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Home > Institutional Investor > S.a. Mason Llc > Profile

Instuitional Investor - S.a. Mason Llc

Fund Profile
Filing Period:
Fund Name: S.a. Mason Llc
Portfolio Value $206,650,232
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 81,009 $12,798,612 6.19%
2.
Vanguard Total Stock Market Etf - ETF
 26,404 $8,024,968 3.88%
3.
Microsoft Corp
 MSFT 15,938 $7,927,606 3.84%
4.
Ishares Trust
 IEF 10,456 $6,492,130 3.14%
5.
Spdr S & P 500 Etf Trust
 SPY 9,134 $5,643,442 2.73%
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)