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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 7 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KHC KRAFT HEINZ CO Consumer Defensive 132,771.0 $3.2M 0.15% NEW $24.25 -5.8%
122 BSV VANGUARD BD INDEX FDS 40,228.0 $3.2M 0.15% NEW $78.81 -1.3%
123 IJH ISHARES TR 47,926.0 $3.2M 0.15% NEW $66.00 +9.4%
124 IWB ISHARES TR 8,124.0 $3.0M 0.15% NEW $373.44 +7.5%
125 AMTM AMENTUM HOLDINGS INC Industrials 101,949.0 $3.0M 0.14% NEW $29.00 -20.7%
126 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,049.0 $2.9M 0.14% NEW $579.47 -24.2%
127 AMGN AMGEN INC Healthcare 8,875.0 $2.9M 0.14% NEW $327.33 -1.1%
128 HPE HEWLETT PACKARD ENTERPRISE C Technology 120,388.0 $2.9M 0.14% NEW $24.02 +37.1%
129 DD DUPONT DE NEMOURS INC Basic Materials 68,242.0 $2.7M 0.13% NEW $40.20 +22.2%
130 Q QNITY ELECTRONICS INC Technology 33,327.0 $2.7M 0.13% NEW $81.65 +82.2%
131 MUB ISHARES TR 25,112.0 $2.7M 0.13% NEW $107.11 -1.0%
132 HON HONEYWELL INTL INC Industrials 13,245.0 $2.6M 0.12% NEW $195.08 +11.3%
133 GPC GENUINE PARTS CO Consumer Cyclical 20,368.0 $2.5M 0.12% NEW $122.96 -24.5%
134 SCHD SCHWAB STRATEGIC TR 90,440.0 $2.5M 0.12% NEW $27.43 +16.2%
135 HPQ HP INC Technology 109,220.0 $2.4M 0.12% NEW $22.28 -6.7%
136 IVE ISHARES TR 11,464.0 $2.4M 0.12% NEW $212.06 +5.6%
137 MTB M & T BK CORP Financial Services 12,016.0 $2.4M 0.12% NEW $201.48 +2.3%
138 VGT VANGUARD WORLD FD 3,082.0 $2.3M 0.11% NEW $753.82 -85.2%
139 GPN GLOBAL PMTS INC Industrials 29,741.0 $2.3M 0.11% NEW $77.40 -11.0%
140 BKNG BOOKING HOLDINGS INC Consumer Cyclical 425.0 $2.3M 0.11% NEW $5355.33 -97.1%
Page 7 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%