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Home > Institutional Investor > Henson-edgewater Management, Llc > Profile

Instuitional Investor - Henson-edgewater Management, Llc

Fund Profile
Filing Period:
Fund Name: Henson-edgewater Management, Llc
Portfolio Value $191,986,494
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 81,809 $24,726,657 12.88%
2.
Palantir Technologies Inc.
 PLTR 82,086 $14,039,989 7.31%
3.
Bank Of America Corp
 BAC 182,474 $11,826,140 6.16%
4.
Advanced Micro Devices Inc
 AMD 22,919 $11,068,273 5.77%
5.
Amazon Com Inc
 AMZN 40,763 $10,895,135 5.67%
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.