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Home > Institutional Investor > Davidson Trust Co > Profile

Instuitional Investor - Davidson Trust Co

Fund Profile
Filing Period:
Fund Name: Davidson Trust Co
Portfolio Value $216,667,682
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 39,953 $19,873,022 9.17%
2.
Apple Inc.
 AAPL 59,180 $12,141,961 5.6%
3.
Abbvie Inc.
 ABBV 39,590 $7,348,696 3.39%
4.
Abbott Laboratories
 ABT 51,799 $7,045,182 3.25%
5.
Mcdonalds Corp
 MCD 20,127 $5,880,506 2.71%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)