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Home > Institutional Investor > St. Clair Advisors, Llc > Profile

Instuitional Investor - St. Clair Advisors, Llc

Fund Profile
Filing Period:
Fund Name: St. Clair Advisors, Llc
Portfolio Value $382,317,509
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 204,944 $127,249,650 33.28%
2.
Microsoft Corp
 MSFT 54,093 $26,906,399 7.04%
3.
Ishares Trust
 IEF 195,756 $25,998,313 6.8%
4.
Ishares Inc - CORE MSCI EMKT
 320,787 $19,256,850 5.04%
5.
Progressive Corp
 PGR 69,786 $18,623,092 4.87%
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)