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Home > Institutional Investor > Mb, Levis & Associates, Llc > Profile

Instuitional Investor - Mb, Levis & Associates, Llc

Fund Profile
Filing Period:
Fund Name: Mb, Levis & Associates, Llc
Portfolio Value $239,680,085
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 265,807 $19,962,080 8.33%
2.
Vanguard Index Fds - LARGE CAP ETF
 66,145 $19,767,506 8.25%
3.
Watford Holdings Ltd.
 WTRE 158,245 $17,283,495 7.21%
4.
Wisdomtree Tr
 174,355 $15,315,334 6.39%
5.
Ishares Tr
 657,363 $13,758,611 5.74%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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