Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Copperwynd Financial, Llc > Profile

Instuitional Investor - Copperwynd Financial, Llc

Fund Profile
Filing Period:
Fund Name: Copperwynd Financial, Llc
Portfolio Value $251,486,089
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 46,967 $22,324,059 8.87%
2.
Invesco Qqq Tr
 53,167 $21,772,950 8.65%
3.
Glacier Bancorp Inc.
 GBCI 418,859 $17,307,254 6.88%
4.
Ishares Trust
 IEF 60,804 $15,946,450 6.34%
5.
Vanguard World Fd
 59,200 $15,363,047 6.1%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)