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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 $5,023,542,830
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 898,657 $171,814,326 3.42%
2.
Goldman Sachs Etf Tr
 1,032,787 $78,626,111 1.56%
3.
Ishares Trust
 IEF 344,804 $73,870,765 1.47%
4.
Microsoft Corp
 MSFT 307,770 $73,809,298 1.46%
5.
Apple Inc.
 AAPL 555,401 $72,163,285 1.43%
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)