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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 10 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IWO ISHARES TR 5,909.0 $1.9M 0.02% -62.0 -1.0% $313.81 +25.5%
182 NFLX NETFLIX INC. Communication Services 19,239.0 $1.8M 0.02% +3K +17.2% $96.15 -24.2%
183 VCR VANGUARD WORLD FD 5,118.0 $1.8M 0.02% $359.03 +7.8%
184 SDY SPDR SERIES TRUST 12,477.0 $1.8M 0.02% -217.0 -1.7% $145.94 +2.3%
185 ACWI ISHARES TR 13,052.0 $1.8M 0.02% $138.37 +13.9%
186 ZTS ZOETIS INC Healthcare 15,227.0 $1.8M 0.02% -4K -19.0% $118.21 -33.4%
187 BAC BANK AMERICA CORP Financial Services 36,757.0 $1.8M 0.02% +13K +53.7% $48.75 +17.7%
188 VLUE ISHARES TR 12,546.0 $1.8M 0.02% -555.0 -4.2% $142.19 +43.6%
189 KLAC KLA CORP Technology 1,209.0 $1.8M 0.02% +46.0 +4.0% $1472.41 -81.7%
190 XLC SELECT SECTOR SPDR TR 15,615.0 $1.7M 0.02% $110.86 -3.6%
191 ESGE ISHARES INC 37,324.0 $1.7M 0.02% -3K -7.2% $45.47 +24.9%
192 JEPQ J P MORGAN EXCHANGE TRADED F 30,172.0 $1.7M 0.01% $55.52 +10.6%
193 SHY ISHARES TR 19,951.0 $1.6M 0.01% -4K -15.8% $82.57 -0.8%
194 EFA ISHARES TR 16,403.0 $1.6M 0.01% +3K +18.6% $97.13 +7.7%
195 COF CAPITAL ONE FINL CORP Financial Services 8,697.0 $1.6M 0.01% +200.0 +2.4% $182.43 +10.0%
196 EUSB ISHARES TR 35,865.0 $1.6M 0.01% $43.50 -0.4%
197 FITB FIFTH THIRD BANCORP Financial Services 33,546.0 $1.6M 0.01% +2K +6.2% $46.46 +15.4%
198 NKE NIKE INC Consumer Cyclical 28,985.0 $1.5M 0.01% -773.0 -2.6% $52.82 -18.2%
199 FAST FASTENAL CO Industrials 32,668.0 $1.5M 0.01% $46.40 -0.6%
200 DUK DUKE ENERGY CORP NEW Utilities 11,559.0 $1.5M 0.01% +2K +15.4% $130.94 -5.7%
Page 10 of 21  ·  419 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%