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Home > Institutional Investor > Jordan Park Trust Co Llc > Profile

Instuitional Investor - Jordan Park Trust Co Llc

Fund Profile
Filing Period:
Fund Name: Jordan Park Trust Co Llc
Portfolio Value $108,186,260
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Samsara Inc.
 IOT 2,487,301 $98,944,834 91.46%
2.
Ishares Core Msci Emerging
 36,349 $2,182,031 2.02%
3.
Ishares U.s. Treasury Bond Etf
 84,001 $1,930,343 1.78%
4.
Ishares Trust
 IAU 18,651 $1,163,076 1.08%
5.
Microsoft Corp
 MSFT 1,303 $648,125 0.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)