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Home > Institutional Investor > Innealta Capital, Llc > Profile

Instuitional Investor - Innealta Capital, Llc

Fund Profile
Filing Period:
Fund Name: Innealta Capital, Llc
Portfolio Value $187,390,709
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLE 148,093 $15,865,203 8.47%
2.
Sector Spdr Trust
 XLE 70,838 $13,496,056 7.2%
3.
Sector Spdr Trust
 XLE 56,457 $10,457,530 5.58%
4.
Spdr Bloomberg 1-3 Month T-B
 98,610 $9,036,620 4.82%
5.
Sector Spdr Trust
 XLE 162,938 $8,735,106 4.66%
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.