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Home > Institutional Investor > Ellerson Group Inc V > Profile

Instuitional Investor - Ellerson Group Inc V

Fund Profile
Filing Period:
Fund Name: Ellerson Group Inc V
Portfolio Value $115,286,744
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 20,160 $9,983,639 8.65%
2.
Apple Inc.
 AAPL 49,731 $9,574,721 8.3%
3.
Dexcom Inc
 DXCM 64,568 $8,012,243 6.94%
4.
Regeneron Pharmaceuticals Inc.
 REGN 7,095 $6,231,467 5.4%
5.
Fedex Corp
 FDX 19,390 $4,905,089 4.25%
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
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Returns since its inception in May 2014 (through Feb 16th, 2024)