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Home > Institutional Investor > St. Johns Investment Management Company, Llc > Profile

Instuitional Investor - St. Johns Investment Management Company, Llc

Fund Profile
Filing Period:
Fund Name: St. Johns Investment Management Company, Llc
Portfolio Value $262,727,115
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 960,992 $28,829,752 10.97%
2.
Apple Inc.
 AAPL 49,436 $16,463,054 6.27%
3.
Schwab Strategic Trust
 SCHD 435,931 $14,224,434 5.41%
4.
Schwab Strategic Trust
 SCHD 401,926 $13,673,530 5.2%
5.
Spdr S & P 500 Etf Trust
 SPY 13,305 $10,147,083 3.86%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.