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Home > Institutional Investor > Annis Gardner Whiting Capital Advisors, Llc > Profile

Instuitional Investor - Annis Gardner Whiting Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Annis Gardner Whiting Capital Advisors, Llc
Portfolio Value $236,450,335
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 100,298 $27,565,829 11.66%
2.
Vanguard Star Fds
 274,772 $17,063,351 7.22%
3.
Microsoft Corp
 MSFT 20,601 $7,733,512 3.27%
4.
Apple Inc.
 AAPL 33,610 $7,465,848 3.16%
5.
Amazon Com Inc
 AMZN 27,738 $5,277,522 2.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)