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Home > Institutional Investor > Aspetuck Financial Management Llc > Profile

Instuitional Investor - Aspetuck Financial Management Llc

Fund Profile
Filing Period:
Fund Name: Aspetuck Financial Management Llc
Portfolio Value $169,859,479
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 105,807 $21,170,923 12.46%
2.
Lam Research Corp
 LRCX 25,049 $10,854,483 6.39%
3.
State Street Spdr Bloomberg Investment Grade Floating Rate Etf - ETF
 317,768 $9,803,143 5.77%
4.
Fidelity Covington Trust
 FENY 28,363 $8,099,906 4.77%
5.
Alphabet Inc.
 GOOGL 19,716 $7,045,907 4.15%
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.