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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 16 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TOTALENERGIES SE ORDINARY 447.0 $35K 0.01% $77.75
302 MGV VANGUARD MEGA CAP VALUE ETF 210.0 $34K 0.01% $163.45 +2.3%
303 RGEN REPLIGEN CORPORATION Healthcare 250.0 $34K 0.01% $136.44 +32.6%
304 CARG CARGURUS INC COM CL A Consumer Cyclical 1,000.0 $34K 0.01% $34.09 +4.6%
305 NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FD Financial Services 2,900.0 $34K 0.01% $11.73 -7.2%
306 DVN DEVON ENERGY CORPORATION NEW Energy 817.0 $34K 0.01% +686.0 +523.7% $41.31 +17.4%
307 SHELTON FDS NASDAQ 100 INDEX FD CL INV 619.0 $34K 0.01% $54.49
308 XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 274.0 $32K 0.01% $117.27 -0.6%
309 ATMU ATMUS FILTRATION TECH. Industrials 600.0 $31K 0.01% $50.99 -7.4%
310 TMDX TRANSMEDICS GROUP INC. Healthcare 460.0 $31K 0.01% $66.42 +27.8%
311 ISHARES IBONDS 2032 MUNI BOND ETF 1,180.0 $30K 0.01% NEW $25.42
312 KR KROGER COMPANY Consumer Defensive 536.0 $30K 0.01% -13.0 -2.4% $55.52 +3.6%
313 MDLZ MONDELEZ INTERNATIONAL INC Consumer Defensive 513.0 $30K 0.01% $57.84 +7.3%
314 MDB MONGODB, INC. Technology 88.0 $30K 0.01% $335.89 +35.0%
315 HUBS HUBSPOT INC. Technology 160.0 $29K 0.01% $182.51 +43.2%
316 BP BP P.L.C. Energy 785.0 $29K 0.01% $36.95 +16.0%
317 ISRG INTUITIVE SURGICAL INC Healthcare 72.0 $29K 0.01% $397.64 -5.2%
318 AMCOR PLC ORDINARY 638.0 $28K 0.01% $43.34
319 QUANTINUUM INC. 335.0 $27K 0.01% NEW $81.74
320 NVS NOVARTIS AG - ADR Healthcare 173.0 $27K 0.01% -47.0 -21.4% $156.71 -3.0%
Page 16 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%