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Home > Institutional Investor > Newport Capital Group, Llc > Profile

Instuitional Investor - Newport Capital Group, Llc

Fund Profile
Filing Period:
Fund Name: Newport Capital Group, Llc
Portfolio Value $107,558,273
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Arthur J. Gallagher & Co.
 AJG 59,370 $13,532,204 12.58%
2.
Vanguard Bond Index Funds
 BND 157,662 $11,001,656 10.22%
3.
Vanguard Scottsdale Funds
 188,954 $10,798,724 10.03%
4.
Ishares Trust
 IEF 66,583 $10,108,629 9.39%
5.
Ishares Trust
 IEF 37,317 $9,925,965 9.22%
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)