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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 8 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,260.0 $304K 0.00% -161.0 -4.7% $93.32 +0.5%
142 VRTX VERTEX PHARMACEUTICALS INC Healthcare 663.0 $296K 0.00% -77.0 -10.4% $446.54 +1.1%
143 ED CONSOLIDATED EDISON INC Utilities 2,610.0 $295K 0.00% -730.0 -21.9% $113.18 -5.5%
144 J P MORGAN EXCHANGE TRADED F 5,750.0 $291K 0.00% -3K -34.3% $50.61
145 SOLV SOLVENTUM CORP Healthcare 4,357.0 $285K 0.00% -75.0 -1.7% $65.30 +12.6%
146 CBRE CBRE GROUP INC Real Estate 2,074.0 $281K 0.00% -170.0 -7.6% $135.46 -4.1%
147 CPRT COPART INC Industrials 8,165.0 $271K 0.00% -2K -21.9% $33.20 -11.2%
148 CDNS CADENCE DESIGN SYSTEM INC Technology 938.0 $261K 0.00% -14.0 -1.5% $277.87 +40.0%
149 GIS GENERAL MILLS INC Consumer Defensive 6,907.0 $257K 0.00% -427.0 -5.8% $37.22 -10.4%
150 PAYX PAYCHEX INC Industrials 2,697.0 $248K 0.00% -859.0 -24.2% $92.12 +4.1%
151 REGN REGENERON PHARMACEUTICALS Healthcare 304.0 $235K 0.00% -5.0 -1.6% $772.64 -20.7%
152 ROP ROPER TECHNOLOGIES INC Industrials 607.0 $215K 0.00% -359.0 -37.2% $353.86 -8.1%
153 EFG ISHARES TR 1,910.0 $213K 0.00% -757.0 -28.4% $111.37 +12.6%
154 ALL ALLSTATE CORP Financial Services 986.0 $204K 0.00% -245.0 -19.9% $207.34 +7.3%
Page 8 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%