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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 16 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,629.0 $495K 0.01% +233.0 +16.7% $304.08 +12.8%
302 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,746.0 $491K 0.01% $178.97 -20.3%
303 SEIC SEI INVTS CO Financial Services 6,250.0 $490K 0.00% -300.0 -4.6% $78.47 +15.3%
304 VFH VANGUARD WORLD FD 4,047.0 $489K 0.00% $120.81 +9.4%
305 URI UNITED RENTALS INC Industrials 655.0 $477K 0.00% $728.56 +50.0%
306 IWP ISHARES TR 3,694.0 $473K 0.00% -133.0 -3.5% $128.12 +10.7%
307 EMXF ISHARES TR 9,856.0 $472K 0.00% $47.84 +25.0%
308 MGC VANGUARD WORLD FD 1,995.0 $472K 0.00% $236.35 +15.6%
309 LQD ISHARES TR 4,312.0 $470K 0.00% $108.99 -0.2%
310 OKE ONEOK INC NEW Energy 5,196.0 $470K 0.00% -469.0 -8.3% $90.39 -4.5%
311 HR HEALTHCARE RLTY TR Real Estate 27,581.0 $469K 0.00% NEW $16.99 +18.7%
312 DTE DTE ENERGY CO Utilities 3,150.0 $461K 0.00% NEW $146.22 +0.4%
313 APH AMPHENOL CORP Technology 3,633.0 $459K 0.00% +1K +43.7% $126.35 +31.3%
314 WSFS WSFS FINL CORP Financial Services 7,000.0 $458K 0.00% $65.46 +13.3%
315 DMXF ISHARES TR 6,054.0 $457K 0.00% $75.45 +13.0%
316 BK BANK NEW YORK MELLON CORP Financial Services 3,839.0 $455K 0.00% +686.0 +21.8% $118.63 +21.1%
317 SCHW SCHWAB CHARLES CORP Financial Services 4,825.0 $453K 0.00% +2K +105.8% $93.98 -2.1%
318 VOOG VANGUARD ADMIRAL FDS INC 1,111.0 $453K 0.00% $407.69 -79.8%
319 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,841.0 $447K 0.00% +1K +59.2% $157.28 -16.5%
320 FDX FEDEX CORP Industrials 1,251.0 $446K 0.00% +343.0 +37.8% $356.18 -7.7%
Page 16 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%