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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 5 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWF ISHARES TR 48,327.0 $20.6M 0.19% -2K -4.0% $426.40 -71.4%
82 IEI ISHARES TR 162,535.0 $19.3M 0.18% +10K +6.3% $118.60 -1.4%
83 CME CME GROUP INC Financial Services 65,230.0 $19.3M 0.18% -707.0 -1.1% $295.35 -17.0%
84 BERKSHIRE HATHAWAY INC DEL 39,080.0 $18.7M 0.17% -212.0 -0.5% $479.20
85 IEF ISHARES TR 190,662.0 $18.2M 0.17% +18K +10.3% $95.44 -1.5%
86 MS MORGAN STANLEY Financial Services 108,921.0 $17.9M 0.16% +593.0 +0.6% $164.57 +38.0%
87 ABBV ABBVIE INC Healthcare 81,759.0 $17.8M 0.16% -1K -1.2% $217.49 +5.8%
88 VOO VANGUARD INDEX FDS 29,531.0 $17.6M 0.16% +1K +4.1% $597.55 +14.8%
89 AEP AMERICAN ELEC PWR CO INC Utilities 125,106.0 $16.4M 0.15% $131.08 -0.6%
90 AMZN AMAZON COM INC Consumer Cyclical 78,533.0 $16.4M 0.15% +5K +7.0% $208.27 +11.8%
91 PVAL PUTNAM ETF TRUST 336,129.0 $15.6M 0.14% +26K +8.4% $46.40 +11.1%
92 CRM SALESFORCE INC Technology 80,694.0 $15.1M 0.14% +18K +29.3% $186.67 -19.6%
93 CTAS CINTAS CORP Industrials 82,499.0 $14.0M 0.13% +80K +3231.9% $169.14 +0.2%
94 QQQ INVESCO QQQ TR Financial Services 23,024.0 $13.3M 0.12% -1K -5.0% $577.18 +27.9%
95 UPS UNITED PARCEL SVCS INC Industrials 124,710.0 $12.3M 0.11% -74K -37.3% $98.38 +9.0%
96 IWD ISHARES TR 56,031.0 $12.0M 0.11% -3K -5.3% $213.67 +14.0%
97 UNH UNITEDHEALTH GROUP INC Healthcare 43,609.0 $11.8M 0.11% -3K -6.0% $270.59 +50.3%
98 PFE PFIZER INC Healthcare 387,129.0 $10.9M 0.10% +85K +28.1% $28.08 -10.7%
99 GD GENERAL DYNAMICS CORP Industrials 31,103.0 $10.7M 0.10% -371.0 -1.2% $343.22 +0.0%
100 UNP UNION PAC CORP Industrials 43,986.0 $10.7M 0.10% +3K +6.1% $242.62 +7.1%
Page 5 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%