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Home > Institutional Investor > Hartland & Co., Llc > Profile

Instuitional Investor - Hartland & Co., Llc

Fund Profile
Filing Period:
Fund Name: Hartland & Co., Llc
Portfolio Value $1,884,349,603
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 433,835 $189,499,115 10.05%
2.
Apple Inc.
 AAPL 483,401 $93,069,223 4.93%
3.
J P Morgan Exchange Traded F
 1,149,642 $63,217,037 3.35%
4.
Vanguard Index Fds
 267,808 $62,302,914 3.3%
5.
Microsoft Corp
 MSFT 153,691 $57,794,128 3.06%
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)