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Home > Institutional Investor > Moreno Evelyn V > Profile

Instuitional Investor - Moreno Evelyn V

Fund Profile
Filing Period:
Fund Name: Moreno Evelyn V
Portfolio Value $211,873,591
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 74,492 $14,341,945 6.76%
2.
Microsoft Corp
 MSFT 36,856 $13,859,330 6.54%
3.
Spdr S & P Midcap 400 Etf Trust
 MDY 17,830 $9,046,585 4.26%
4.
Alphabet Inc.
 GOOG 60,789 $8,566,994 4.04%
5.
Amazon Com Inc
 AMZN 52,823 $8,025,927 3.78%
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%
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Returns since its inception in May 2014 (through November 14th, 2024)