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Home > Institutional Investor > Regent Investment Management Llc > Profile

Instuitional Investor - Regent Investment Management Llc

Fund Profile
Filing Period:
Fund Name: Regent Investment Management Llc
Portfolio Value $373,278
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 187,159 $24,318 6.51%
2.
Microsoft Corp
 MSFT 59,898 $14,365 3.84%
3.
Jpmorgan Chase & Co
 JPM 90,766 $12,172 3.26%
4.
Alphabet Inc.
 GOOG 130,596 $11,588 3.1%
5.
Horizon Therapeutics Public Ltd Co
 HZNP 101,451 $11,545 3.09%
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)