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Portfolio (Quarterly) Guide ↗

Adelphi Trust Co

· CIK 0002106968
13F Portfolio $123M AUM 182 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 45 Added 35 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 1,766.0 $1.1M 0.94% NEW $650.34 +14.2%
2 SPGI S&P GLOBAL INC Financial Services 884.0 $376K 0.31% NEW $425.34 -2.0%
3 SCHO SCHWAB STRATEGIC TR 14,990.0 $364K 0.30% NEW $24.27 -0.5%
4 DYNF BLACKROCK ETF TRUST 6,091.0 $354K 0.29% NEW $58.18 +14.3%
5 ABNB AIRBNB INC Consumer Cyclical 2,179.0 $275K 0.22% NEW $126.28 +6.3%
6 NOW SERVICENOW INC Technology 2,490.0 $260K 0.21% NEW $104.55 -4.6%
7 LMT LOCKHEED MARTIN CORP Industrials 401.0 $242K 0.20% NEW $604.39 -13.5%
8 TJX TJX COS INC NEW Consumer Cyclical 1,447.0 $231K 0.19% NEW $159.70 -0.3%
9 AON AON PLC Financial Services 684.0 $221K 0.18% NEW $322.78 +0.4%
10 DLR DIGITAL RLTY TR INC Real Estate 1,224.0 $221K 0.18% NEW $180.21 +7.8%
11 AMERICA MOVIL SAB DE CV 8,600.0 $219K 0.18% NEW $25.48
12 DGX QUEST DIAGNOSTICS INC Healthcare 1,045.0 $205K 0.17% NEW $195.98 -1.1%
13 VZ VERIZON COMMUNICATIONS INC Communication Services 4,059.0 $204K 0.17% NEW $50.20 -4.7%

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 31.4%
Financial Services 14.5%
Healthcare 10.3%
Communication Services 10.2%
Consumer Cyclical 9.9%
Industrials 9.2%
Consumer Defensive 6.0%
Energy 5.2%
Basic Materials 1.7%
Real Estate 0.9%