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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 $253,010,924
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 38,598 $19,796,914 7.82%
2.
Apple Inc.
 AAPL 55,267 $18,405,017 7.27%
3.
Abbvie Inc.
 ABBV 29,634 $7,751,958 3.06%
4.
Vanguard Growth Etf (Mkt)
 75,139 $6,770,809 2.68%
5.
Vanguard Value Etf
 30,741 $6,642,237 2.63%
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.