Philadelphia Trust Co.
The Philadelphia Trust Company is a private bank and investment management firm headquartered in Philadelphia, Pennsylvania, founded in 1999. With about 17-25 employees, the firm caters to affluent investors, governments, non-profits, endowments, corporations, entrepreneurs, and individuals/families. It offers services including trust and estate advisory, personalized investment management, and private banking, with a focus on high-touch, client-first service that traditional megabanks cannot match.
Investment Strategy
The Philadelphia Trust Company follows a disciplined investment approach focused on 'growth at a reasonable price.' The Investment Policy Committee selects equities based on earnings momentum, strong balance sheets, reasonable price-to-earnings ratios, dominant market positions, and earnings growth. Portfolios are diversified and typically hold up to thirty-five carefully selected stocks. The firm emphasizes fundamental review and risk management, avoiding short-term market fads and instead seeking long-term value and stability for its clients.
Top Holdings
Equity Positions (244)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 13.69% | $178.4M | 1,129,439 | $3.99 | $157.99 | +$52.0M |
M MSFT | MICROSOFT CORP | 5.03% | $65.5M | 131,706 | $59.70 | $497.41 | +$14.1M |
A AAPL | APPLE INC | 4.33% | $56.5M | 275,311 | $43.45 | $205.17 | -$5.1M |
B BRK-B | BERKSHIRE HATHAWAY INC-CL B | 3.49% | $45.5M | 93,682 | $163.87 | $485.77 | -$4.4M |
I IBM | IBM CORPORATION | 2.93% | $38.2M | 129,659 | $131.95 | $294.78 | +$5.9M |