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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 1 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S & P 500 ETF TRUST Financial Services 56,383.0 $42.1M 12.54% -294.0 -0.5% $746.77 +2.7%
2 AAPL APPLE INC Technology 62,987.0 $18.2M 5.43% -2K -2.6% $289.35 +9.5%
3 NVDA NVIDIA CORP. Technology 86,497.0 $17.3M 5.16% -1K -1.4% $200.09 +10.2%
4 CAT CATERPILLAR INC Industrials 6,992.0 $7.4M 2.22% -564.0 -7.5% $1064.90 -25.1%
5 MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF Financial Services 9,471.0 $6.7M 1.99% -116.0 -1.2% $703.32 -2.3%
6 JPM JPMORGAN CHASE & CO COM Financial Services 19,892.0 $6.5M 1.94% -249.0 -1.2% $327.32 +8.8%
7 AMAT APPLIED MATL INC Technology 7,403.0 $5.4M 1.59% -178.0 -2.4% $723.00 -36.6%
8 JNJ JOHNSON & JOHNSON Healthcare 19,692.0 $5.0M 1.49% -256.0 -1.3% $253.97 +4.7%
9 IJR ISHARES CORE S&P SMALL-CAP ETF 31,686.0 $4.7M 1.40% -388.0 -1.2% $148.31 -2.6%
10 LLY ELI LILLY & CO Healthcare 3,642.0 $4.4M 1.30% -115.0 -3.1% $1199.41 -3.5%
11 PG PROCTER & GAMBLE CO Consumer Defensive 25,627.0 $3.8M 1.12% -583.0 -2.2% $146.64 -1.0%
12 XLK TECHNOLOGY SELECT SECT SPDR 18,260.0 $3.5M 1.04% -191.0 -1.0% $190.52 -2.1%
13 ABBV ABBVIE INC. Healthcare 13,727.0 $3.5M 1.03% -210.0 -1.5% $251.64 +1.9%
14 AMD ADVANCED MICRO DEVICES INC Technology 5,745.0 $3.3M 0.99% -195.0 -3.3% $580.90 -19.0%
15 HD HOME DEPOT INC Consumer Cyclical 8,949.0 $3.2M 0.94% -241.0 -2.6% $352.66 -7.0%
16 CSCO CISCO SYSTEMS INC. Technology 26,297.0 $3.1M 0.92% -3K -10.0% $117.46 -5.9%
17 XOM EXXON MOBIL CORP Energy 22,406.0 $3.1M 0.91% -575.0 -2.5% $136.72 +17.7%
18 SMH VANECK SEMICONDUCTOR ETF 4,126.0 $2.7M 0.81% -111.0 -2.6% $655.88 -15.2%
19 INTC INTEL CORP Technology 19,267.0 $2.7M 0.80% -215.0 -1.1% $139.63 -35.9%
20 MCD MCDONALDS CORP Consumer Cyclical 9,713.0 $2.6M 0.78% -880.0 -8.3% $270.30 -2.5%
Page 1 of 7  ·  139 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%