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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 $1,526,781,119
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 475,141 $110,479,785 7.23%
2.
Apple Inc.
 AAPL 261,105 $65,385,914 4.28%
3.
Ishares Trust
 IEF 108,072 $63,619,825 4.16%
4.
Eli Lilly & Co
 LLY 76,948 $59,403,856 3.89%
5.
Ishares Trust
 IEF 574,441 $55,663,333 3.64%
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)