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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 5 of 23  ·  446 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QLD PROSHARES TR 86,700.0 $6.1M 0.29% NEW $70.41 +29.3%
82 VPU VANGUARD WORLD FD 32,580.0 $6.0M 0.29% NEW $185.04 +2.8%
83 MA MASTERCARD INCORPORATED Financial Services 10,550.0 $6.0M 0.29% NEW $570.87 -14.2%
84 KIM KIMCO RLTY CORP Real Estate 291,783.0 $5.9M 0.28% NEW $20.27 +14.4%
85 VUG VANGUARD INDEX FDS 11,292.0 $5.5M 0.27% NEW $487.85 -82.1%
86 VTI VANGUARD INDEX FDS 16,320.0 $5.5M 0.26% NEW $335.27 +8.2%
87 BR BROADRIDGE FINL SOLUTIONS IN Technology 23,864.0 $5.3M 0.26% NEW $223.17 -34.8%
88 KO COCA COLA CO Consumer Defensive 75,257.0 $5.3M 0.25% NEW $69.91 +15.1%
89 PTLC PACER FDS TR 94,526.0 $5.3M 0.25% NEW $55.58 +3.4%
90 PH PARKER-HANNIFIN CORP Industrials 5,957.0 $5.2M 0.25% NEW $878.97 +0.2%
91 IJJ ISHARES TR 38,896.0 $5.1M 0.25% NEW $131.59 +4.8%
92 ASTRAZENECA PLC 55,402.0 $5.1M 0.24% NEW $91.93
93 AWK AMERICAN WTR WKS CO INC NEW Utilities 38,810.0 $5.1M 0.24% NEW $130.50 -4.8%
94 OTIS OTIS WORLDWIDE CORP Industrials 57,503.0 $5.0M 0.24% NEW $87.35 -16.4%
95 XLK SELECT SECTOR SPDR TR 33,545.0 $4.8M 0.23% NEW $143.97 +22.5%
96 LLY ELI LILLY & CO Healthcare 4,483.0 $4.8M 0.23% NEW $1074.77 -6.3%
97 FAST FASTENAL CO Industrials 118,038.0 $4.7M 0.23% NEW $40.13 +9.6%
98 AMAT APPLIED MATLS INC Technology 18,405.0 $4.7M 0.23% NEW $256.99 +69.9%
99 GS GOLDMAN SACHS GROUP INC Financial Services 5,343.0 $4.7M 0.23% NEW $879.07 +10.2%
100 VWO VANGUARD INTL EQUITY INDEX F 86,156.0 $4.6M 0.22% NEW $53.76 +8.7%
Page 5 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%