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Home > Institutional Investor > Dougherty & Associates, Llc > Profile

Instuitional Investor - Dougherty & Associates, Llc

Fund Profile
Filing Period:
Fund Name: Dougherty & Associates, Llc
Portfolio Value $111,868,886
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 79,434 $14,814,570 13.24%
2.
Royal Caribbean Cruises Ltd
 RCL 38,816 $10,826,781 9.68%
3.
Market Vectors Etf Trust
 SMH 481,609 $8,505,221 7.6%
4.
Vanguard World Fund
 9,495 $7,157,776 6.4%
5.
Alphabet Inc.
 GOOGL 22,145 $6,931,636 6.2%
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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