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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 $1,972,910,354
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 338,489 $119,598,332 6.06%
2.
Apple Inc.
 AAPL 411,508 $119,074,034 6.04%
3.
Jpmorgan Chase & Co
 JPM 288,483 $94,429,280 4.79%
4.
Berkshire Hathaway Inc
 BRK-B 159,093 $79,608,706 4.04%
5.
Walmart Inc.
 WMT 694,499 $78,658,970 3.99%
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.