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Home > Institutional Investor > M.e. Allison & Co., Inc. > Profile

Instuitional Investor - M.e. Allison & Co., Inc.

Fund Profile
Filing Period:
Fund Name: M.e. Allison & Co., Inc.
Portfolio Value $150,854,146
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Growth Etf
 167,980 $6,768,823 4.49%
2.
Capital Group Dividend Value
 139,259 $5,934,064 3.93%
3.
Spdr S & P 500 Etf Trust
 SPY 6,795 $4,418,907 2.93%
4.
Apple Inc.
 AAPL 16,457 $4,176,533 2.77%
5.
J P Morgan Exchange Traded F
 71,198 $4,035,518 2.68%
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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