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Home > Institutional Investor > Strategy Asset Managers Llc > Profile

Instuitional Investor - Strategy Asset Managers Llc

Fund Profile
Filing Period:
Fund Name: Strategy Asset Managers Llc
Portfolio Value $421,820,814
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 53,040 $19,945,270 4.72%
2.
Broadcom Inc.
 AVGO 151,580 $16,920,567 4.01%
3.
Jpmorgan Chase & Co
 JPM 72,683 $12,363,317 2.93%
4.
Alphabet Inc.
 GOOG 88,264 $12,329,598 2.92%
5.
Retail Opportunity Investments Corp
 ROIC 876,179 $12,292,791 2.91%
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)