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Portfolio (Quarterly) Guide ↗

Adirondack Capital Advisors, LLC

· CIK 0002107623
13F Portfolio $156M AUM 44 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 19 Added 5 Reduced 1 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GEV GE VERNOVA INC Utilities 967.0 $844K 0.54% +81.0 +9.1% $872.90 +19.6%
22 AOR ISHARES TR 13,000.0 $837K 0.54% $64.35 +6.7%
23 MA MASTERCARD INCORPORATED Financial Services 1,540.0 $769K 0.49% $499.66 -0.0%
24 MSI MOTOROLA SOLUTIONS INC Technology 1,634.0 $709K 0.46% NEW $433.92 -7.8%
25 EEM ISHARES TR 9,735.0 $553K 0.35% -100.0 -1.0% $56.79 +16.3%
26 EFA ISHARES TR 5,317.0 $516K 0.33% $97.13 +7.3%
27 ICF ISHARES TR 7,576.0 $469K 0.30% $61.89 +10.2%
28 IYE ISHARES TR 5,700.0 $369K 0.24% $64.77 -3.2%
29 NVDA NVIDIA CORPORATION Technology 2,090.0 $364K 0.23% +236.0 +12.7% $174.40 +25.9%
30 CAT CATERPILLAR INC Industrials 500.0 $354K 0.23% $708.46 +22.2%
31 GE GE AEROSPACE Industrials 1,133.0 $322K 0.21% +404.0 +55.4% $283.85 +6.3%
32 VEU VANGUARD INTL EQUITY INDEX F 4,034.0 $303K 0.20% $75.10 +10.0%
33 PSI INVESCO EXCHANGE TRADED FD T 3,000.0 $283K 0.18% $94.38 +59.7%
34 EFV ISHARES TR 3,778.0 $281K 0.18% $74.35 +6.2%
35 AMZN AMAZON COM INC Consumer Cyclical 1,265.0 $263K 0.17% +94.0 +8.0% $208.27 +28.9%
36 GOOGL ALPHABET INC Communication Services 855.0 $246K 0.16% +35.0 +4.3% $287.56 +34.8%
37 AGG ISHARES TR 2,449.0 $243K 0.16% $99.27 -0.9%
38 AVGO BROADCOM INC Technology 757.0 $234K 0.15% +23.0 +3.1% $309.51 +33.9%
39 VXF VANGUARD INDEX FDS 1,133.0 $233K 0.15% $205.88 +11.0%
40 IYW ISHARES TR 1,284.0 $233K 0.15% $181.42 +32.3%
Page 2 of 3  ·  44 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
Financial Services 53.4%
Technology 30.3%
Utilities 6.5%
Industrials 5.6%
Consumer Cyclical 2.0%
Communication Services 1.9%
Healthcare 0.4%