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Home > Institutional Investor > Country Club Bank N > Profile

Instuitional Investor - Country Club Bank N

Fund Profile
Filing Period:
Fund Name: Country Club Bank N
Portfolio Value $1,485,165,196
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 250,658 $68,537,416 4.61%
2.
Vanguard Star Fds
 1,091,092 $68,204,160 4.59%
3.
Ishares Trust
 IEF 108,509 $60,561,042 4.08%
4.
Microsoft Corp
 MSFT 93,365 $35,366,661 2.38%
5.
Ishares Trust
 VLUE 422,430 $34,833,577 2.35%
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)