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Home > Institutional Investor > Haverford Trust Co > Profile

Instuitional Investor - Haverford Trust Co

Fund Profile
Filing Period:
Fund Name: Haverford Trust Co
Portfolio Value $11,586,079,361
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 2,265,185 $655,453,975 5.66%
2.
Ishares Trust
 IEF 659,358 $493,786,680 4.26%
3.
Jpmorgan Chase & Co
 JPM 1,330,284 $435,441,945 3.76%
4.
Microsoft Corp
 MSFT 1,159,042 $432,345,840 3.73%
5.
Ishares Trust
 HYG 1,831,381 $401,859,868 3.47%
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.