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Home > Institutional Investor > Mcqueen, Ball & Associates Inc. > Profile

Instuitional Investor - Mcqueen, Ball & Associates Inc.

Fund Profile
Filing Period:
Fund Name: Mcqueen, Ball & Associates Inc.
Portfolio Value $155,675,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Large Cap Etf
 87,357 $10,034,000 6.44%
2.
Targa Resources Corp.
 TRGP 243,111 $8,757,000 5.62%
3.
Vanguard Intl Equity Index Funds
 VWO 165,309 $7,535,000 4.84%
4.
Apple Inc
 AAPL 148,980 $5,875,000 3.77%
5.
Vanguard Total Intl Stock Etf
 97,454 $4,602,000 2.95%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% 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 Feb 16th, 2024)