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Home > Institutional Investor > Newport Capital Group, Llc > Profile

Instuitional Investor - Newport Capital Group, Llc

Fund Profile
Filing Period:
Fund Name: Newport Capital Group, Llc
Portfolio Value $135,720,992
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Arthur J. Gallagher & Co.
 AJG 57,447 $16,306,332 12.01%
2.
Ishares Trust
 IEF 36,323 $14,590,275 10.75%
3.
Ishares Trust
 IEF 67,424 $12,486,002 9.19%
4.
Vanguard Bond Index Funds
 BND 150,231 $10,803,881 7.96%
5.
Vanguard Scottsdale Funds
 176,851 $10,257,229 7.55%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)