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Portfolio (Quarterly) Guide ↗

ADIRONDACK TRUST CO

· CIK 0001054257
13F Portfolio $298M AUM 631 positions Filed Apr 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 65 Added 162 Reduced 34 Exited
Page 22 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LUNR INTUITIVE MACHINES INC CLASS A COM Industrials 370.0 $7K 0.00% $18.55 +87.9%
422 LEN LENNAR COPORATION CLASS A Consumer Cyclical 79.0 $7K 0.00% -11.0 -12.2% $86.84 +2.8%
423 CME CME GROUP INC. Financial Services 23.0 $7K 0.00% $295.30 -4.3%
424 AMKR AMKOR TECHNOLOGY INC Technology 150.0 $7K 0.00% $45.02 +63.2%
425 APPN APPIAN CORPORATION Technology 280.0 $7K 0.00% $24.11 -10.1%
426 EFV ISHARES MSCI EAFE VALUE ETF 90.0 $7K 0.00% +41.0 +83.7% $74.34 +6.8%
427 DVN DEVON ENERGY CORPORATION NEW Energy 131.0 $7K 0.00% -8.0 -5.8% $50.31 -10.3%
428 QBTS D-WAVE QUANTUM INC. Technology 449.0 $6K 0.00% $14.43 +92.8%
429 ALLE ALLEGION PLC Industrials 44.0 $6K 0.00% -8.0 -15.4% $145.27 -9.4%
430 PAYX PAYCHEX INC Industrials 69.0 $6K 0.00% $92.12 +2.9%
431 SOFI SOFI TECHNOLOGIES INC- COMMON STOCK Financial Services 400.0 $6K 0.00% $15.88 +0.6%
432 INVESCO MAIN STREET FUND - CLASS A 109.0 $6K 0.00% -39.0 -26.4% $58.17
433 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP Technology 100.0 $6K 0.00% $61.35 -15.6%
434 VKTX VIKING THERAPEUTICS INC COM Healthcare 188.0 $6K 0.00% $32.54 -5.3%
435 MCO MOODYS CORP Financial Services 14.0 $6K 0.00% $436.21 +3.4%
436 MTN VAIL RESORTS INC. Consumer Cyclical 47.0 $6K 0.00% $128.30 -1.3%
437 VPU VANGUARD UTILITIES ETF 30.0 $6K 0.00% $198.13 -0.7%
438 HE HAWAIIAN ELECTRIC INDUSTRIES, INC. Utilities 400.0 $6K 0.00% NEW $14.84 -8.0%
439 TAN INVESCO EXCH TRADED FD TR IISOLAR ETF 103.0 $6K 0.00% +8.0 +8.4% $55.70 +23.8%
440 BVS BIOVENTUS INC COM CL A Healthcare 625.0 $6K 0.00% $9.13 -1.2%
Page 22 of 28  ·  544 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.4%
Technology 25.7%
Healthcare 9.5%
Industrials 8.5%
Consumer Cyclical 8.5%
Consumer Defensive 7.5%
Energy 6.0%
Communication Services 3.3%
Utilities 2.9%
Basic Materials 0.5%