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Home > Institutional Investor > S.a. Mason Llc > Profile

Instuitional Investor - S.a. Mason Llc

Fund Profile
Filing Period:
Fund Name: S.a. Mason Llc
Portfolio Value $149,124,585
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 16,188 $6,087,355 4.08%
2.
Vanguard Total Stock Market Etf
 24,171 $5,733,845 3.84%
3.
Spdr S & P 500 Etf Trust
 SPY 9,776 $4,646,631 3.11%
4.
Nvidia Corp
 NVDA 89,910 $4,452,523 2.98%
5.
Apple Inc.
 AAPL 22,445 $4,321,344 2.89%
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)