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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 $467,877,790
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 100,682 $29,133,431 6.23%
2.
Microsoft Corp
 MSFT 50,915 $18,992,315 4.06%
3.
Nvidia Corp
 NVDA 91,823 $18,372,864 3.93%
4.
Broadcom Inc.
 AVGO 45,974 $17,366,679 3.71%
5.
Jpmorgan Chase & Co
 JPM 43,626 $14,280,230 3.05%
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.