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Home > Institutional Investor > Williams & Novak, Llc > Profile

Instuitional Investor - Williams & Novak, Llc

Fund Profile
Filing Period:
Fund Name: Williams & Novak, Llc
Portfolio Value $88,036,308
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sypris Solutions Inc
 SYPR 4,172,888 $8,470,963 9.62%
2.
Pimco Equity Ser
 139,484 $5,841,590 6.63%
3.
Ishares Tr
 98,967 $4,706,892 5.34%
4.
Spdr S & P 500 Etf Trust
 SPY 6,116 $2,906,996 3.3%
5.
Ishares Tr
 44,500 $2,578,330 2.92%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)