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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 $356,533,654
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 202,075 $20,001,382 5.61%
2.
Sector Spdr Trust
 XLE 77,961 $14,853,129 4.17%
3.
Apple Inc.
 AAPL 44,187 $12,785,950 3.59%
4.
Vanguard Scottsdale Funds
 VCIT 153,501 $12,131,183 3.4%
5.
Ishares Trust
 IEF 15,939 $11,936,557 3.35%
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.