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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 4 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VCSH VANGUARD SCOTTSDALE FDS 108,632.0 $8.7M 0.42% NEW $79.73 -1.2%
62 MDLZ MONDELEZ INTL INC Consumer Defensive 155,615.0 $8.4M 0.40% NEW $53.83 +13.3%
63 ACN ACCENTURE PLC IRELAND Technology 31,209.0 $8.4M 0.40% NEW $268.30 -37.1%
64 IWD ISHARES TR 39,631.0 $8.3M 0.40% NEW $210.34 +10.4%
65 XLE SELECT SECTOR SPDR TR 184,231.0 $8.2M 0.40% NEW $44.71 +33.0%
66 IJK ISHARES TR 84,394.0 $8.2M 0.39% NEW $96.88 +13.9%
67 AMRIZE LTD 151,155.0 $8.2M 0.39% NEW $54.08
68 NTR NUTRIEN LTD Basic Materials 131,681.0 $8.1M 0.39% NEW $61.72 +14.9%
69 T AT&T INC Communication Services 325,530.0 $8.1M 0.39% NEW $24.84 -0.7%
70 V VISA INC Financial Services 22,620.0 $7.9M 0.38% NEW $350.71 -8.0%
71 PEP PEPSICO INC Consumer Defensive 53,544.0 $7.7M 0.37% NEW $143.52 +3.6%
72 BDX BECTON DICKINSON & CO Healthcare 39,258.0 $7.6M 0.37% NEW $194.07 -26.1%
73 EFA ISHARES TR 73,190.0 $7.0M 0.34% NEW $96.03 +5.9%
74 IDXX IDEXX LABS INC Healthcare 10,336.0 $7.0M 0.34% NEW $676.53 -21.2%
75 VZ VERIZON COMMUNICATIONS INC Communication Services 170,656.0 $7.0M 0.33% NEW $40.73 +15.5%
76 GVI ISHARES TR 63,578.0 $6.8M 0.33% NEW $107.35 -1.6%
77 SYY SYSCO CORP Consumer Defensive 90,543.0 $6.7M 0.32% NEW $73.69 -0.9%
78 GLD SPDR GOLD TR Financial Services 16,530.0 $6.6M 0.32% NEW $396.31 +7.8%
79 D DOMINION ENERGY INC Utilities 108,317.0 $6.3M 0.30% NEW $58.59 +7.5%
80 IVW ISHARES TR 50,113.0 $6.2M 0.30% NEW $123.26 +10.9%
Page 4 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%