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Home > Institutional Investor > Montage Investments, Llc > Profile

Instuitional Investor - Montage Investments, Llc

Fund Profile
Filing Period:
Fund Name: Montage Investments, Llc
Portfolio Value $182,200,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wells Fargo & Company
 WFC 178,401 $7,899,000 4.33%
2.
Microsoft Corp
 MSFT 127,445 $7,342,000 4.02%
3.
Kinder Morgan Inc.
 KMI 226,174 $5,232,000 2.87%
4.
Transcanada Corp
 TRP 103,565 $4,926,000 2.7%
5.
International Business Machines Corp
 IBM 30,997 $4,923,000 2.7%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)