Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Capital Square, Llc > Profile

Instuitional Investor - Capital Square, Llc

Fund Profile
Filing Period:
Fund Name: Capital Square, Llc
Portfolio Value $216,912,304
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Etf
 41,782 $14,709,496 6.78%
2.
Ishares Tr Pfd And Incm Sec
 233,580 $7,362,445 3.39%
3.
Market Vectors Etf Trust
 GDX 271,190 $5,033,288 2.32%
4.
Amazon Com Inc
 AMZN 18,768 $4,954,564 2.28%
5.
Altria Group Inc.
 MO 66,954 $4,477,891 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)

Subscribe Now

30 day money back guarantee. Cancel anytime.