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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 $209,713,966
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 41,244 $15,482,586 7.38%
2.
Apple Inc.
 AAPL 59,761 $13,274,711 6.33%
3.
Abbvie Inc.
 ABBV 41,764 $8,750,393 4.17%
4.
Abbott Laboratories
 ABT 51,801 $6,871,403 3.28%
5.
Mcdonalds Corp
 MCD 20,378 $6,365,476 3.04%
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)