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Home > Institutional Investor > Coconut Grove Bank > Profile

Instuitional Investor - Coconut Grove Bank

Fund Profile
Filing Period:
Fund Name: Coconut Grove Bank
Portfolio Value $801,798,350
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 120,345 $68,359,570 8.53%
2.
Ishares Trust
 IEF 780,507 $48,407,044 6.04%
3.
Apple Inc.
 AAPL 164,251 $33,699,378 4.2%
4.
Ishares Trust
 IEF 278,355 $30,421,418 3.79%
5.
Ishares Tr - CORE MSCI EAFE
 309,195 $25,811,599 3.22%
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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