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Home > Institutional Investor > Dividend Assets Capital, Llc > Profile

Instuitional Investor - Dividend Assets Capital, Llc

Fund Profile
Filing Period:
Fund Name: Dividend Assets Capital, Llc
Portfolio Value $550,661,222
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 74,130 $36,873,227 6.7%
2.
Costco Wholesale Corp W
 COST 27,777 $27,497,458 4.99%
3.
Visa Inc.
 V 51,453 $18,268,246 3.32%
4.
Novo Nordisk A S
 NVO 262,362 $18,108,225 3.29%
5.
Jpmorgan Chase & Co
 JPM 57,578 $16,692,406 3.03%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)