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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 27 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BIDU BAIDU INC - SPON ADR Communication Services 12.0 $1K $111.42 +13.2%
522 CRITICAL METALS CORP 138.0 $1K $7.93
523 NVCR NOVOCURE LIMITED Healthcare 100.0 $1K $10.90 +69.3%
524 DJT TRUMP MEDIA & TECHNOLOGY GROCOM Communication Services 100.0 $928.0 $9.28 -9.9%
525 VAC MARRIOTT VACATIONS WORLDWIDECORPERATION Consumer Cyclical 14.0 $911.0 $65.07 +20.9%
526 FUBO FUBOTV INC. CLASS A Communication Services 83.0 $785.0 NEW $9.46 +0.9%
527 AIRO AIRO GROUP HOLDINGS INC. Industrials 100.0 $760.0 NEW $7.60 -7.1%
528 USAR USA RARE EARTH INC Basic Materials 50.0 $756.0 $15.12 +86.5%
529 SPB SPECTRUM BRANDS HOLDINGS INCCOMMON STOCK Consumer Defensive 10.0 $737.0 $73.70 +6.8%
530 SFIX STITCH FIX, INC. - CLASS A Consumer Cyclical 195.0 $643.0 $3.30 +3.0%
531 FG F&G ANNUITIES & LIFE INC Financial Services 24.0 $607.0 NEW $25.29 +10.4%
532 MP MP MATERIALS CORP. Basic Materials 12.0 $579.0 $48.25 +39.2%
533 LTRX LANTRONIX INC Technology 100.0 $524.0 NEW $5.24 +36.2%
534 MICC THE MAGNUM ICE CREAM COMPANYN.V. ORDINARY Consumer Defensive 34.0 $508.0 $14.94 +5.1%
535 KDP KEURIG DR. PEPPER INC. Consumer Defensive 19.0 $500.0 $26.32 +12.8%
536 GAMESTOP CORP CL A 12.0 $276.0 $23.00
537 DNA GINKGO BIOWORKS HOLDINGS Healthcare 43.0 $263.0 $6.12 +41.6%
538 KLARNA GROUP PLC 19.0 $248.0 $13.05
539 GDRX GOODRX HOLDINGS INC. CLASS A COMMON STOCK Healthcare 100.0 $196.0 $1.96 +42.3%
540 CHGG CHEGG INC COM Consumer Defensive 250.0 $185.0 $0.74 +91.9%
Page 27 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%