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Home > Institutional Investor > Ocean Endowment Partners, Llc > Profile

Instuitional Investor - Ocean Endowment Partners, Llc

Fund Profile
Filing Period:
Fund Name: Ocean Endowment Partners, Llc
Portfolio Value $10,000,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 24,500 $15,180,000 73.59%
2.
Invesco Qqq Tr
 4,986 $1,706,000 8.27%
3.
International Business Machines Corp
 IBM 10,000 $1,441,000 6.98%
4.
Apple Inc.
 AAPL 5,688 $745,000 3.61%
5.
Microsoft Corp
 MSFT 2,228 $574,000 2.78%
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)