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Home > Institutional Investor > Charter Trust Co > Profile

Instuitional Investor - Charter Trust Co

Fund Profile
Filing Period:
Fund Name: Charter Trust Co
Portfolio Value $1,509,603,545
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 468,257 $96,685,705 6.4%
2.
Eli Lilly & Co
 LLY 76,113 $62,862,488 4.16%
3.
Ishares Trust
 IEF 106,793 $60,006,987 3.98%
4.
Ishares Trust
 IEF 596,769 $59,032,389 3.91%
5.
Apple Inc.
 AAPL 251,247 $55,809,496 3.7%
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)