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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 8 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MRVL MARVELL TECHNOLOGY INC. COMMON STOCK Technology 770.0 $229K 0.07% -64.0 -7.7% $297.88 -28.9%
142 MPC MARATHON PETROLEUM CORPORATION Energy 885.0 $226K 0.07% $255.67 +46.0%
143 CNP CENTERPOINT ENERGY, INC Utilities 5,000.0 $220K 0.07% $44.04 -10.1%
144 VRTX VERTEX PHARMACEUTICALS INC Healthcare 443.0 $220K 0.07% -16.0 -3.5% $496.70 +9.6%
145 VANGUARD NJ LONG-TERM TAX EXEMPT FD 18,876.0 $217K 0.07% $11.49
146 MCK MCKESSON CORPORATION Healthcare 286.0 $216K 0.06% +3.0 +1.1% $755.58 +17.2%
147 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 1,312.0 $216K 0.06% $164.27 +2.2%
148 CASY CASEY'S GENERAL STORES INC Consumer Cyclical 270.0 $215K 0.06% $794.78 -5.4%
149 CARR CARRIER GLOBAL CORPORATION Industrials 2,913.0 $214K 0.06% -40.0 -1.4% $73.35 -20.6%
150 MPLX MPLX LP Energy 3,700.0 $208K 0.06% $56.33 +5.0%
151 TRV TRAVELERS COS INC Financial Services 630.0 $208K 0.06% $330.10 +10.9%
152 SDY SPDR S&P DIVIDEND ETF 1,342.0 $204K 0.06% $152.18 +2.7%
153 LEGG MASON PARTNERS EQUITY CLEARBRIGE LG GRW FD 2,686.0 $202K 0.06% -55.0 -2.0% $75.20
154 ENTERGY CORPORATION 1,751.0 $201K 0.06% $114.86
155 UNP UNION PACIFIC CORP Industrials 735.0 $200K 0.06% +11.0 +1.5% $272.00 +10.5%
156 NLR VANECK URANIUM AND NUCLEAR ETF 1,711.0 $198K 0.06% +106.0 +6.6% $115.97 +1.9%
157 CRM SALESFORCE, INC. Technology 1,208.0 $189K 0.06% -60.0 -4.7% $156.64 +64.4%
158 DTE DTE ENERGY CO Utilities 1,200.0 $183K 0.05% $152.37 -11.0%
159 ITW ILLINOIS TOOL WORKS INC. Industrials 662.0 $179K 0.05% $270.45 +1.8%
160 TJX TJX COS INC NEW Consumer Cyclical 1,177.0 $178K 0.05% $151.50 -11.6%
Page 8 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%