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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 $272,774,145
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 69,388 $24,414,172 8.95%
2.
Vanguard Intl Equity Index Funds
 VWO 277,134 $22,993,777 8.43%
3.
Ldr Holding Corp
 LDRH 782,135 $18,481,839 6.78%
4.
Watford Holdings Ltd.
 WTREP 159,183 $17,823,734 6.53%
5.
Wisdomtree Tr
 172,749 $16,798,086 6.16%
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.