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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 21 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 LAD LITHIA MTRS INC Consumer Cyclical 892.0 $223K 0.00% $249.72 +18.2%
402 SPG SIMON PPTY GROUP INC NEW Real Estate 1,171.0 $218K 0.00% $186.53 +15.0%
403 KVUE KENVUE INC Consumer Defensive 12,611.0 $217K 0.00% NEW $17.24 +3.6%
404 DIA STATE STR SPDR DOW JONES IND Financial Services 464.0 $215K 0.00% $463.19 +11.6%
405 ROP ROPER TECHNOLOGIES INC Industrials 607.0 $215K 0.00% -359.0 -37.2% $353.86 -8.1%
406 PFM INVESCO EXCHANGE TRADED FD T 4,170.0 $213K 0.00% $51.09 +7.7%
407 EFG ISHARES TR 1,910.0 $213K 0.00% -757.0 -28.4% $111.37 +12.6%
408 VMC VULCAN MATLS CO Basic Materials 779.0 $212K 0.00% NEW $272.30 +11.8%
409 KEY KEYCORP Financial Services 10,564.0 $212K 0.00% $20.05 +13.9%
410 YUM YUM BRANDS INC Consumer Cyclical 1,360.0 $211K 0.00% $155.48 -3.0%
411 IDCC INTERDIGITAL INC Technology 700.0 $211K 0.00% $302.00 -1.4%
412 IWY ISHARES TR 842.0 $210K 0.00% $248.84 +14.5%
413 ALL ALLSTATE CORP Financial Services 986.0 $204K 0.00% -245.0 -19.9% $207.34 +7.3%
414 DFUV DIMENSIONAL ETF TRUST 4,171.0 $202K 0.00% NEW $48.46 +13.7%
415 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 16,133.0 $199K 0.00% $12.33 +2.3%
416 NUVEEN PA INVT QUALITY MUN F 14,765.0 $176K 0.00% $11.93
417 ROST ROSS STORES INC Consumer Cyclical 691.0 $150K 0.00% +19.0 +2.8% $216.63 +9.4%
418 PGX INVESCO EXCH TRADED FD TR II 10,373.0 $113K 0.00% NEW $10.88 -0.3%
419 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 16,887.0 $86K 0.00% NEW $5.10 -5.1%
Page 21 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%