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Home > Institutional Investor > Bawa N Mallick Trust > 13F Holdings

Instuitional Investor - Bawa N Mallick Trust

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 107,400 $80,203,098 25.95%
2.
Invesco Qqq Tr
 67,680 $49,839,858 16.13%
3.
Ishares Trust
 IEF 14,560 $10,903,531 3.53%
4.
Ishares Trust
 IEF 78,200 $9,710,094 3.14%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 13,801 $9,478,534 3.07%
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.