Long-term investor
Haverford Trust Co. @haverfordtrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000842941).
Record
- Tracked since 2025-06-30 (454 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +18.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.7% · long · since 2025-06-30
- 464287200 · 4.3% · long · since 2025-06-30
- JPM · 3.8% · long · since 2025-06-30
- MSFT · 3.7% · long · since 2025-06-30
- 46432F339 · 3.5% · long · since 2025-06-30
- GOOGL · 3.2% · long · since 2025-06-30
- RTX · 2.7% · long · since 2025-06-30
- 46432F842 · 2.6% · long · since 2025-06-30
- MA · 2.4% · long · since 2025-06-30
- NVDA · 2.3% · long · since 2025-06-30
- COST · 2.3% · long · since 2025-06-30
- BLK · 2.3% · long · since 2025-06-30