PHILADELPHIA TRUST CO
PHILADELPHIA TRUST CO runs PHILADELPHIA TRUST CO and currently holds 269 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.56B. Their top holdings are NVDA, COHR, AAPL, GOOGL, GS. The top five represent 29.8% of reported portfolio weight. PHILADELPHIA TRUST CO ranks #311 out of 1000 investors tracked by Alpha Score. They added to 22 existing positions. They trimmed 59 positions. Their current best-performing preview position is MU with returns of +241.57%.
269 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
NVDA NVIDIA CORP | 12.28% | $3.99 | $214.76 | +5,282.46% | Trimmed -1.15% |
COHR COHERENT CORP | 5.29% | $43.82 | $289.26 | +560.11% | Trimmed -9.10% |
AAPL APPLE INC | 4.72% | $43.45 | $309.35 | +611.97% | Trimmed -0.65% |
GOOGL ALPHABET INC CL A | 4.53% | $44.17 | $344.82 | +680.67% | Trimmed -0.83% |
GS GOLDMAN SACHS GROUP INC | 2.97% | $302.37 | $1,039.41 | +243.75% | Trimmed -4.69% |
PANW PALO ALTO NETWORKS INC. | 2.85% | $133.08 | $358.04 | +169.04% | Trimmed -0.43% |
MSFT MICROSOFT CORP | 2.80% | $59.70 | $483.24 | +709.45% | Trimmed -0.68% |
BRK-B BERKSHIRE HATHAWAY INC-CL B | 2.78% | $163.87 | $495.77 | +202.54% | Trimmed -2.37% |
RTX RTX CORPORATION | 2.57% | $63.12 | $209.91 | +232.56% | Trimmed -2.12% |
BWXT BWX TECHNOLOGIES INC | 2.44% | $84.38 | $156.81 | +85.84% | Added +14.33% |
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