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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 17 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EFG ISHARES MSCI EAFE GROWTH ETF 199.0 $22K 0.01% $111.37 +10.6%
322 WDC WESTERN DIGITAL CORP Technology 80.0 $22K 0.01% $270.48 +96.4%
323 MDB MONGODB, INC. Technology 88.0 $22K 0.01% $244.76 +23.7%
324 LHX L3HARRIS TECHNOLOGIES INC. COMMON STOCK Industrials 61.0 $21K 0.01% -2.0 -3.2% $345.13 -10.2%
325 SMITHFIELD FOODS INC 750.0 $21K 0.01% NEW $27.96
326 CLX CLOROX COMPANY Consumer Defensive 200.0 $21K 0.01% $103.63 -5.4%
327 DTCR GLOBALXDATA CENTER & DIGITALINFRASTRUCTURE ETF 850.0 $20K 0.01% +281.0 +49.4% $23.95 +30.3%
328 SAP SAP AKTIENGESELLSCHAFT ADR Technology 118.0 $20K 0.01% $171.19 +3.0%
329 ECL ECOLAB INC. Basic Materials 75.0 $20K 0.01% $266.00 -1.6%
330 KRE SPDR S&P REGIONAL BANKING ETF 300.0 $20K 0.01% -75.0 -20.0% $65.15 +7.7%
331 EEM ISHARES MSCI EMERGING MARKETS ETF 340.0 $19K 0.01% $56.79 +20.8%
332 BBY BEST BUY Consumer Cyclical 300.0 $19K 0.01% $64.20 +0.2%
333 S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 31.0 $19K 0.01% $616.74
334 NVG NUVEEN AMT-FREE MUNI CREDIT INCOME FUND Financial Services 1,550.0 $19K 0.01% $12.33 +1.0%
335 EBAY EBAY INC Consumer Cyclical 207.0 $19K 0.01% $91.01 +25.0%
336 PETROLEO BRASILEIRO S.A. ADR 1,000.0 $19K 0.01% $18.75
337 SMR NUSCALE POWER CORPORATION CLASS A Utilities 1,729.0 $19K 0.01% +904.0 +109.6% $10.84 +12.3%
338 FNF FIDELITY NATIONAL FINANCIAL INC. COM Financial Services 400.0 $19K 0.01% $46.38 +5.3%
339 HII HUNTINGTON INGALLS INDUSTRIES INC. Industrials 48.0 $18K 0.01% $379.88 -16.4%
340 TTD THE TRADE DESK, INC. Technology 800.0 $18K 0.01% $22.68 +2.0%
Page 17 of 28  ·  544 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%