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Portfolio (Quarterly) Guide ↗

Haverford Trust Co

· CIK 0000842941
13F Portfolio $10.9B AUM 419 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 127 Added 154 Reduced 19 Exited
Page 3 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN AMGEN INC Healthcare 29,887.0 $10.5M 0.10% -507.0 -1.7% $351.85 -2.0%
42 WMT WALMART INC Consumer Defensive 80,092.0 $10.0M 0.09% -2K -2.9% $124.28 -5.7%
43 GPC GENUINE PARTS CO Consumer Cyclical 91,374.0 $9.7M 0.09% -3K -3.4% $105.75 -0.6%
44 ABT ABBOTT LABORATORIES Healthcare 87,108.0 $8.9M 0.08% -967.0 -1.1% $102.67 -14.5%
45 IWR ISHARES TR 87,043.0 $8.5M 0.08% -2K -2.5% $97.23 +12.2%
46 VB VANGUARD INDEX FDS 31,881.0 $8.4M 0.08% -3K -9.3% $261.92 +13.5%
47 ITW ILLINOIS TOOL WKS INC Industrials 30,600.0 $8.0M 0.07% -6K -16.0% $260.29 +1.9%
48 RSP INVESCO EXCHANGE TRADED FD T 35,743.0 $6.9M 0.06% -469.0 -1.3% $191.92 +9.2%
49 Q QNITY ELECTRONICS INC Technology 55,297.0 $6.4M 0.06% -7K -10.9% $115.38 +52.2%
50 EMR EMERSON ELEC CO Industrials 43,651.0 $5.7M 0.05% -693.0 -1.6% $131.02 +14.6%
51 BDX BECTON DICKINSON & CO Healthcare 33,062.0 $5.2M 0.05% -2K -5.8% $157.23 -10.5%
52 FLOT ISHARES TR 100,888.0 $5.1M 0.05% -20K -16.7% $50.95 +0.1%
53 DD DUPONT DE NEMOURS INC Basic Materials 107,519.0 $4.9M 0.04% -18K -14.6% $45.80 +5.2%
54 ICSH ISHARES TR 97,278.0 $4.9M 0.04% -28K -22.3% $50.62 -0.3%
55 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 7,832.0 $4.8M 0.04% -56.0 -0.7% $616.76 +12.5%
56 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 59,180.0 $4.5M 0.04% -162K -73.2% $76.16 +14.2%
57 USMV ISHARES TR 46,666.0 $4.3M 0.04% -7K -12.9% $92.74 +1.7%
58 BSV VANGUARD BD INDEX FDS 53,310.0 $4.2M 0.04% -660.0 -1.2% $78.41 -0.9%
59 CL COLGATE PALMOLIVE CO Consumer Defensive 47,600.0 $4.1M 0.04% -1K -3.0% $85.23 +4.0%
60 MMM 3M CO Industrials 27,887.0 $4.1M 0.04% -651.0 -2.3% $145.23 +12.4%
Page 3 of 8  ·  154 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 24.8%
Financial Services 18.7%
Industrials 13.1%
Healthcare 12.0%
Consumer Defensive 8.9%
Consumer Cyclical 7.8%
Communication Services 6.5%
Energy 3.0%
Utilities 2.6%
Basic Materials 2.1%