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Home > Institutional Investor > Notis-mcconarty Edward > Profile

Instuitional Investor - Notis-mcconarty Edward

Fund Profile
Filing Period:
Fund Name: Notis-mcconarty Edward
Portfolio Value $205,229,759
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 82,797 $13,081,098 6.37%
2.
Microsoft Corp
 MSFT 21,784 $10,835,580 5.28%
3.
Mastercard Inc
 MA 16,834 $9,459,760 4.61%
4.
Alphabet Inc.
 GOOGL 52,532 $9,257,762 4.51%
5.
Apple Inc.
 AAPL 44,800 $9,191,616 4.48%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)