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Home > Institutional Investor > Merrithew & Thorsten Inc > Profile

Instuitional Investor - Merrithew & Thorsten Inc

Fund Profile
Filing Period:
Fund Name: Merrithew & Thorsten Inc
Portfolio Value $110,619,613
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 42,280 $29,632,609 26.79%
2.
Invesco Qqq Tr
 28,956 $21,420,991 19.36%
3.
Pimco Corporate & Income Opportunity Fund
 PTY 1,420,520 $15,639,927 14.14%
4.
Apple Inc.
 AAPL 37,489 $12,484,895 11.29%
5.
Vanguard World Fund
 VGT 19,444 $7,091,134 6.41%
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.