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

Instuitional Investor - Fwl Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Fwl Investment Management, Llc
Portfolio Value $326,767,636
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Oracle Corp
 ORCL 74,136 $16,208,430 4.96%
2.
Microsoft Corp
 MSFT 31,556 $15,696,331 4.8%
3.
Cheniere Energy Inc.
 LNG 64,374 $15,676,384 4.8%
4.
Spdr Bloomberg 1-3 Month T-Bill Etf - ETF
 146,583 $13,446,091 4.11%
5.
Alphabet Inc.
 GOOGL 75,762 $13,439,437 4.11%
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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