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Home > Institutional Investor > Adelphi Trust Co > Profile

Instuitional Investor - Adelphi Trust Co

Fund Profile
Filing Period:
Fund Name: Adelphi Trust Co
Portfolio Value $122,894,297
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 34,778 $9,987,546 8.13%
2.
Microsoft Corp
 MSFT 17,380 $6,433,554 5.24%
3.
Apple Inc.
 AAPL 25,276 $6,414,796 5.22%
4.
Nvidia Corp
 NVDA 33,012 $5,757,293 4.68%
5.
Vanguard Tax-Managed Fds
 78,578 $5,035,278 4.1%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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