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Home > Institutional Investor > Somerset Trust Co > Profile

Instuitional Investor - Somerset Trust Co

Fund Profile
Filing Period:
Fund Name: Somerset Trust Co
Portfolio Value $265,720,531
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 32,707 $13,786,192 5.18%
2.
Apple Inc.
 AAPL 53,960 $13,512,663 5.08%
3.
Jpmorgan Chase & Co
 JPM 35,452 $8,498,199 3.19%
4.
Lowes Companies Inc
 LOW 29,575 $7,299,110 2.74%
5.
Walmart Inc.
 WMT 75,898 $6,857,384 2.58%
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)