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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 7 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ISRG INTUITIVE SURGICAL INC Healthcare 1,753.0 $808K 0.04% -608.0 -25.8% $461.06 -12.8%
122 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,694.0 $751K 0.04% -38.0 -1.0% $203.18 +7.7%
123 GWW WW GRAINGER INC Industrials 686.0 $748K 0.04% -12.0 -1.7% $1090.01 +20.3%
124 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,527.0 $734K 0.04% -149.0 -5.6% $290.51 -3.0%
125 SLB SLB LIMITED Energy 14,202.0 $730K 0.04% -172.0 -1.2% $51.39 -2.1%
126 IGSB ISHARES TR 13,116.0 $689K 0.03% -4K -21.4% $52.56 -0.7%
127 TT TRANE TECHNOLOGIES PLC Industrials 1,645.0 $686K 0.03% -467.0 -22.1% $416.80 +13.4%
128 UPRO PROSHARES TR 7,029.0 $682K 0.03% -900.0 -11.3% $96.98 +43.1%
129 BA BOEING CO Industrials 3,287.0 $654K 0.03% -4K -54.3% $199.06 +13.3%
130 SHOP SHOPIFY INC Technology 5,496.0 $652K 0.03% -1K -15.9% $118.61 -8.9%
131 BITB BITWISE BITCOIN ETF TR Financial Services 17,506.0 $644K 0.03% -2K -9.4% $36.81 -5.3%
132 RSG REPUBLIC SVCS INC Industrials 2,914.0 $638K 0.03% -18.0 -0.6% $218.99 -5.3%
133 GOVT ISHARES TR 27,377.0 $627K 0.03% -5K -16.0% $22.91 -1.0%
134 USB US BANCORP Financial Services 11,867.0 $617K 0.03% -1K -9.0% $52.01 +11.3%
135 SCCO SOUTHERN COPPER CORP Basic Materials 3,531.0 $608K 0.03% -1K -27.1% $172.06 +11.4%
136 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 975.0 $601K 0.03% -78.0 -7.4% $616.90 +11.2%
137 SCHW SCHWAB CHARLES CORP Financial Services 6,321.0 $594K 0.03% -52.0 -0.8% $93.97 +0.6%
138 WSFS WSFS FINL CORP Financial Services 8,663.0 $567K 0.03% -9K -50.5% $65.46 +13.8%
139 XLU SELECT SECTOR SPDR TR 11,886.0 $545K 0.03% -856.0 -6.7% $45.89 -3.1%
140 DE DEERE & CO Industrials 950.0 $535K 0.03% -117.0 -11.0% $563.55 +4.4%
Page 7 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%