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Home > Institutional Investor > Generation Capital Management Llc > Profile

Instuitional Investor - Generation Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Generation Capital Management Llc
Portfolio Value $136,854,599
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Rbb Fd Inc
 258,647 $12,896,139 9.42%
2.
Ishares Tr
 172,371 $8,727,144 6.38%
3.
Janus Detroit Str Tr
 170,396 $8,582,847 6.27%
4.
Alphabet Inc.
 GOOGL 28,954 $8,305,848 6.07%
5.
Apple Inc.
 AAPL 24,524 $6,223,946 4.55%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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