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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 15 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IDV ISHARES TR 13,740.0 $585K 0.01% $42.56 -0.7%
282 SBUX STARBUCKS CORP Consumer Cyclical 6,513.0 $584K 0.01% -13K -66.1% $89.59 +11.8%
283 CNI CANADIAN NATL RY CO Industrials 5,673.0 $583K 0.01% -100.0 -1.7% $102.77 +11.1%
284 SCHM SCHWAB STRATEGIC TR 18,795.0 $582K 0.01% -675.0 -3.5% $30.96 +17.4%
285 HEICO CORP NEW 2,745.0 $579K 0.01% -610.0 -18.2% $211.09
286 BKNG BOOKING HOLDINGS INC Consumer Cyclical 137.0 $577K 0.01% -21.0 -13.3% $4210.32 -96.0%
287 IVE ISHARES TR 2,691.0 $568K 0.01% $211.15 +7.4%
288 AME AMETEK INC Industrials 2,620.0 $562K 0.01% $214.36 +12.7%
289 IMCB ISHARES TR 6,601.0 $551K 0.01% $83.43 +14.5%
290 GILD GILEAD SCIENCES INC Healthcare 3,944.0 $550K 0.01% NEW $139.37 -10.4%
291 SLV ISHARES SILVER TR Financial Services 7,981.0 $544K 0.01% +630.0 +8.6% $68.14 -13.5%
292 MCO MOODYS CORP Financial Services 1,242.0 $542K 0.01% -32.0 -2.5% $436.25 +2.5%
293 AJG GALLAGHER ARTHUR J & CO Financial Services 2,451.0 $531K 0.01% -420.0 -14.6% $216.58 -3.5%
294 IWV ISHARES TR 1,400.0 $519K 0.01% $370.68 +14.3%
295 SPYG SPDR SERIES TRUST 5,184.0 $508K 0.01% +420.0 +8.8% $97.91 +21.1%
296 SCHA SCHWAB STRATEGIC TR 17,348.0 $504K 0.01% -1K -7.8% $29.08 +21.9%
297 EXC EXELON CORP Utilities 10,214.0 $501K 0.01% $49.02 -6.3%
298 IJK ISHARES TR 4,976.0 $501K 0.01% $100.62 +15.6%
299 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,693.0 $497K 0.01% +86.0 +1.1% $64.61 +59.0%
300 BWZ SPDR SERIES TRUST 18,439.0 $496K 0.01% +9K +98.3% $26.92 -0.7%
Page 15 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%