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Home > Institutional Investor > Marquette Associates, Inc. > Profile

Instuitional Investor - Marquette Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Marquette Associates, Inc.
Portfolio Value $137,192,107
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 27,310 $20,393,972 14.87%
2.
Vanguard Index Fds
 49,489 $18,312,910 13.35%
3.
Ishares Trust
 HYG 167,143 $16,142,634 11.77%
4.
Ishares Trust
 IEF 155,973 $15,438,208 11.25%
5.
Neuberger Berman Etf Trust - OPT STRATEGY ETF
 462,368 $12,952,823 9.44%
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.