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Home > Institutional Investor > Emerson Investment Management, Llc > Profile

Instuitional Investor - Emerson Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Emerson Investment Management, Llc
Portfolio Value $527,771,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 422,898 $21,957,000 4.16%
2.
Wisdomtree Trust
 425,200 $18,585,000 3.52%
3.
Vanguard Intl Equity Index Funds
 VWO 389,862 $13,481,000 2.55%
4.
Ishares Trust
 IEF 232,576 $13,294,000 2.51%
5.
Apple Inc
 AAPL 473,396 $12,899,000 2.44%
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)