Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Mitchell Mcleod Pugh & Williams Inc > Profile

Instuitional Investor - Mitchell Mcleod Pugh & Williams Inc

Fund Profile
Filing Period:
Fund Name: Mitchell Mcleod Pugh & Williams Inc
Portfolio Value $377,785,085
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 149,734 $28,828,252 7.63%
2.
Vanguard Index Fds
 43,760 $19,114,375 5.05%
3.
Vanguard Index Fds
 58,694 $18,246,793 4.82%
4.
Microsoft Corp
 MSFT 38,201 $14,364,954 3.8%
5.
Vanguard Index Fds
 74,083 $11,075,431 2.93%
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%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)