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Home > Institutional Investor > Northwest Investment Counselors, Llc > Profile

Instuitional Investor - Northwest Investment Counselors, Llc

Fund Profile
Filing Period:
Fund Name: Northwest Investment Counselors, Llc
Portfolio Value $374,074,230
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 81,475 $30,637,843 8.19%
2.
Schwab Strategic Trust
 FNDF 619,520 $22,897,462 6.12%
3.
Ishares Tr
 190,017 $15,448,401 4.12%
4.
Apple Inc.
 AAPL 63,341 $12,195,082 3.26%
5.
Schwab Strategic Trust
 FNDF 217,069 $10,254,353 2.74%
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)