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Home > Institutional Investor > Strategy Asset Managers Llc > 13F Holdings

Instuitional Investor - Strategy Asset Managers Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 77,669 $29,339,397 4.38%
2.
Alphabet Inc.
 GOOGL 70,414 $25,163,974 3.76%
3.
Eli Lilly & Co
 LLY 20,278 $24,321,915 3.63%
4.
Cisco Systems Inc.
 CSCO 202,351 $23,768,190 3.55%
5.
Jpmorgan Chase & Co
 JPM 69,657 $22,800,749 3.4%
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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