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Home > Institutional Investor > Chesapeake Wealth Management > Profile

Instuitional Investor - Chesapeake Wealth Management

Fund Profile
Filing Period:
Fund Name: Chesapeake Wealth Management
Portfolio Value $280,342,825
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 161,256 $15,951,442 5.69%
2.
Microsoft Corp
 MSFT 28,909 $10,852,411 3.87%
3.
Apple Inc.
 AAPL 47,519 $10,555,395 3.77%
4.
Vanguard Scottsdale Funds
 128,121 $10,113,871 3.61%
5.
Sector Spdr Trust
 XLB 37,343 $7,710,582 2.75%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)