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Home > Institutional Investor > 626 Financial, Llc > Profile

Instuitional Investor - 626 Financial, Llc

Fund Profile
Filing Period:
Fund Name: 626 Financial, Llc
Portfolio Value $151,224,985
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Trust
 292,865 $19,147,530 12.66%
2.
Stryker Corp
 SYK 63,008 $18,868,378 12.47%
3.
Apple Inc.
 AAPL 52,076 $10,026,269 6.63%
4.
Microsoft Corp
 MSFT 17,970 $6,757,254 4.46%
5.
Ishares Trust
 IEF 24,291 $6,732,381 4.45%
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)