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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 7 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KR KROGER COMPANY Consumer Defensive 536.0 $30K 0.01% -13.0 -2.4% $55.52 +3.6%
122 NVS NOVARTIS AG - ADR Healthcare 173.0 $27K 0.01% -47.0 -21.4% $156.71 -3.0%
123 VNQ VANGUARD REAL ESTATE ETF 273.0 $26K 0.01% -27.0 -9.0% $96.42 +0.0%
124 TMUS T-MOBILE US INC Communication Services 153.0 $26K 0.01% -21.0 -12.1% $167.68 +7.6%
125 DTCR GLOBALXDATA CENTER & DIGITALINFRASTRUCTURE ETF 818.0 $25K 0.01% -32.0 -3.8% $30.36 -8.1%
126 XEL XCEL ENERGY INC Utilities 287.0 $23K 0.01% -69.0 -19.4% $80.29 -5.7%
127 SAP SAP AKTIENGESELLSCHAFT ADR Technology 117.0 $18K 0.01% -1.0 -0.8% $154.09 +43.3%
128 SMR NUSCALE POWER CORPORATION CLASS A Utilities 1,584.0 $16K 0.01% -145.0 -8.4% $10.03 -7.5%
129 ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 149.0 $16K 0.01% -16.0 -9.7% $104.48 -9.4%
130 NUKZ RANGE NUCLEAR RENAISSANCE ETF 212.0 $14K 0.00% -8.0 -3.6% $68.15 -5.4%
131 UNILEVER PLC 3.11P ADR 116.0 $7K 0.00% -35.0 -23.2% $60.10
132 FRMI FERMI INC. Utilities 745.0 $7K 0.00% -220.0 -22.8% $9.16 -45.7%
133 FORTINET INC. COMMON STOCK 44.0 $7K 0.00% -2.0 -4.3% $153.61
134 MTN VAIL RESORTS INC. Consumer Cyclical 46.0 $6K 0.00% -1.0 -2.1% $136.13 +0.6%
135 BVS BIOVENTUS INC COM CL A Healthcare 601.0 $6K 0.00% -24.0 -3.8% $9.44 +44.6%
136 INVESCO MAIN STREET FUND - CLASS A 70.0 $5K 0.00% -39.0 -35.8% $66.49
137 ADMA ADMA BIOLOGICS INC COM Healthcare 516.0 $4K 0.00% -20.0 -3.7% $8.37 +12.2%
138 OKLO OKLO INC Utilities 78.0 $4K 0.00% -16.0 -17.0% $52.29 -22.4%
139 RBLX ROBLOX CORP CL A Technology 66.0 $4K 0.00% -3.0 -4.3% $54.38 -24.1%
Page 7 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%