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Home > Institutional Investor > Beacon Trust Co > Profile

Instuitional Investor - Beacon Trust Co

Fund Profile
Filing Period:
Fund Name: Beacon Trust Co
Portfolio Value $634,893,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 233,977 $25,449,000 4%
2.
Vanguard Index Fds
 156,243 $19,031,000 2.99%
3.
Ishares Tr
 166,705 $17,547,000 2.76%
4.
Jpmorgan Chase & Co
 JPM 166,677 $15,104,000 2.37%
5.
Apple Inc
 AAPL 438,472 $15,016,000 2.36%
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)