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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 $144,961,750
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 19,958 $13,036,765 8.99%
2.
Spdr S & P 500 Etf Trust
 SPY 18,901 $12,292,030 8.48%
3.
Vanguard Index Fds - GROWTH ETF
 18,046 $7,882,445 5.44%
4.
Vanguard Whitehall Funds
 43,829 $6,491,025 4.48%
5.
Vanguard Tax-Managed Fds
 89,080 $5,708,260 3.94%
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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