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Home > Institutional Investor > Smith Chas P & Associates Pa Cpas > Profile

Instuitional Investor - Smith Chas P & Associates Pa Cpas

Fund Profile
Filing Period:
Fund Name: Smith Chas P & Associates Pa Cpas
Portfolio Value $1,780,023,563
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 204,832 $101,885,323 5.72%
2.
Jpmorgan Chase & Co
 JPM 338,099 $98,018,301 5.51%
3.
Apple Inc.
 AAPL 464,372 $95,275,249 5.35%
4.
Berkshire Hathaway Inc
 BRK.A 171,195 $83,161,303 4.67%
5.
Alphabet Inc.
 GOOGL 438,426 $77,772,304 4.37%
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)