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Home > Institutional Investor > Linscomb & Williams, Inc. > Profile

Instuitional Investor - Linscomb & Williams, Inc.

Fund Profile
Filing Period:
Fund Name: Linscomb & Williams, Inc.
Portfolio Value $2,175,691,584
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 4,191,473 $238,955,901 10.98%
2.
Ishares Trust
 IEF 314,740 $195,421,982 8.98%
3.
Ishares Trust
 IEF 1,587,720 $98,470,382 4.53%
4.
Wisdomtree Trust
 1,831,348 $91,787,138 4.22%
5.
Ishares Trust
 VLUE 1,002,403 $89,604,834 4.12%
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)