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Home > Institutional Investor > Cladis Investment Advisory, Llc > Profile

Instuitional Investor - Cladis Investment Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Cladis Investment Advisory, Llc
Portfolio Value $110,710,343
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 64,311 $12,381,859 11.18%
2.
Microsoft Corp
 MSFT 10,415 $3,916,503 3.53%
3.
Eli Lilly & Co
 LLY 6,161 $3,591,487 3.24%
4.
Amazon Com Inc
 AMZN 23,085 $3,507,535 3.16%
5.
First Interstate Bancsystem Inc
 FIBK 99,373 $3,055,734 2.76%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)