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Home > Institutional Investor > Pollock Investment Advisors, Llc > Profile

Instuitional Investor - Pollock Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Pollock Investment Advisors, Llc
Portfolio Value $122,712,405
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sei Exchange Traded Funds
 1,566,378 $49,058,959 39.98%
2.
First Tr Exchange-Traded Fd - CAP STRENGTH ETF
 388,844 $35,342,031 28.8%
3.
Dimensional Etf Trust
 124,401 $4,458,532 3.63%
4.
O Reilly Automotive Inc
 ORLY 25,230 $2,273,980 1.85%
5.
Mastercard Inc
 MA 3,584 $2,013,993 1.64%
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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