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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 13 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VSH VISHAY INTERTECHNOLOGY, INC. Technology 1,300.0 $70K 0.02% -3K -68.3% $53.77 -43.4%
242 SHW SHERWIN WILLIAMS COMPANY Basic Materials 201.0 $69K 0.02% $344.31 -1.6%
243 PIO INVESCO GLOBAL WATER ETF 1,500.0 $67K 0.02% $44.97 -0.6%
244 CBSH COMMERCE BANCSHARES INC Financial Services 1,157.0 $67K 0.02% $57.75 -0.1%
245 CNQ CANADIAN NATURAL RESOURCES Energy 1,681.0 $66K 0.02% $39.50 +26.8%
246 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 266.0 $64K 0.02% $242.42 -5.8%
247 TXN TEXAS INSTRUMENTS Technology 215.0 $64K 0.02% $298.06 -12.5%
248 CVCO CAVCO INDUSTRIES INC Consumer Cyclical 100.0 $61K 0.02% $614.38 -9.0%
249 SRE SEMPRA Utilities 647.0 $60K 0.02% $92.71 -11.9%
250 DHI D R HORTON INC Consumer Cyclical 368.0 $60K 0.02% $162.88 -11.2%
251 BK BANK OF NEW YORK MELLON CORP Financial Services 409.0 $59K 0.02% $144.60 -0.6%
252 CRAI CRA INTERNATIONAL INC. Industrials 405.0 $58K 0.02% +300.0 +285.7% $142.30 +22.6%
253 VBR VANGUARD SMALL-CAP VALUE ETF 236.0 $57K 0.02% $242.99 +0.9%
254 AEP AMERICAN ELEC PWR INC Utilities 411.0 $56K 0.02% -62.0 -13.1% $136.80 -10.5%
255 DUPONT DE NEMOURS INC 409.0 $55K 0.02% NEW $135.63
256 PLTR PALANTIR TECHNOLOGIES INC. CLASS A COMMON STOCK Technology 457.0 $53K 0.02% +133.0 +41.0% $116.66 +59.8%
257 FCG FIRST TRUST NATRUAL GAS ETF 1,993.0 $53K 0.02% -243.0 -10.9% $26.61 +17.3%
258 VRT VERTIV HOLDINGS Industrials 157.0 $53K 0.02% NEW $334.82 -22.7%
259 XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 1,159.0 $53K 0.02% -23.0 -1.9% $45.34 -6.9%
260 WDC WESTERN DIGITAL CORP Technology 80.0 $51K 0.01% $638.70 -29.5%
Page 13 of 28  ·  558 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%