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Home > Institutional Investor > Paul Damon & Associates, Inc. > Profile

Instuitional Investor - Paul Damon & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Paul Damon & Associates, Inc.
Portfolio Value $209,436,581
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 36,569 $21,955,188 10.48%
2.
Ishares Tr - RUS TP200 GR ETF
 63,515 $17,380,875 8.3%
3.
Spdr S & P 500 Etf Trust
 SPY 25,483 $16,976,015 8.11%
4.
Amazon Com Inc
 AMZN 70,402 $15,458,167 7.38%
5.
Schwab Strategic Trust
 FNDF 452,943 $12,365,352 5.9%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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