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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 $357,002,310
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 199,479 $112,087,344 31.4%
2.
Ishares Trust
 IEF 204,148 $27,415,026 7.68%
3.
Microsoft Corp
 MSFT 54,943 $20,625,053 5.78%
4.
Progressive Corp
 PGR 72,021 $20,382,663 5.71%
5.
Apple Inc.
 AAPL 90,733 $20,154,521 5.65%
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)