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Portfolio (Quarterly) Guide ↗

ADIRONDACK TRUST CO

· CIK 0001054257
13F Portfolio $298M AUM 631 positions Filed Apr 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 65 Added 162 Reduced 34 Exited
Page 7 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPHQ INVESCO S&P 500 QUALITY ETF 818.0 $62K 0.02% -264.0 -24.4% $75.19 +13.9%
122 PNC PNC FINANCIAL SERVICES GROUP INC Financial Services 291.0 $61K 0.02% -33.0 -10.2% $208.08 +6.1%
123 XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 1,182.0 $54K 0.02% -144.0 -10.9% $45.88 -1.2%
124 DHI D R HORTON INC Consumer Cyclical 368.0 $50K 0.02% -30.0 -7.5% $137.21 +6.1%
125 BK BANK OF NEW YORK MELLON CORP Financial Services 409.0 $49K 0.02% -200.0 -32.8% $118.62 +18.9%
126 GEHC GE HEALTHCARE TECHNOLOGIES, INC. Healthcare 617.0 $44K 0.01% -208.0 -25.2% $71.18 -9.8%
127 TXN TEXAS INSTRUMENTS Technology 215.0 $42K 0.01% -5.0 -2.3% $194.13 +67.4%
128 USB US BANCORP DEL COM NEW Financial Services 796.0 $41K 0.01% -620.0 -43.8% $52.00 +6.2%
129 ICLN ETF ISHARES GLOBAL CLEAN ENERGY 2,213.0 $40K 0.01% -630.0 -22.2% $18.28 +25.4%
130 DSTL DISTILLATE U.S. FUNDAMENTAL STABILITY&VALUE ETF 665.0 $38K 0.01% -184.0 -21.7% $57.88 +2.6%
131 BP BP P.L.C. Energy 785.0 $37K 0.01% -57.0 -6.8% $47.00 -9.3%
132 F FORD MOTOR CO DEL Consumer Cyclical 3,184.0 $37K 0.01% -116.0 -3.5% $11.54 +32.8%
133 TMO THERMO FISHER SCIENTIFIC, INC Healthcare 69.0 $34K 0.01% -12.0 -14.8% $491.48 -8.8%
134 BSX BOSTON SCIENTIFIC CORP Healthcare 536.0 $34K 0.01% -41.0 -7.1% $62.75 -8.1%
135 SOLS SOLSTICE ADVANCED MATERIALS INC. Basic Materials 419.0 $32K 0.01% -51.0 -10.8% $76.12 +11.2%
136 XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 274.0 $30K 0.01% -6.0 -2.1% $108.97 +9.6%
137 MDLZ MONDELEZ INTERNATIONAL INC Consumer Defensive 513.0 $30K 0.01% -1K -66.1% $57.63 +6.3%
138 XEL XCEL ENERGY INC Utilities 356.0 $28K 0.01% -3.0 -0.8% $79.43 +2.1%
139 SHELTON FDS NASDAQ 100 INDEX FD CL INV 619.0 $26K 0.01% -202.0 -24.6% $42.65
140 ED CONSOLIDATED EDISON INC Utilities 231.0 $26K 0.01% -73.0 -24.0% $113.17 -4.8%
Page 7 of 9  ·  162 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
Financial Services 27.4%
Technology 25.7%
Healthcare 9.5%
Industrials 8.5%
Consumer Cyclical 8.5%
Consumer Defensive 7.5%
Energy 6.0%
Communication Services 3.3%
Utilities 2.9%
Basic Materials 0.5%