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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 18 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LII LENNOX INTL INC Industrials 670.0 $325K 0.02% NEW $485.58 +3.4%
342 GD GENERAL DYNAMICS CORP Industrials 963.0 $324K 0.02% NEW $336.83 -0.3%
343 GRMN GARMIN LTD Technology 1,598.0 $324K 0.02% NEW $202.85 +11.7%
344 KEY KEYCORP Financial Services 15,263.0 $315K 0.01% NEW $20.64 +2.1%
345 DTE DTE ENERGY CO Utilities 2,440.0 $315K 0.01% NEW $128.96 +9.9%
346 DFIV DIMENSIONAL ETF TRUST 6,210.0 $310K 0.01% NEW $49.90 +10.5%
347 EOI EATON VANCE ENHANCED EQUITY Financial Services 15,019.0 $309K 0.01% NEW $20.56 -4.9%
348 CVS CVS HEALTH CORP Healthcare 3,867.0 $307K 0.01% NEW $79.35 +19.9%
349 SIL GLOBAL X FDS 3,661.0 $306K 0.01% NEW $83.52 +11.0%
350 SHYD VANECK ETF TRUST 13,345.0 $306K 0.01% NEW $22.91 -1.3%
351 STE STERIS PLC Healthcare 1,196.0 $303K 0.01% NEW $253.53 -16.1%
352 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,600.0 $302K 0.01% NEW $45.80 +5.7%
353 ICICI BANK LIMITED 10,085.0 $301K 0.01% NEW $29.80
354 CL COLGATE PALMOLIVE CO Consumer Defensive 3,800.0 $300K 0.01% NEW $79.03 +13.0%
355 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,658.0 $297K 0.01% NEW $63.72 +48.4%
356 DIA SPDR DOW JONES INDL AVERAGE Financial Services 609.0 $293K 0.01% NEW $480.64 +3.0%
357 INCY INCYTE CORP Healthcare 2,945.0 $291K 0.01% NEW $98.77 -3.8%
358 PAYX PAYCHEX INC Industrials 2,567.0 $288K 0.01% NEW $112.18 -18.4%
359 AZO AUTOZONE INC Consumer Cyclical 84.0 $285K 0.01% NEW $3391.50 -2.6%
360 JBBB JANUS DETROIT STR TR 5,929.0 $283K 0.01% NEW $47.70 -0.8%
Page 18 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%