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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 $299,835,082
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 160,893 $15,960,585 5.32%
2.
Microsoft Corp
 MSFT 28,542 $14,197,424 4.74%
3.
Vanguard Scottsdale Funds
 130,540 $10,377,929 3.46%
4.
Apple Inc.
 AAPL 47,232 $9,690,589 3.23%
5.
Sector Spdr Trust
 XLB 36,822 $9,324,434 3.11%
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)