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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 8 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MPLX MPLX LP Energy 3,700.0 $211K 0.07% $57.06 -1.0%
142 D DOMINION ENERGY, INC. Utilities 3,382.0 $209K 0.07% -2K -40.1% $61.81 +8.8%
143 VRTX VERTEX PHARMACEUTICALS INC Healthcare 459.0 $205K 0.07% -24.0 -5.0% $446.50 -2.4%
144 NKE NIKE, INC Consumer Cyclical 3,820.0 $202K 0.07% $52.81 -14.9%
145 UNH UNITEDHEALTH GROUP INC Healthcare 730.0 $198K 0.07% -218.0 -23.0% $270.56 +39.3%
146 ENTERGY CORPORATION 1,751.0 $197K 0.07% +33.0 +1.9% $112.36
147 CASY CASEY'S GENERAL STORES INC Consumer Cyclical 270.0 $197K 0.07% $727.85 +11.2%
148 SDY SPDR S&P DIVIDEND ETF 1,342.0 $196K 0.07% -13.0 -1.0% $145.94 +2.9%
149 ADBE ADOBE INC Technology 794.0 $193K 0.07% +8.0 +1.0% $243.06 -1.1%
150 TJX TJX COS INC NEW Consumer Cyclical 1,182.0 $189K 0.06% -64.0 -5.1% $159.70 -0.5%
151 NUE NUCOR Basic Materials 1,116.0 $189K 0.06% $169.10 +42.1%
152 TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR Technology 558.0 $189K 0.06% -8.0 -1.4% $337.95 +22.0%
153 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 1,312.0 $187K 0.06% $142.43 +15.2%
154 IYK ISHARES US CONSUMER STAPLES EFT 2,646.0 $185K 0.06% -449.0 -14.5% $70.03 +2.4%
155 LEGG MASON PARTNERS EQUITY CLEARBRIGE LG GRW FD 2,741.0 $184K 0.06% $67.11
156 TRV TRAVELERS COS INC Financial Services 630.0 $184K 0.06% $291.67 +4.5%
157 UNP UNION PACIFIC CORP Industrials 724.0 $176K 0.06% -62.0 -7.9% $242.61 +11.7%
158 DTE DTE ENERGY CO Utilities 1,200.0 $175K 0.06% $146.22 -1.1%
159 ITW ILLINOIS TOOL WORKS INC. Industrials 664.0 $173K 0.06% +37.0 +5.9% $260.27 -3.8%
160 OKE ONEOK INC Energy 1,910.0 $173K 0.06% $90.39 +0.1%
Page 8 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%