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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 4 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXP AMERICAN EXPRESS CO Financial Services 13,377.0 $4.0M 0.04% -608.0 -4.3% $302.48 +11.8%
62 IVW ISHARES TR 33,068.0 $3.7M 0.03% -920.0 -2.7% $113.11 +21.0%
63 DIS DISNEY WALT CO Communication Services 37,866.0 $3.6M 0.03% -18K -32.1% $96.38 +6.3%
64 NSC NORFOLK SOUTHN CORP Industrials 12,672.0 $3.6M 0.03% -200.0 -1.6% $287.00 +6.0%
65 GVI ISHARES TR 32,627.0 $3.5M 0.03% -6K -15.6% $106.68 -0.9%
66 PWR QUANTA SVCS INC Industrials 6,105.0 $3.4M 0.03% -221.0 -3.5% $549.02 +34.8%
67 CAT CATERPILLAR INC Industrials 4,602.0 $3.3M 0.03% -117.0 -2.5% $708.46 +44.3%
68 JEPI J P MORGAN EXCHANGE TRADED F 54,855.0 $3.1M 0.03% -4K -6.8% $56.68 -1.1%
69 VYM VANGUARD WHITEHALL FDS 20,944.0 $3.1M 0.03% -4K -14.7% $148.10 +6.9%
70 XLV SELECT SECTOR SPDR TR 20,210.0 $3.0M 0.03% -1K -5.3% $146.61 +2.4%
71 VO VANGUARD INDEX FDS 9,791.0 $2.8M 0.03% -626.0 -6.0% $287.18 -72.0%
72 VSGX VANGUARD WORLD FD 39,068.0 $2.8M 0.03% -2K -5.8% $71.73 +16.7%
73 ESML ISHARES TR 59,542.0 $2.8M 0.03% -438.0 -0.7% $47.02 +16.3%
74 DVY ISHARES TR 18,163.0 $2.8M 0.03% -897.0 -4.7% $151.41 +1.8%
75 GSK GSK PLC Healthcare 49,820.0 $2.7M 0.03% -1K -2.0% $55.19 -8.1%
76 DOW DOW HLDGS INC Basic Materials 60,822.0 $2.5M 0.02% -1K -2.3% $41.65 -26.1%
77 BMY BRISTOL-MYERS SQUIBB CO Healthcare 40,901.0 $2.5M 0.02% -4K -8.1% $60.65 -9.8%
78 DHR DANAHER CORP DEL Healthcare 12,813.0 $2.4M 0.02% -1K -7.2% $189.60 -6.0%
79 PSX PHILLIPS 66 Energy 13,280.0 $2.4M 0.02% -816.0 -5.8% $182.18 -7.6%
80 DE DEERE & CO Industrials 4,134.0 $2.3M 0.02% -123.0 -2.9% $563.30 +6.3%
Page 4 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%