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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 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CHD CHURCH & DWIGHT CO INC Consumer Defensive 20,000.0 $1.9M 0.08% -714.0 -3.5% $96.88 +5.9%
62 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 22,874.0 $1.9M 0.08% -2K -9.5% $81.16 -8.5%
63 BK BANK OF NY MELLON CORP Financial Services 12,208.0 $1.8M 0.08% -614.0 -4.8% $144.61 -1.9%
64 AXP AMERICAN EXPRESS CO Financial Services 5,117.0 $1.7M 0.07% -138.0 -2.6% $338.24 -0.7%
65 UNP UNION PAC CORP Industrials 6,251.0 $1.7M 0.07% -49.0 -0.8% $272.00 +15.1%
66 MMM 3M CO Industrials 10,360.0 $1.7M 0.07% -517.0 -4.8% $161.90 +11.5%
67 SCHX SCHWAB STRATEGIC TR 56,711.0 $1.7M 0.07% -2K -2.8% $29.43 +2.7%
68 RSPT INVESCO EXCHANGE TRADED FD T 25,538.0 $1.6M 0.07% -2K -5.8% $64.50 -1.1%
69 DGRW WISDOMTREE TR 16,888.0 $1.6M 0.07% -483.0 -2.8% $95.62 +4.0%
70 IWN ISHARES TR 7,080.0 $1.6M 0.07% -381.0 -5.1% $221.22 +1.7%
71 SBUX STARBUCKS CORP Consumer Cyclical 15,173.0 $1.6M 0.07% -1K -7.1% $102.19 +4.8%
72 ETN EATON CORP PLC Industrials 3,601.0 $1.5M 0.07% -317.0 -8.1% $426.12 -2.2%
73 CAT CATERPILLAR INC Industrials 1,411.0 $1.5M 0.07% -238.0 -14.4% $1064.66 -23.0%
74 EMR EMERSON ELEC CO Industrials 10,397.0 $1.5M 0.07% -284.0 -2.7% $143.15 +10.2%
75 IDV ISHARES TR 35,558.0 $1.5M 0.06% -190.0 -0.5% $41.43 +8.7%
76 BAC BANK OF AMER CORP Financial Services 25,602.0 $1.5M 0.06% -543.0 -2.1% $56.98 +9.1%
77 ROST ROSS STORES INC Consumer Cyclical 6,637.0 $1.4M 0.06% -478.0 -6.7% $212.85 +13.2%
78 FLOT ISHARES TR 26,701.0 $1.4M 0.06% -3K -10.3% $51.05 -0.0%
79 IEI ISHARES TR 11,083.0 $1.3M 0.06% -555.0 -4.8% $117.45 -0.7%
80 DIS DISNEY WALT CO Communication Services 13,246.0 $1.3M 0.06% -536.0 -3.9% $96.25 +14.9%
Page 4 of 9  ·  163 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%