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Home > Institutional Investor > Private Asset Management Inc > Profile

Instuitional Investor - Private Asset Management Inc

Fund Profile
Filing Period:
Fund Name: Private Asset Management Inc
Portfolio Value $425,792,447
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Qualcomm Inc
 QCOM 311,134 $34,554,705 8.11%
2.
Apple Inc.
 AAPL 158,625 $27,158,225 6.37%
3.
Microsoft Corp
 MSFT 72,679 $22,948,991 5.38%
4.
Alphabet Inc.
 GOOG 165,833 $21,865,081 5.13%
5.
Costco Wholesale Corp W
 COST 32,283 $18,238,604 4.28%
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)