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Home > Institutional Investor > Hardworking Capital Advisors, Llc > Profile

Instuitional Investor - Hardworking Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Hardworking Capital Advisors, Llc
Portfolio Value $122,395,865
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 20,007 $14,940,627 12.21%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 161,509 $8,167,522 6.67%
3.
Pimco Etf Trust
 MINT 58,977 $5,945,451 4.86%
4.
Apple Inc.
 AAPL 18,446 $5,337,513 4.36%
5.
Invesco Actively Managed Exc - ULTRA SHRT DUR
 96,237 $4,826,278 3.94%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.