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Home > Institutional Investor > Charter Trust Co > 13F Holdings

Instuitional Investor - Charter Trust Co

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLE 926,311 $181,325,378 9.95%
2.
Apple Inc.
 AAPL 276,508 $92,082,694 5.05%
3.
Eli Lilly & Co
 LLY 66,424 $76,857,882 4.22%
4.
Ishares Trust
 IEF 98,681 $75,574,844 4.15%
5.
Ishares Trust
 IEF 753,529 $71,238,632 3.91%
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.