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Home > Institutional Investor > Owen Larue, Llc > Profile

Instuitional Investor - Owen Larue, Llc

Fund Profile
Filing Period:
Fund Name: Owen Larue, Llc
Portfolio Value $105,120,077
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 57,783 $11,124,968 10.58%
2.
Pacer Fds Tr
 160,809 $8,360,458 7.95%
3.
Invesco Qqq Tr
 15,148 $6,203,286 5.9%
4.
Microsoft Corp
 MSFT 14,287 $5,372,592 5.11%
5.
Jpmorgan Chase & Co
 JPM 27,357 $4,653,457 4.42%
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)