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Home > Institutional Investor > Bank & Trust Co > Profile

Instuitional Investor - Bank & Trust Co

Fund Profile
Filing Period:
Fund Name: Bank & Trust Co
Portfolio Value $159,005,812
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 10,054 $11,633,282 7.32%
2.
Otter Tail Corp
 OTTR 117,295 $10,326,652 6.49%
3.
Microsoft Corp
 MSFT 15,875 $8,142,288 5.12%
4.
Valero Energy Corp
 VLO 14,202 $5,504,837 3.46%
5.
Alphabet Inc.
 GOOGL 13,306 $4,578,328 2.88%
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.