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Home > Institutional Investor > Adelphi Trust Co > Profile

Instuitional Investor - Adelphi Trust Co

Fund Profile
Filing Period:
Fund Name: Adelphi Trust Co
Portfolio Value $151,898,236
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 137,381 $10,773,418 7.09%
2.
Microsoft Corp
 MSFT 17,863 $9,161,933 6.03%
3.
Apple Inc.
 AAPL 23,258 $7,745,379 5.1%
4.
Nvidia Corp
 NVDA 32,940 $7,522,838 4.95%
5.
Ishares Trust
 HYG 74,759 $7,242,652 4.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.