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Home > Institutional Investor > Ascent Group, Llc > Profile

Instuitional Investor - Ascent Group, Llc

Fund Profile
Filing Period:
Fund Name: Ascent Group, Llc
Portfolio Value $3,344,367,869
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 2,484,549 $218,342,123 6.53%
2.
Ishares Trust
 IEF 736,912 $101,347,456 3.03%
3.
Apple Inc.
 AAPL 289,109 $83,656,414 2.5%
4.
Nvidia Corp
 NVDA 406,095 $81,255,575 2.43%
5.
Ishares Trust
 IEF 342,445 $77,755,748 2.32%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.