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Portfolio (Quarterly) Guide ↗

Bryn Mawr Trust Advisors, LLC

· CIK 0001700481
13F Portfolio $2.1B AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 446 New
Page 16 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BN BROOKFIELD CORP Financial Services 9,004.0 $413K 0.02% NEW $45.89 -1.8%
302 GILD GILEAD SCIENCES INC Healthcare 3,315.0 $407K 0.02% NEW $122.75 +6.3%
303 DVY ISHARES TR 2,875.0 $406K 0.02% NEW $141.14 +7.9%
304 DLTR DOLLAR TREE INC Consumer Defensive 3,293.0 $405K 0.02% NEW $123.01 -26.5%
305 LSCC LATTICE SEMICONDUCTOR CORP Technology 5,436.0 $400K 0.02% NEW $73.58 +63.4%
306 TLT ISHARES TR 4,569.0 $398K 0.02% NEW $87.16 -4.1%
307 SPLV INVESCO EXCH TRADED FD TR II 5,574.0 $398K 0.02% NEW $71.42 +2.2%
308 ENTERGY CORP NEW 4,304.0 $398K 0.02% NEW $92.43
309 MSCI MSCI INC Financial Services 690.0 $396K 0.02% NEW $573.73 +0.7%
310 JAAA JANUS DETROIT STR TR 7,741.0 $392K 0.02% NEW $50.58 +0.1%
311 LIN LINDE PLC Basic Materials 917.0 $391K 0.02% NEW $426.38 +20.2%
312 XLF SELECT SECTOR SPDR TR 7,135.0 $391K 0.02% NEW $54.77 -5.9%
313 WM WASTE MGMT INC DEL Industrials 1,776.0 $390K 0.02% NEW $219.76 +0.8%
314 ITW ILLINOIS TOOL WKS INC Industrials 1,574.0 $388K 0.02% NEW $246.35 +1.4%
315 NYF ISHARES TR 7,226.0 $387K 0.02% NEW $53.51 -0.7%
316 TGT TARGET CORP Consumer Defensive 3,915.0 $383K 0.02% NEW $97.75 +24.5%
317 DUK DUKE ENERGY CORP NEW Utilities 3,257.0 $382K 0.02% NEW $117.22 +4.0%
318 IXN ISHARES TR 3,629.0 $381K 0.02% NEW $105.00 +24.1%
319 BSX BOSTON SCIENTIFIC CORP Healthcare 3,984.0 $380K 0.02% NEW $95.35 -42.5%
320 WTAI WISDOMTREE TR 13,020.0 $379K 0.02% NEW $29.14 +39.1%
Page 16 of 23  ·  446 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
Technology 30.7%
Financial Services 14.0%
Healthcare 13.0%
Communication Services 9.2%
Consumer Cyclical 8.1%
Industrials 8.0%
Consumer Defensive 6.5%
Energy 4.6%
Utilities 3.2%
Basic Materials 2.1%