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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 8 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 4,419.0 $221K 0.01% +88.0 +2.0% $50.09 +7.9%
142 HDV ISHARES TR 8,072.0 $221K 0.01% +7K +414.5% $27.41 +8.8%
143 BMI BADGER METER INC Technology 1,407.0 $209K 0.01% +23.0 +1.7% $148.38 -8.1%
144 RIG TRANSOCEAN LTD Energy 21,910.0 $107K 0.01% +4K +21.6% $4.89 +17.6%
Page 8 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%