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Home > Institutional Investor > Smith Shellnut Wilson Llc V > Profile

Instuitional Investor - Smith Shellnut Wilson Llc V

Fund Profile
Filing Period:
Fund Name: Smith Shellnut Wilson Llc V
Portfolio Value $225,906,136
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 30,486 $17,946,303 7.94%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 29,910 $16,115,847 7.13%
3.
Invesco Qqq Tr Unit Ser 1
 25,842 $13,211,206 5.85%
4.
Ishares Trust
 IEF 84,981 $10,930,216 4.84%
5.
Oracle Corp
 ORCL 65,325 $10,885,758 4.82%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)