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Home > Institutional Investor > Davidson Trust Co > Profile

Instuitional Investor - Davidson Trust Co

Fund Profile
Filing Period:
Fund Name: Davidson Trust Co
Portfolio Value $155,050,809
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 35,087 $13,194,116 8.5%
2.
Apple Inc.
 AAPL 54,559 $10,504,244 6.77%
3.
Abbvie Inc.
 ABBV 43,246 $6,701,832 4.32%
4.
Abbott Laboratories
 ABT 40,010 $4,403,901 2.84%
5.
Chevron Corp
 CVX 25,106 $3,744,811 2.41%
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)