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Home > Institutional Investor > Breakwater Investment Management > Profile

Instuitional Investor - Breakwater Investment Management

Fund Profile
Filing Period:
Fund Name: Breakwater Investment Management
Portfolio Value $268,943,959
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 117,486 $37,690,550 14.01%
2.
Schwab Strategic Trust
 SCHD 858,181 $21,540,342 8.01%
3.
Vanguard Star Fds
 229,707 $17,712,739 6.59%
4.
Vanguard Bond Index Funds
 BND 140,199 $10,324,247 3.84%
5.
Microsoft Corp
 MSFT 24,974 $9,244,626 3.44%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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