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Portfolio (Quarterly) Guide ↗

Haverford Financial Services, Inc.

· CIK 0001347683
13F Portfolio $336M AUM 46 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 4 Added 17 Reduced 3 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META META PLATFORMS INC Communication Services 11,690.0 $6.7M 1.99% +3K +33.9% $572.13 -1.4%
22 SPGI S&P GLOBAL INC Financial Services 15,337.0 $6.5M 1.94% $425.34 -4.2%
23 SYK STRYKER CORPORATION Healthcare 17,907.0 $5.9M 1.75% $328.59 -7.3%
24 CVX CHEVRON CORPORATION Energy 28,054.0 $5.8M 1.73% $206.90 -15.4%
25 AON AON PLC Financial Services 17,853.0 $5.8M 1.72% -4K -18.9% $322.78 -2.8%
26 AVGO BROADCOM INC Technology 17,943.0 $5.6M 1.66% +7K +70.7% $309.51 +26.7%
27 TXN TEXAS INSTRS INC Technology 27,216.0 $5.3M 1.57% -2K -7.7% $194.14 +71.2%
28 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10,507.0 $5.2M 1.54% -899.0 -7.9% $491.53 -5.6%
29 MDT MEDTRONIC PLC Healthcare 51,458.0 $4.5M 1.33% -8K -13.9% $86.65 -8.5%
30 WM WASTE MGMT INC DEL Industrials 16,220.0 $3.7M 1.11% -961.0 -5.6% $229.79 -6.6%
31 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 10,481.0 $3.0M 0.91% -3K -23.8% $290.49 -2.5%
32 V VISA INC Financial Services 7,977.0 $2.4M 0.72% -625.0 -7.3% $302.24 +8.3%
33 LIN LINDE PLC Basic Materials 3,736.0 $1.9M 0.55% -21.0 -0.6% $495.76 +4.2%
34 QUAL ISHARES TR 7,631.0 $1.5M 0.44% -919.0 -10.8% $191.81 +12.5%
35 IVV ISHARES TR 2,232.0 $1.5M 0.43% -368.0 -14.2% $653.21 +14.5%
36 IEFA ISHARES TR 8,900.0 $806K 0.24% $90.53 +7.6%
37 JMBS JANUS DETROIT STR TR 17,169.0 $776K 0.23% -230.0 -1.3% $45.18 -0.4%
38 AVEM AMERICAN CENTY ETF TR 9,568.0 $771K 0.23% +713.0 +8.1% $80.58 +24.3%
39 IEMG ISHARES INC 10,840.0 $756K 0.23% $69.75 +23.3%
40 AVDV AMERICAN CENTY ETF TR 6,297.0 $629K 0.19% NEW $99.86 +7.5%
Page 2 of 3  ·  46 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 24.0%
Financial Services 17.5%
Healthcare 14.7%
Industrials 13.9%
Consumer Defensive 9.7%
Communication Services 7.2%
Consumer Cyclical 6.7%
Utilities 3.0%
Energy 1.8%
Basic Materials 1.5%