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Home > Institutional Investor > Chesapeake Wealth Management > Profile

Instuitional Investor - Chesapeake Wealth Management

Fund Profile
Filing Period:
Fund Name: Chesapeake Wealth Management
Portfolio Value $291,572,910
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 155,352 $15,053,608 5.16%
2.
Microsoft Corp
 MSFT 29,466 $12,420,016 4.25%
3.
Apple Inc.
 AAPL 48,537 $12,154,634 4.16%
4.
Vanguard Scottsdale Funds
 122,343 $9,543,977 3.27%
5.
Sector Spdr Trust
 XLB 37,512 $8,722,289 2.99%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)