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Home > Institutional Investor > Haverford Financial Services, Inc. > Profile

Instuitional Investor - Haverford Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Haverford Financial Services, Inc.
Portfolio Value $337,826,099
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 53,362 $26,542,792 7.86%
2.
Apple Inc.
 AAPL 98,032 $20,113,225 5.95%
3.
Jpmorgan Chase & Co
 JPM 66,079 $19,156,963 5.67%
4.
Oracle Corp
 ORCL 85,870 $18,773,758 5.56%
5.
Costco Wholesale Corp W
 COST 16,960 $16,789,382 4.97%
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)