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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 $258,982,104
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 125,596 $12,465,402 4.81%
2.
Microsoft Corp
 MSFT 32,258 $12,130,448 4.68%
3.
Apple Inc.
 AAPL 50,846 $9,789,379 3.77%
4.
Vanguard Scottsdale Funds
 121,224 $9,379,100 3.62%
5.
Sector Spdr Trust
 XLB 38,598 $7,429,342 2.86%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)