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Home > Institutional Investor > Clg Llc > Profile

Instuitional Investor - Clg Llc

Fund Profile
Filing Period:
Fund Name: Clg Llc
Portfolio Value $320,594,651
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 85,699 $53,210,345 16.6%
2.
Chevron Corp
 CVX 176,309 $25,245,706 7.87%
3.
Wisdomtree Trust
 279,875 $22,988,934 7.17%
4.
Apple Inc.
 AAPL 78,053 $16,014,085 5%
5.
Capital Group Growth Etf
 303,824 $12,350,434 3.85%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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