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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 7 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHM SCHWAB STRATEGIC TR 18,795.0 $582K 0.01% -675.0 -3.5% $30.96 +17.4%
122 HEICO CORP NEW 2,745.0 $579K 0.01% -610.0 -18.2% $211.09
123 BKNG BOOKING HOLDINGS INC Consumer Cyclical 137.0 $577K 0.01% -21.0 -13.3% $4210.32 -96.0%
124 MCO MOODYS CORP Financial Services 1,242.0 $542K 0.01% -32.0 -2.5% $436.25 +2.5%
125 AJG GALLAGHER ARTHUR J & CO Financial Services 2,451.0 $531K 0.01% -420.0 -14.6% $216.58 -3.5%
126 SCHA SCHWAB STRATEGIC TR 17,348.0 $504K 0.01% -1K -7.8% $29.08 +21.9%
127 SEIC SEI INVTS CO Financial Services 6,250.0 $490K 0.00% -300.0 -4.6% $78.47 +15.3%
128 IWP ISHARES TR 3,694.0 $473K 0.00% -133.0 -3.5% $128.12 +10.7%
129 OKE ONEOK INC NEW Energy 5,196.0 $470K 0.00% -469.0 -8.3% $90.39 -4.5%
130 HUBB HUBBELL INC Industrials 871.0 $427K 0.00% -5.0 -0.6% $490.74 +9.9%
131 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,094.0 $421K 0.00% -2K -43.5% $136.09 -8.2%
132 AGG ISHARES TR 4,101.0 $407K 0.00% -2K -36.8% $99.27 -0.6%
133 FISV FISERV INC Technology 6,982.0 $390K 0.00% -378.0 -5.1% $55.80 -15.4%
134 AMD ADVANCED MICRO DEVICES INC Technology 1,895.0 $386K 0.00% -250.0 -11.7% $203.43 +171.2%
135 CARR CARRIER GLOBAL CORPORATION Industrials 6,225.0 $351K 0.00% -531.0 -7.9% $56.31 +27.6%
136 PRF INVESCO EXCHANGE TRADED FD T 6,936.0 $330K 0.00% -1K -17.3% $47.53 +13.1%
137 FORTINET INC 3,878.0 $317K 0.00% -151.0 -3.8% $81.72
138 ECL ECOLAB INC Basic Materials 1,179.0 $314K 0.00% -348.0 -22.8% $266.02 +1.2%
139 EOG EOG RES INC Energy 2,138.0 $309K 0.00% -263.0 -10.9% $144.57 -8.1%
140 TFC TRUIST FINL CORP Financial Services 6,689.0 $307K 0.00% -3K -32.6% $45.97 +6.1%
Page 7 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%