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Home > Institutional Investor > Mystic Asset Management, Inc. > Profile

Instuitional Investor - Mystic Asset Management, Inc.

Fund Profile
Filing Period:
Fund Name: Mystic Asset Management, Inc.
Portfolio Value $413,524,301
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 51,249 $25,491,671 6.16%
2.
Apple Inc.
 AAPL 120,727 $24,769,579 5.99%
3.
Nvidia Corp
 NVDA 106,746 $16,864,801 4.08%
4.
Jpmorgan Chase & Co
 JPM 45,880 $13,301,187 3.22%
5.
Broadcom Inc.
 AVGO 48,176 $13,279,714 3.21%
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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