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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 12 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PSA PUBLIC STORAGE OPER CO Real Estate 4,064.0 $1.1M 0.01% $270.88 +19.0%
222 PGR PROGRESSIVE CORP Financial Services 5,552.0 $1.1M 0.01% $198.24 +9.0%
223 SUSA ISHARES TR 8,180.0 $1.1M 0.01% -200.0 -2.4% $132.10 +14.6%
224 MTB M & T BK CORP Financial Services 5,054.0 $1.0M 0.01% +1K +25.3% $206.72 +10.8%
225 DGRO ISHARES TR 14,850.0 $1.0M 0.01% -315.0 -2.1% $70.18 +7.0%
226 AMAT APPLIED MATLS INC Technology 3,044.0 $1.0M 0.01% $341.79 +70.5%
227 TSLA TESLA INC Consumer Cyclical 2,797.0 $1.0M 0.01% -181.0 -6.1% $371.75 +3.1%
228 EAGL 2023 ETF SERIES TRUST 34,148.0 $1.0M 0.01% $30.42 +3.2%
229 DOV DOVER CORP Industrials 4,930.0 $1.0M 0.01% $208.45 +8.1%
230 CINF CINCINNATI FINL CORP Financial Services 6,352.0 $999K 0.01% $157.35 +11.0%
231 LNG CHENIERE ENERGY INC Energy 3,454.0 $980K 0.01% NEW $283.76 -17.7%
232 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,948.0 $964K 0.01% -367.0 -11.1% $327.07 +18.4%
233 CMI CUMMINS INC Industrials 1,780.0 $958K 0.01% +66.0 +3.9% $538.02 +31.4%
234 EEM ISHARES TR 16,794.0 $954K 0.01% +3K +23.9% $56.79 +19.2%
235 D DOMINION ENERGY INC Utilities 15,423.0 $953K 0.01% $61.82 +11.0%
236 SHEL SHELL PLC Energy 10,178.0 $947K 0.01% -1K -9.7% $93.00 -14.6%
237 EMXC ISHARES INC 11,992.0 $943K 0.01% $78.66 +28.0%
238 PFF ISHARES TR 30,708.0 $931K 0.01% -565.0 -1.8% $30.32 +1.7%
239 INTC INTEL CORP Technology 20,702.0 $914K 0.01% +5K +33.6% $44.13 +207.2%
240 IYH ISHARES TR 14,410.0 $888K 0.01% $61.64 +3.3%
Page 12 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%