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Home > Institutional Investor > Grantossmendelsohn, Llc > Profile

Instuitional Investor - Grantossmendelsohn, Llc

Fund Profile
Filing Period:
Fund Name: Grantossmendelsohn, Llc
Portfolio Value $179,868,759
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 352,296 $17,840,219 9.92%
2.
Spdr Gold Trust
 GLD 48,978 $15,134,523 8.41%
3.
T Rowe Price Etf Inc
 248,089 $7,879,403 4.38%
4.
J P Morgan Exchange Traded F
 107,327 $5,912,607 3.29%
5.
Oracle Corp
 ORCL 35,056 $4,912,748 2.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)