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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 $264,420,185
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,003,234 $29,525,169 11.17%
2.
Schwab Strategic Trust
 SCHD 432,684 $15,632,879 5.91%
3.
Schwab Strategic Trust
 SCHD 396,599 $14,622,613 5.53%
4.
Apple Inc.
 AAPL 50,243 $14,538,208 5.5%
5.
Spdr S & P 500 Etf Trust
 SPY 15,315 $11,437,068 4.33%
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.