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Home > Institutional Investor > Harmony Asset Management Llc > Profile

Instuitional Investor - Harmony Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Harmony Asset Management Llc
Portfolio Value $236,547,528
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 75,036 $14,446,657 6.1%
2.
Dover Corp
 DOV 91,136 $14,017,628 5.92%
3.
Cboe Global Markets Inc.
 CBOE 74,070 $13,225,939 5.59%
4.
Microsoft Corp
 MSFT 25,050 $9,419,941 3.98%
5.
Amazon Com Inc
 AMZN 46,562 $7,074,637 2.99%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)