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Portfolio (Quarterly) Guide ↗

Bryn Mawr Trust Advisors, LLC

· CIK 0001700481
13F Portfolio $2.3B AUM 457 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 35 New 144 Added 163 Reduced 16 Exited
Page 3 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VGIT VANGUARD SCOTTSDALE FDS 101,419.0 $6.0M 0.26% +11K +12.2% $58.98 -0.7%
42 OTIS OTIS WORLDWIDE CORP Industrials 82,600.0 $5.9M 0.26% +19K +30.1% $71.60 -0.2%
43 AMD ADVANCED MICRO DEVICES INC Technology 10,169.0 $5.9M 0.26% +815.0 +8.7% $580.89 -17.5%
44 IEMG ISHARES INC 71,124.0 $5.9M 0.26% +9K +14.1% $82.84 -1.1%
45 VUG VANGUARD INDEX FDS 65,130.0 $5.6M 0.24% +54K +470.4% $86.14 +1.5%
46 XLK SELECT SECTOR SPDR TR 29,262.0 $5.6M 0.24% +346.0 +1.2% $190.52 -4.6%
47 AWK AMERICAN WTR WKS CO INC NEW Utilities 40,270.0 $5.3M 0.23% +372.0 +0.9% $131.58 +4.6%
48 IWM ISHARES TR 15,367.0 $4.6M 0.20% +6K +58.8% $300.44 -0.4%
49 VTV VANGUARD INDEX FDS 20,701.0 $4.5M 0.20% +737.0 +3.7% $217.93 +4.1%
50 VCIT VANGUARD SCOTTSDALE FDS 54,538.0 $4.5M 0.20% +285.0 +0.5% $82.65 -1.3%
51 SNA SNAP ON INC Industrials 10,969.0 $4.4M 0.19% +193.0 +1.8% $402.41 -2.0%
52 IJH ISHARES TR 54,649.0 $4.2M 0.18% +9K +19.9% $77.11 -1.3%
53 IEFA ISHARES TR 37,383.0 $3.6M 0.16% +294.0 +0.8% $96.58 +5.0%
54 AMGN AMGEN INC Healthcare 9,560.0 $3.5M 0.15% +678.0 +7.6% $362.11 +22.1%
55 MUB ISHARES TR 31,559.0 $3.4M 0.15% +4K +13.0% $107.62 -1.9%
56 TSLA TESLA INC Consumer Cyclical 7,939.0 $3.3M 0.15% +361.0 +4.8% $420.59 -16.7%
57 IWP ISHARES TR 21,936.0 $3.2M 0.14% +7K +48.1% $146.41 -3.1%
58 TXN TEXAS INSTRS INC Technology 10,725.0 $3.2M 0.14% +219.0 +2.1% $298.07 -12.8%
59 IWS ISHARES TR 18,127.0 $3.0M 0.13% +4K +32.4% $164.60 +4.3%
60 AMTM AMENTUM HOLDINGS INC Industrials 141,443.0 $2.9M 0.13% +25K +21.0% $20.67 -2.0%
Page 3 of 8  ·  144 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 32.6%
Financial Services 14.5%
Healthcare 13.2%
Industrials 8.6%
Consumer Cyclical 7.0%
Communication Services 6.8%
Consumer Defensive 6.2%
Energy 4.9%
Utilities 3.4%
Basic Materials 1.7%