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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 9 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DVY ISHARES TR 18,163.0 $2.8M 0.03% -897.0 -4.7% $151.41 +1.8%
162 GSK GSK PLC Healthcare 49,820.0 $2.7M 0.03% -1K -2.0% $55.19 -8.1%
163 COP CONOCOPHILLIPS Energy 19,908.0 $2.6M 0.02% +190.0 +1.0% $132.00 -16.9%
164 DOW DOW HLDGS INC Basic Materials 60,822.0 $2.5M 0.02% -1K -2.3% $41.65 -26.1%
165 BMY BRISTOL-MYERS SQUIBB CO Healthcare 40,901.0 $2.5M 0.02% -4K -8.1% $60.65 -9.8%
166 ESGD ISHARES TR 25,894.0 $2.5M 0.02% $95.62 +8.3%
167 DHR DANAHER CORP DEL Healthcare 12,813.0 $2.4M 0.02% -1K -7.2% $189.60 -6.0%
168 PSX PHILLIPS 66 Energy 13,280.0 $2.4M 0.02% -816.0 -5.8% $182.18 -7.6%
169 DE DEERE & CO Industrials 4,134.0 $2.3M 0.02% -123.0 -2.9% $563.30 +6.3%
170 UNILEVER PLC 40,838.0 $2.3M 0.02% -2K -3.7% $56.97
171 VUG VANGUARD INDEX FDS 5,322.0 $2.3M 0.02% +3K +100.8% $436.81 -80.3%
172 USB US BANCORP Financial Services 41,916.0 $2.2M 0.02% $52.01 +12.8%
173 MPLX MPLX LP Energy 37,303.0 $2.1M 0.02% NEW $57.07 -0.3%
174 LRCX LAM RESEARCH CORP Technology 9,779.0 $2.1M 0.02% +3K +41.0% $213.66 +91.7%
175 C CITIGROUP INC Financial Services 17,781.0 $2.0M 0.02% +5K +34.7% $113.41 +28.4%
176 T AT&T INC Communication Services 68,295.0 $2.0M 0.02% +17K +34.0% $28.99 -23.8%
177 CVS CVS HEALTH CORP Healthcare 27,515.0 $2.0M 0.02% -21K -42.9% $71.82 +41.0%
178 OUSM ALPS ETF TR 44,255.0 $1.9M 0.02% $43.74 +7.3%
179 USXF ISHARES TR 34,476.0 $1.9M 0.02% $55.20 +25.9%
180 BND VANGUARD BD INDEX FDS 25,392.0 $1.9M 0.02% -19K -42.4% $73.64 -0.7%
Page 9 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%