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Home > Institutional Investor > Comprehensive Portfolio Management, Llc > Profile

Instuitional Investor - Comprehensive Portfolio Management, Llc

Fund Profile
Filing Period:
Fund Name: Comprehensive Portfolio Management, Llc
Portfolio Value $6,704,685,218
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 1,689,593 $625,217,092 9.33%
2.
Ishares Trust
 IEF 475,333 $355,972,101 5.31%
3.
Ishares Tr - 0-5 YR TIPS ETF
 2,522,612 $257,710,078 3.84%
4.
Invesco Qqq Tr
 338,708 $249,424,718 3.72%
5.
Apple Inc.
 AAPL 674,862 $195,278,090 2.91%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.