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Portfolio (Quarterly) Guide ↗

Bryn Mawr Trust Advisors, LLC

· CIK 0001700481
13F Portfolio $2.1B AUM 438 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 128 Added 207 Reduced 34 Exited
Page 4 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGLT VANGUARD SCOTTSDALE FDS 25,754.0 $1.4M 0.07% +14K +125.6% $55.35 -0.6%
62 ETN EATON CORP PLC Industrials 3,918.0 $1.4M 0.07% +978.0 +33.3% $357.67 +14.5%
63 DIS DISNEY WALT CO Communication Services 13,782.0 $1.3M 0.06% +4K +43.6% $96.38 +4.7%
64 BAC BANK AMERICA CORP Financial Services 26,145.0 $1.3M 0.06% +6K +27.1% $48.75 +16.0%
65 C CITIGROUP INC Financial Services 10,808.0 $1.2M 0.06% +2K +23.6% $113.41 +26.8%
66 ALL ALLSTATE CORP Financial Services 5,864.0 $1.2M 0.06% +2K +37.5% $207.34 +6.9%
67 USHY ISHARES TR 32,240.0 $1.2M 0.06% +9K +38.9% $36.84 +0.2%
68 VANGUARD MUN BD FDS 10,872.0 $1.1M 0.05% +195.0 +1.8% $99.94
69 VO VANGUARD INDEX FDS 3,739.0 $1.1M 0.05% +129.0 +3.6% $287.20 -72.3%
70 VTIP VANGUARD MALVERN FDS 18,975.0 $948K 0.05% +4K +25.5% $49.95 +0.3%
71 SHEL SHELL PLC Energy 9,404.0 $875K 0.04% +132.0 +1.4% $93.00 -13.6%
72 CEG CONSTELLATION ENERGY CORP Utilities 3,069.0 $857K 0.04% +744.0 +32.0% $279.25 -4.3%
73 PNC PNC FINL SVCS GROUP INC Financial Services 4,104.0 $854K 0.04% +1K +56.4% $208.11 +12.0%
74 EFG ISHARES TR 7,621.0 $849K 0.04% +241.0 +3.3% $111.38 +10.8%
75 EMB ISHARES TR 8,802.0 $827K 0.04% +3K +59.6% $93.93 +2.5%
76 VB VANGUARD INDEX FDS 2,815.0 $737K 0.04% +16.0 +0.6% $261.95 +11.9%
77 PTMC PACER FDS TR 19,738.0 $722K 0.04% +3K +21.5% $36.57 +11.3%
78 QCOM QUALCOMM INC Technology 5,486.0 $707K 0.03% +530.0 +10.7% $128.79 +65.4%
79 EFV ISHARES TR 9,455.0 $703K 0.03% +570.0 +6.4% $74.35 +3.3%
80 MCK MCKESSON CORP Healthcare 809.0 $700K 0.03% +47.0 +6.2% $865.38 -9.9%
Page 4 of 7  ·  128 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 28.1%
Financial Services 14.2%
Healthcare 13.1%
Industrials 8.7%
Communication Services 8.3%
Consumer Cyclical 7.8%
Consumer Defensive 7.0%
Energy 6.2%
Utilities 3.6%
Basic Materials 2.3%