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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 6 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMGN AMGEN INC Healthcare 29,887.0 $10.5M 0.10% -507.0 -1.7% $351.85 -2.0%
102 WMT WALMART INC Consumer Defensive 80,092.0 $10.0M 0.09% -2K -2.9% $124.28 -5.7%
103 GPC GENUINE PARTS CO Consumer Cyclical 91,374.0 $9.7M 0.09% -3K -3.4% $105.75 -0.6%
104 VGT VANGUARD WORLD FD 13,640.0 $9.5M 0.09% $697.72 -82.7%
105 ABT ABBOTT LABORATORIES Healthcare 87,108.0 $8.9M 0.08% -967.0 -1.1% $102.67 -14.5%
106 IWR ISHARES TR 87,043.0 $8.5M 0.08% -2K -2.5% $97.23 +12.2%
107 VB VANGUARD INDEX FDS 31,881.0 $8.4M 0.08% -3K -9.3% $261.92 +13.5%
108 ITW ILLINOIS TOOL WKS INC Industrials 30,600.0 $8.0M 0.07% -6K -16.0% $260.29 +1.9%
109 MTUM ISHARES TR 28,972.0 $7.0M 0.06% +3K +13.5% $239.99 +43.8%
110 RSP INVESCO EXCHANGE TRADED FD T 35,743.0 $6.9M 0.06% -469.0 -1.3% $191.92 +9.2%
111 VEA VANGUARD TAX-MANAGED FDS 102,637.0 $6.6M 0.06% +2K +2.1% $64.08 +13.0%
112 Q QNITY ELECTRONICS INC Technology 55,297.0 $6.4M 0.06% -7K -10.9% $115.38 +52.2%
113 IWM ISHARES TR 24,834.0 $6.2M 0.06% +1K +5.6% $248.00 +20.2%
114 VWO VANGUARD INTL EQUITY INDEX F 109,012.0 $5.9M 0.05% +5K +4.4% $54.05 +13.3%
115 EMR EMERSON ELEC CO Industrials 43,651.0 $5.7M 0.05% -693.0 -1.6% $131.02 +14.6%
116 VTES VANGUARD WELLINGTON FD 55,179.0 $5.6M 0.05% +31K +124.8% $101.14 +0.1%
117 CTVA CORTEVA INC Basic Materials 65,790.0 $5.5M 0.05% $83.71 -5.8%
118 BDX BECTON DICKINSON & CO Healthcare 33,062.0 $5.2M 0.05% -2K -5.8% $157.23 -10.5%
119 EPD ENTERPRISE PRODS PARTNERS L Energy 135,880.0 $5.1M 0.05% +62K +82.7% $37.84 -3.8%
120 FLOT ISHARES TR 100,888.0 $5.1M 0.05% -20K -16.7% $50.95 +0.1%
Page 6 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%