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Home > Institutional Investor > Cls Investments, Llc > Profile

Instuitional Investor - Cls Investments, Llc

Fund Profile
Filing Period:
Fund Name: Cls Investments, Llc
Portfolio Value $11,669,549,272
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Northern Lts Fd Tr Iv
 17,529,376 $1,017,930,885 8.72%
2.
Nisource Inc.
 NI 16,866,898 $236,811,239 2.03%
3.
Ishares Trust
 IEF 380,976 $236,547,898 2.03%
4.
Microsoft Corp
 MSFT 474,636 $236,088,330 2.02%
5.
Apple Inc.
 AAPL 956,654 $196,276,810 1.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)