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Home > Institutional Investor > Philadelphia Trust Co > Profile

Instuitional Investor - Philadelphia Trust Co

Fund Profile
Filing Period:
Fund Name: Philadelphia Trust Co
Portfolio Value $1,363,352
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,288,397 $173,019 12.69%
2.
Apple Inc.
 AAPL 305,352 $76,466 5.6%
3.
Microsoft Corp
 MSFT 146,598 $61,791 4.53%
4.
Berkshire Hathaway Inc
 BRK.A 107,984 $48,947 3.59%
5.
Alphabet Inc.
 GOOGL 239,673 $45,370 3.32%
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)