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Home > Institutional Investor > Philadelphia Trust Co > Profile

Instuitional Investor - Philadelphia Trust Co

Fund Profile
Filing Period:
Fund Name: Philadelphia Trust Co
Portfolio Value $1,168,100
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,166,922 $126,471 10.83%
2.
Apple Inc.
 AAPL 277,314 $61,600 5.27%
3.
Microsoft Corp
 MSFT 136,981 $51,421 4.4%
4.
Berkshire Hathaway Inc
 BRK.A 93,731 $49,919 4.27%
5.
Abbvie Inc.
 ABBV 195,709 $41,005 3.51%
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)