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Home > Institutional Investor > Capital Square, Llc > Profile

Instuitional Investor - Capital Square, Llc

Fund Profile
Filing Period:
Fund Name: Capital Square, Llc
Portfolio Value $227,534,680
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Etf
 41,812 $15,583,184 6.85%
2.
Ishares Tr Pfd And Incm Sec
 190,836 $5,828,132 2.56%
3.
Eli Lilly & Co
 LLY 4,720 $5,610,418 2.47%
4.
Altria Group Inc.
 MO 69,193 $4,967,405 2.18%
5.
Amazon Com Inc
 AMZN 19,104 $4,686,975 2.06%
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.