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Home > Institutional Investor > Magnolia Capital Advisors Llc > Profile

Instuitional Investor - Magnolia Capital Advisors Llc

Fund Profile
Filing Period:
Fund Name: Magnolia Capital Advisors Llc
Portfolio Value $582,670,737
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Market Etf
 75,624 $27,983,846 4.8%
2.
Jpmorgan U.s. Momentum Factor Etf
 236,029 $20,171,077 3.46%
3.
Apple Inc.
 AAPL 61,693 $17,851,378 3.06%
4.
Ishares Tr Trs Flt Rt Bd
 225,528 $11,418,483 1.96%
5.
Ishares Trust
 IEF 63,504 $10,431,803 1.79%
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.