,485,986 3.05%
5.
Janus Detroit Str Tr
 79,949 $4,043,798 2.75%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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