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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 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 22,429.0 $2.5M 0.76% -391.0 -1.7% $113.26 -7.4%
22 IBM INTL BUSINESS MACHINES Technology 8,214.0 $2.3M 0.69% -68.0 -0.8% $281.20 -16.8%
23 KO COCA COLA CO Consumer Defensive 27,556.0 $2.2M 0.67% -830.0 -2.9% $81.27 +9.1%
24 PEP PEPSICO INC Consumer Defensive 16,382.0 $2.2M 0.66% -606.0 -3.6% $135.40 +3.6%
25 WM WASTE MANAGEMENT INC NEW Industrials 9,170.0 $2.0M 0.61% -135.0 -1.4% $222.88 -1.8%
26 LMT LOCKHEED MARTIN CORP Industrials 3,840.0 $2.0M 0.58% -29.0 -0.8% $509.44 +10.2%
27 NEE NEXTERA ENERGY INC Utilities 21,901.0 $1.9M 0.57% -784.0 -3.5% $87.77 -6.2%
28 QCOM QUALCOMM INC Technology 8,563.0 $1.6M 0.47% -66.0 -0.8% $184.79 -7.8%
29 PSX PHILLIPS 66 Energy 8,577.0 $1.4M 0.43% -83.0 -1.0% $169.05 +45.9%
30 COST COSTCO WHSL CORP NEW Consumer Defensive 1,431.0 $1.3M 0.40% -20.0 -1.4% $935.45 +0.9%
31 V VISA INC - CLASS A SHARES Financial Services 3,530.0 $1.2M 0.36% -88.0 -2.4% $343.07 +10.6%
32 BMY BRISTOL MYERS SQUIBB CO Healthcare 19,711.0 $1.1M 0.34% -350.0 -1.7% $57.61 +16.0%
33 MS MORGAN STANLEY Financial Services 5,429.0 $1.1M 0.34% -90.0 -1.6% $209.04 +2.1%
34 MRK MERCK & CO., INC Healthcare 8,753.0 $1.1M 0.34% -66.0 -0.8% $128.50 +15.0%
35 ORCL ORACLE CORPORATION Technology 7,542.0 $1.1M 0.33% -247.0 -3.2% $146.55 +1.7%
36 VLO VALERO ENERGY NEW Energy 4,136.0 $1.1M 0.32% -125.0 -2.9% $260.44 +37.8%
37 SYK STRYKER CORP Healthcare 3,268.0 $1.0M 0.31% -135.0 -4.0% $314.82 +2.9%
38 C CITIGROUP INC. Financial Services 7,216.0 $1.0M 0.30% -376.0 -5.0% $139.96 -6.0%
39 CL COLGATE PALMOLIVE Consumer Defensive 9,915.0 $909K 0.27% -739.0 -6.9% $91.68 -2.0%
40 VZ VERIZON COMMUNICATIONS INC Communication Services 21,332.0 $903K 0.27% -697.0 -3.2% $42.34 +18.1%
Page 2 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%