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Home > Institutional Investor > Menlo Advisors Llc > Profile

Instuitional Investor - Menlo Advisors Llc

Fund Profile
Filing Period:
Fund Name: Menlo Advisors Llc
Portfolio Value $162,538
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 66,402 $23,682 14.57%
2.
Alphabet Inc.
 GOOG 79,873 $11,256 6.92%
3.
Microsoft Corp
 MSFT 28,367 $10,667 6.56%
4.
Apple Inc.
 AAPL 54,911 $10,572 6.5%
5.
Spdr Gold Trust
 GLD 53,967 $10,316 6.34%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)