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Home > Institutional Investor > Cathy Pareto & Associates, Inc > Profile

Instuitional Investor - Cathy Pareto & Associates, Inc

Fund Profile
Filing Period:
Fund Name: Cathy Pareto & Associates, Inc
Portfolio Value $149,005,040
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 312,957 $9,544,231 6.41%
2.
Apple Inc.
 AAPL 34,868 $8,847,669 5.94%
3.
Wisdomtree Tr
 149,062 $8,005,364 5.37%
4.
Schwab Strategic Trust
 FNDF 222,984 $6,903,594 4.63%
5.
Vanguard Index Fds - SMALL CP ETF
 23,814 $6,236,624 4.19%
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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