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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 5 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ITA ISHARES TR 8,804.0 $1.9M 0.09% -541.0 -5.8% $218.74 +11.0%
82 VGT VANGUARD WORLD FD 2,742.0 $1.9M 0.09% -340.0 -11.0% $697.78 -83.2%
83 CTVA CORTEVA INC Basic Materials 22,841.0 $1.9M 0.09% -4K -14.1% $83.71 -7.6%
84 GE GE AEROSPACE Industrials 6,580.0 $1.9M 0.09% -72.0 -1.1% $283.76 +25.8%
85 ABBV ABBVIE INC Healthcare 8,553.0 $1.9M 0.09% -564.0 -6.2% $217.49 +1.7%
86 BKNG BOOKING HOLDINGS INC Consumer Cyclical 414.0 $1.7M 0.09% -11.0 -2.6% $4210.32 -95.9%
87 PLTR PALANTIR TECHNOLOGIES INC Technology 10,888.0 $1.6M 0.08% -2K -14.7% $146.28 -10.7%
88 MMM 3M CO Industrials 10,877.0 $1.6M 0.08% -214.0 -1.9% $145.23 +9.6%
89 ROST ROSS STORES INC Consumer Cyclical 7,115.0 $1.5M 0.07% -57.0 -0.8% $216.63 +7.7%
90 DGRW WISDOMTREE TR 17,371.0 $1.5M 0.07% -317.0 -1.8% $87.84 +8.6%
91 SCHX SCHWAB STRATEGIC TR 58,354.0 $1.5M 0.07% -310.0 -0.5% $25.64 +13.8%
92 SBUX STARBUCKS CORP Consumer Cyclical 16,330.0 $1.5M 0.07% -623.0 -3.7% $89.59 +11.4%
93 ECL ECOLAB INC Basic Materials 5,454.0 $1.5M 0.07% -842.0 -13.4% $266.02 +1.1%
94 PFE PFIZER INC Healthcare 50,715.0 $1.4M 0.07% -29K -36.1% $28.08 -7.7%
95 CRM SALESFORCE INC Technology 7,617.0 $1.4M 0.07% -160.0 -2.1% $186.67 -17.0%
96 IWN ISHARES TR 7,461.0 $1.4M 0.07% -153.0 -2.0% $189.59 +12.7%
97 DGRO ISHARES TR 20,072.0 $1.4M 0.07% -4K -17.1% $70.18 +6.9%
98 EMR EMERSON ELEC CO Industrials 10,681.0 $1.4M 0.07% -1K -11.4% $131.02 +13.7%
99 WMT WALMART INC Consumer Defensive 11,197.0 $1.4M 0.07% -1K -10.1% $124.28 -2.6%
100 IEI ISHARES TR 11,638.0 $1.4M 0.07% -722.0 -5.8% $118.60 -1.4%
Page 5 of 11  ·  207 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%