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Home > Institutional Investor > Somerset Group Llc > Profile

Instuitional Investor - Somerset Group Llc

Fund Profile
Filing Period:
Fund Name: Somerset Group Llc
Portfolio Value $119,045,935
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Us Bancorp
 USB 270,830 $11,721,522 9.84%
2.
Microsoft Corp
 MSFT 20,734 $7,796,813 6.54%
3.
C. H. Robinson Worldwide Inc.
 CHRW 81,441 $7,035,688 5.91%
4.
Apple Inc.
 AAPL 35,657 $6,863,616 5.76%
5.
Invesco Qqq Trust
 15,874 $6,500,720 5.46%
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)