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Portfolio (Quarterly) Guide ↗

ADIRONDACK TRUST CO

· CIK 0001054257
13F Portfolio $336M AUM 640 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 46 Added 139 Reduced 19 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SNDK SANDISK CORPORATION Technology 4.0 $9K 0.00% NEW $2273.50 -31.1%
22 MOOG INC. 16.0 $7K 0.00% NEW $423.81
23 CEVEBRAS SYSTEMS INC. 30.0 $7K 0.00% NEW $221.00
24 NEBIUS GROUP N.V. 24.0 $7K 0.00% NEW $276.12
25 CYPH CYPHERPUNK TECHNOLOGIES INC. Healthcare 10,000.0 $6K 0.00% NEW $0.61 +199.2%
26 DY DYCOM INDUSTRIES INC Industrials 11.0 $6K 0.00% NEW $505.55 -42.4%
27 MOD MODINE MANUFACTURING COMP Consumer Cyclical 19.0 $5K 0.00% NEW $267.00 -33.2%
28 MOBILCOM LIMITED 776.0 $4K 0.00% NEW $5.13
29 PLAB PHOTRONICS INC. Technology 105.0 $3K 0.00% NEW $32.51 -13.5%
30 MISL FIRST TRUST INDXX AEROSPACE AND DEFENSE ETF 62.0 $3K 0.00% NEW $45.76 -3.5%
31 TUTTLE CAPITAL CONCENTRATED MEMORY STACK ETF 50.0 $2K NEW $31.22
32 RXT RACKSPACE TECHNOLOGY INC. -COMMON STOCK Technology 100.0 $653.0 NEW $6.53 -52.1%
33 FIRST TRACKS BIOTHERAPEUTICSINC 25.0 $502.0 NEW $20.08
Page 2 of 2  ·  33 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 29.1%
Financial Services 28.0%
Healthcare 9.1%
Industrials 8.5%
Consumer Cyclical 8.1%
Consumer Defensive 6.4%
Energy 4.5%
Communication Services 2.8%
Utilities 2.8%
Basic Materials 0.4%