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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 9 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AEP AMERICAN ELEC PWR CO INC Utilities 2,833.0 $371K 0.02% -45.0 -1.6% $131.10 -2.2%
162 HYG ISHARES TR 4,629.0 $368K 0.02% -3K -35.2% $79.56 +0.3%
163 SPLV INVESCO EXCH TRADED FD TR II 5,031.0 $368K 0.02% -543.0 -9.7% $73.14 +0.2%
164 WM WASTE MGMT INC DEL Industrials 1,570.0 $361K 0.02% -206.0 -11.6% $229.84 -4.9%
165 MKC MCCORMICK & CO INC Consumer Defensive 7,002.0 $353K 0.02% -2K -20.6% $50.44 -7.8%
166 VDC VANGUARD WORLD FD 1,496.0 $336K 0.02% -188.0 -11.2% $224.63 +1.1%
167 SRVR PACER FDS TR 10,476.0 $327K 0.02% -5K -30.4% $31.22 +7.6%
168 RJF RAYMOND JAMES FINL INC Financial Services 2,137.0 $309K 0.01% -62.0 -2.8% $144.80 +9.7%
169 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 900.0 $304K 0.01% -498.0 -35.6% $337.93 +27.9%
170 CSIQ CANADIAN SOLAR INC Energy 21,900.0 $303K 0.01% -3K -11.2% $13.85 +15.5%
171 AMP AMERIPRISE FINL INC Financial Services 681.0 $303K 0.01% -83.0 -10.9% $444.38 +6.2%
172 XLI SELECT SECTOR SPDR TR 1,861.0 $301K 0.01% -449.0 -19.4% $161.70 +11.1%
173 SU SUNCOR ENERGY INC NEW Energy 4,458.0 $295K 0.01% -1K -22.4% $66.12 -14.9%
174 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 8,020.0 $295K 0.01% -88.0 -1.1% $36.75 +3.4%
175 PRU PRUDENTIAL FINL INC Financial Services 2,940.0 $287K 0.01% -960.0 -24.6% $97.69 +9.5%
176 JAAA JANUS DETROIT STR TR 5,662.0 $285K 0.01% -2K -26.9% $50.37 +0.5%
177 ARES ARES MANAGEMENT CORPORATION Financial Services 2,598.0 $283K 0.01% -919.0 -26.1% $109.10 +17.6%
178 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,364.0 $282K 0.01% -294.0 -6.3% $64.61 +45.7%
179 TLT ISHARES TR 3,187.0 $276K 0.01% -1K -30.2% $86.69 -0.5%
180 CL COLGATE PALMOLIVE CO Consumer Defensive 3,177.0 $271K 0.01% -623.0 -16.4% $85.24 +6.3%
Page 9 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%