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Portfolio (Quarterly) Guide ↗

ADIRONDACK TRUST CO

· CIK 0001054257
13F Portfolio $304M AUM 624 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 537 New
Page 8 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VANGUARD NJ LONG-TERM TAX EXEMPT FD 18,876.0 $215K 0.07% NEW $11.39
142 MO ALTRIA GROUP, INC. Consumer Defensive 3,717.0 $214K 0.07% NEW $57.65 +25.5%
143 IYK ISHARES US CONSUMER STAPLES EFT 3,095.0 $207K 0.07% NEW $66.92 +7.3%
144 LEGG MASON PARTNERS EQUITY CLEARBRIGE LG GRW FD 2,741.0 $203K 0.07% NEW $74.20
145 MPLX MPLX LP Energy 3,700.0 $197K 0.07% NEW $53.36 +5.8%
146 CNP CENTERPOINT ENERGY, INC Utilities 5,100.0 $196K 0.06% NEW $38.34 +12.2%
147 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 1,312.0 $195K 0.06% NEW $148.69 +10.1%
148 PAA PLAINS ALL AMERICAN PIPELINE Energy 10,800.0 $194K 0.06% NEW $17.95 +31.8%
149 CALF PACER SMALL CAP ETF 4,350.0 $193K 0.06% NEW $44.36 +10.2%
150 COF CAPITAL ONE FINANCIAL CORP Financial Services 791.0 $192K 0.06% NEW $242.36 -23.2%
151 TJX TJX COS INC NEW Consumer Cyclical 1,246.0 $191K 0.06% NEW $153.61 +3.1%
152 SDY SPDR S&P DIVIDEND ETF 1,355.0 $189K 0.06% NEW $139.16 +7.9%
153 BDX BECTON DICKINSON & CO Healthcare 958.0 $186K 0.06% NEW $194.06 -23.4%
154 TRV TRAVELERS COS INC Financial Services 630.0 $183K 0.06% NEW $290.05 +5.0%
155 NUE NUCOR Basic Materials 1,116.0 $182K 0.06% NEW $163.11 +47.1%
156 UNP UNION PACIFIC CORP Industrials 786.0 $182K 0.06% NEW $231.31 +17.1%
157 PWR QUANTA SERVICES INC Industrials 430.0 $181K 0.06% NEW $422.05 +75.8%
158 PANW PALO ALTO NETWORKS INC Technology 979.0 $180K 0.06% NEW $184.20 +39.7%
159 TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR Technology 566.0 $172K 0.06% NEW $303.87 +35.4%
160 MPC MARATHON PETROLEUM CORPORATION Energy 1,005.0 $163K 0.05% NEW $162.63 +56.8%
Page 8 of 27  ·  537 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 28.5%
Technology 27.7%
Healthcare 9.6%
Consumer Cyclical 8.8%
Industrials 7.4%
Consumer Defensive 6.9%
Energy 4.3%
Communication Services 3.6%
Utilities 2.6%
Basic Materials 0.5%