Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > West Chester Capital Advisors, Inc > Profile

Instuitional Investor - West Chester Capital Advisors, Inc

Fund Profile
Filing Period:
Fund Name: West Chester Capital Advisors, Inc
Portfolio Value $125,933,584
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 109,270 $76,582,971 60.81%
2.
Ishares Tr
 54,525 $6,185,316 4.91%
3.
Ishares Trust
 IEF 67,308 $6,011,277 4.77%
4.
Ameriserv Financial Inc
 ASRV 889,755 $4,101,773 3.26%
5.
Eli Lilly & Co
 LLY 2,675 $3,095,189 2.46%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.