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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 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGT VANGUARD WORLD FD 23,995.0 $2.9M 0.12% +21K +775.1% $119.52 -1.6%
62 GE GE AEROSPACE Industrials 6,828.0 $2.6M 0.11% +248.0 +3.8% $373.75 -5.5%
63 NEE NEXTERA ENERGY INC Utilities 27,475.0 $2.4M 0.10% +165.0 +0.6% $87.77 -4.0%
64 WAT WATERS CORP Healthcare 6,268.0 $2.4M 0.10% +354.0 +6.0% $375.07 +10.8%
65 ABBV ABBVIE INC Healthcare 8,879.0 $2.2M 0.10% +326.0 +3.8% $251.63 +3.9%
66 GEV GE VERNOVA INC Utilities 1,891.0 $2.2M 0.10% +134.0 +7.6% $1175.16 -19.6%
67 VGSH VANGUARD SCOTTSDALE FDS 33,170.0 $1.9M 0.08% +4K +13.1% $58.20 -0.1%
68 BKNG BOOKING HOLDINGS INC Consumer Cyclical 10,166.0 $1.8M 0.08% +10K +2355.6% $178.24 +17.2%
69 DGRO ISHARES TR 21,655.0 $1.6M 0.07% +2K +7.9% $75.79 +5.3%
70 VGLT VANGUARD SCOTTSDALE FDS 29,415.0 $1.6M 0.07% +4K +14.2% $55.18 -3.3%
71 BX BLACKSTONE INC Financial Services 13,604.0 $1.6M 0.07% +74.0 +0.6% $117.67 +21.5%
72 USHY ISHARES TR 41,641.0 $1.5M 0.07% +9K +29.2% $37.02 -0.3%
73 SHW SHERWIN WILLIAMS CO Basic Materials 4,262.0 $1.5M 0.06% +45.0 +1.1% $344.31 +1.0%
74 EPD ENTERPRISE PRODS PARTNERS L 39,890.0 $1.5M 0.06% +2K +5.7% $36.76
75 VTEB VANGUARD MUN BD FDS 26,652.0 $1.3M 0.06% +346.0 +1.3% $50.58 -2.1%
76 SKY CHAMPION HOMES INC Consumer Cyclical 15,072.0 $1.3M 0.06% +100.0 +0.7% $88.12 +3.3%
77 EMB ISHARES TR 12,943.0 $1.2M 0.05% +4K +47.0% $96.44 -1.2%
78 VO VANGUARD INDEX FDS 14,617.0 $1.2M 0.05% +11K +290.9% $80.57 +3.1%
79 SYK STRYKER CORPORATION Healthcare 3,529.0 $1.1M 0.05% +73.0 +2.1% $314.86 +5.4%
80 CB CHUBB LIMITED Financial Services 3,243.0 $1.1M 0.05% +147.0 +4.8% $340.74 +0.9%
Page 4 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%