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Home > Institutional Investor > Midatlantic Capital Management, Inc. > Profile

Instuitional Investor - Midatlantic Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Midatlantic Capital Management, Inc.
Portfolio Value $140,941,208
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 19,630 $12,188,267 8.65%
2.
Spdr S & P 500 Etf Trust
 SPY 19,727 $12,188,077 8.65%
3.
Vanguard Index Fds - GROWTH ETF
 20,265 $8,884,254 6.3%
4.
Vanguard Whitehall Funds
 44,030 $5,869,614 4.16%
5.
Ishares Trust
 IEF 13,344 $5,665,596 4.02%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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