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Home > Institutional Investor > Pacific Point Advisors, Llc > Profile

Instuitional Investor - Pacific Point Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Pacific Point Advisors, Llc
Portfolio Value $180,087,385
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 376,038 $34,493,994 19.15%
2.
C. H. Robinson Worldwide Inc.
 CHRW 271,802 $27,832,525 15.46%
3.
Tesla Inc.
 TSLA 19,339 $5,011,895 2.78%
4.
Microsoft Corp
 MSFT 11,020 $4,136,922 2.3%
5.
Ishares Trust
 IAU 68,862 $4,060,104 2.25%
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)