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Home > Institutional Investor > Smith Shellnut Wilson Llc V > Profile

Instuitional Investor - Smith Shellnut Wilson Llc V

Fund Profile
Filing Period:
Fund Name: Smith Shellnut Wilson Llc V
Portfolio Value $230,586,656
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 30,696 $19,058,876 8.27%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 32,701 $18,575,421 8.06%
3.
Oracle Corp
 ORCL 65,325 $14,282,005 6.19%
4.
Invesco Qqq Tr Unit Ser 1
 25,807 $14,236,173 6.17%
5.
Ishares Trust
 IEF 97,920 $13,223,103 5.73%
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)