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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 22 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 W WAYFAIR INC CL A Consumer Cyclical 100.0 $9K 0.00% $92.42 +7.4%
422 WFCF WHERE FOOD COMES FROM INC. Technology 700.0 $9K 0.00% $13.01 -1.2%
423 SNDK SANDISK CORPORATION Technology 4.0 $9K 0.00% NEW $2273.50 -31.1%
424 SPG SIMON PROPERTY GROUP Real Estate 40.0 $9K 0.00% $223.65 -5.1%
425 TM TOYOTA MOTOR CORP ADR Consumer Cyclical 50.0 $8K 0.00% $168.42 +16.7%
426 VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A Financial Services 855.0 $8K 0.00% $9.73 +0.5%
427 DEO DIAGEO PLC Consumer Defensive 103.0 $8K 0.00% $80.38 +14.3%
428 AVAV AEROVIRONMENT INC Industrials 50.0 $8K 0.00% $165.06 -10.1%
429 EFX EQUIFAX INC. Industrials 52.0 $8K 0.00% $158.71 +19.2%
430 BAND BANDWIDTH INC Technology 130.0 $8K 0.00% $63.28 -23.5%
431 DCI DONALDSON COMPANY INC Industrials 91.0 $8K 0.00% $89.77 +1.2%
432 NAD NUVEEN QUALITY MUNICIPAL INCOME FUND Financial Services 669.0 $8K 0.00% $12.12 -3.1%
433 CSIQ CANADIAN SOLAR INC COM Energy 500.0 $8K 0.00% $16.02 -23.0%
434 LUNR INTUITIVE MACHINES INC CLASS A COM Industrials 370.0 $8K 0.00% $21.38 -28.2%
435 CHAT ROUNDHILL GENERATIVE AI AND TECH ETF 78.0 $8K 0.00% $98.68 -11.4%
436 VKTX VIKING THERAPEUTICS INC COM Healthcare 188.0 $7K 0.00% $39.00 -15.9%
437 PUBM PUBMATIC INC COM CL A Technology 549.0 $7K 0.00% $13.12 +26.8%
438 SOFI SOFI TECHNOLOGIES INC- COMMON STOCK Financial Services 400.0 $7K 0.00% $17.93 -0.3%
439 LEN LENNAR COPORATION CLASS A Consumer Cyclical 79.0 $7K 0.00% $90.48 -7.0%
440 CMPS COMPASS PATHWAYS PLC Healthcare 505.0 $7K 0.00% $14.15 -4.5%
Page 22 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%