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Home > Institutional Investor > Argi Investment Services, Llc > Profile

Instuitional Investor - Argi Investment Services, Llc

Fund Profile
Filing Period:
Fund Name: Argi Investment Services, Llc
Portfolio Value $1,666,952,915
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 457,873 $273,602,011 16.41%
2.
Sector Spdr Trust
 XLE 1,691,744 $224,832,779 13.49%
3.
Ishares Trust
 IEF 1,889,214 $180,306,586 10.82%
4.
Spdr Series Trust
 7,088,016 $155,581,944 9.33%
5.
Schwab Strategic Trust
 SCHD 5,648,682 $150,311,429 9.02%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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