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Home > Institutional Investor > Trh Financial, Llc > Profile

Instuitional Investor - Trh Financial, Llc

Fund Profile
Filing Period:
Fund Name: Trh Financial, Llc
Portfolio Value $297,372,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 825,971 $38,391,000 12.91%
2.
Procter & Gamble Co
 PG 159,068 $22,872,000 7.69%
3.
Apple Inc.
 AAPL 71,118 $9,723,000 3.26%
4.
Johnson & Johnson
 JNJ 54,217 $9,624,000 3.23%
5.
Mcdonalds Corp
 MCD 38,413 $9,483,000 3.18%
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)