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Home > Institutional Investor > Tradition Asset Management Llc > Profile

Instuitional Investor - Tradition Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Tradition Asset Management Llc
Portfolio Value $349,871,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 54,413 $11,073,000 3.16%
2.
Johnson & Johnson
 JNJ 75,847 $10,666,000 3.04%
3.
Merck & Co. Inc.
 MRK 135,367.016 $9,988,000 2.85%
4.
Spdr S & P 500 Etf Trust
 SPY 28,362 $8,746,000 2.5%
5.
Abbvie Inc.
 ABBV 79,829 $7,837,000 2.24%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)