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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 8 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SHW SHERWIN WILLIAMS CO Basic Materials 11,042.0 $3.5M 0.03% $320.55 -1.1%
142 ET ENERGY TRANSFER L P Energy 181,005.0 $3.5M 0.03% +83K +85.4% $19.30 -2.1%
143 GVI ISHARES TR 32,627.0 $3.5M 0.03% -6K -15.6% $106.68 -0.9%
144 IWB ISHARES TR 9,541.0 $3.4M 0.03% $356.56 +14.1%
145 GEV GE VERNOVA INC Utilities 3,841.0 $3.4M 0.03% +152.0 +4.1% $872.90 +29.2%
146 PWR QUANTA SVCS INC Industrials 6,105.0 $3.4M 0.03% -221.0 -3.5% $549.02 +34.8%
147 ESGV VANGUARD WORLD FD 29,300.0 $3.3M 0.03% +337.0 +1.2% $112.27 +17.3%
148 CAT CATERPILLAR INC Industrials 4,602.0 $3.3M 0.03% -117.0 -2.5% $708.46 +44.3%
149 PNC PNC FINL SVCS GROUP INC Financial Services 15,630.0 $3.3M 0.03% +2K +13.9% $208.09 +12.8%
150 JEPI J P MORGAN EXCHANGE TRADED F 54,855.0 $3.1M 0.03% -4K -6.8% $56.68 -1.1%
151 VYM VANGUARD WHITEHALL FDS 20,944.0 $3.1M 0.03% -4K -14.7% $148.10 +6.9%
152 IYW ISHARES TR 16,784.0 $3.0M 0.03% $181.42 +39.6%
153 CB CHUBB LTD SWITZ Financial Services 9,159.0 $3.0M 0.03% +71.0 +0.8% $325.93 -0.2%
154 GS GOLDMAN SACHS GROUP INC Financial Services 3,520.0 $3.0M 0.03% $845.99 +30.8%
155 XLV SELECT SECTOR SPDR TR 20,210.0 $3.0M 0.03% -1K -5.3% $146.61 +2.4%
156 ACWX ISHARES TR 42,607.0 $2.9M 0.03% $68.47 +13.0%
157 IXUS ISHARES TR 32,490.0 $2.8M 0.03% +359.0 +1.1% $86.64 +12.2%
158 VO VANGUARD INDEX FDS 9,791.0 $2.8M 0.03% -626.0 -6.0% $287.18 -72.0%
159 VSGX VANGUARD WORLD FD 39,068.0 $2.8M 0.03% -2K -5.8% $71.73 +16.7%
160 ESML ISHARES TR 59,542.0 $2.8M 0.03% -438.0 -0.7% $47.02 +16.3%
Page 8 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%