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Home > Institutional Investor > H. L. Ormond & Company, Llc > Profile

Instuitional Investor - H. L. Ormond & Company, Llc

Fund Profile
Filing Period:
Fund Name: H. L. Ormond & Company, Llc
Portfolio Value $62,370,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 9,282 $2,162,000 3.46%
2.
Pepsico Inc
 PEP 10,949 $1,787,000 2.86%
3.
Diageo Plc
 DEO 9,509 $1,614,000 2.58%
4.
Alphabet Inc.
 GOOG 16,409 $1,578,000 2.53%
5.
Fastenal Co
 FAST 33,622 $1,548,000 2.48%
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)