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Home > Institutional Investor > Payne Capital Llc > Profile

Instuitional Investor - Payne Capital Llc

Fund Profile
Filing Period:
Fund Name: Payne Capital Llc
Portfolio Value $98,220,557
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 324,798 $8,145,936 8.29%
2.
Microsoft Corp
 MSFT 15,905 $7,691,856 7.83%
3.
Schwab Strategic Trust
 FNDF 242,141 $6,588,654 6.71%
4.
Blackrock Etf Trust
 108,238 $6,581,956 6.7%
5.
Vanguard Whitehall Funds
 42,082 $6,039,556 6.15%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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