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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 $189,284,990
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 82,905 $8,985,244 4.75%
2.
Vanguard Total Stock Market Etf - ETF
 26,107 $7,175,248 3.79%
3.
Microsoft Corp
 MSFT 16,245 $6,098,202 3.22%
4.
Ishares Trust
 IEF 10,215 $5,739,809 3.03%
5.
Vanguard Mid-Cap Etf - ETF
 19,776 $5,114,371 2.7%
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)