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Home > Institutional Investor > Icon Advisers Inc > Profile

Instuitional Investor - Icon Advisers Inc

Fund Profile
Filing Period:
Fund Name: Icon Advisers Inc
Portfolio Value $436,793,209
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lpl Financial Holdings Inc.
 LPLA 45,632 $10,386,756 2.37%
2.
Alamo Group Inc
 ALG 46,830 $9,843,198 2.25%
3.
Equity Commonwealth
 EQC 388,555 $9,764,387 2.23%
4.
Mastercard Inc
 MA 20,080 $8,564,321 1.96%
5.
Nike Inc.
 NKE 63,892 $6,936,754 1.58%
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)