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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 $194,311,134
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 39,318 $16,572,537 8.52%
2.
Apple Inc.
 AAPL 59,667 $14,941,810 7.68%
3.
Abbvie Inc.
 ABBV 41,343 $7,346,651 3.78%
4.
Costco Wholesale Corp W
 COST 5,653 $5,179,674 2.66%
5.
Abbott Laboratories
 ABT 38,661 $4,372,946 2.25%
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)