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Home > Institutional Investor > Somerset Group Llc > Profile

Instuitional Investor - Somerset Group Llc

Fund Profile
Filing Period:
Fund Name: Somerset Group Llc
Portfolio Value $118,081,608
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Trust - ETF
 15,957 $8,802,519 7.45%
2.
3M Co
 MMM 57,130 $8,697,471 7.37%
3.
C. H. Robinson Worldwide Inc.
 CHRW 74,426 $7,141,175 6.05%
4.
Microsoft Corp
 MSFT 14,289 $7,107,491 6.02%
5.
Amazon Com Inc
 AMZN 25,214 $5,531,699 4.68%
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)