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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 11 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GWX SPDR INDEX SHS FDS 28,662.0 $1.3M 0.06% -2K -5.1% $43.76 +6.7%
202 EMB ISHARES TR 12,943.0 $1.2M 0.05% +4K +47.0% $96.44 -1.2%
203 PLTR PALANTIR TECHNOLOGIES INC Technology 10,588.0 $1.2M 0.05% -300.0 -2.8% $116.67 +52.1%
204 PFE PFIZER INC Healthcare 49,991.0 $1.2M 0.05% -724.0 -1.4% $24.08 +17.5%
205 VO VANGUARD INDEX FDS 14,617.0 $1.2M 0.05% +11K +290.9% $80.57 +3.2%
206 CRM SALESFORCE INC Technology 7,301.0 $1.1M 0.05% -316.0 -4.2% $156.66 +31.3%
207 WMT WALMART INC Consumer Defensive 10,069.0 $1.1M 0.05% -1K -10.1% $113.26 -7.9%
208 SUB ISHARES TR 10,450.0 $1.1M 0.05% $106.47 -0.1%
209 SYK STRYKER CORPORATION Healthcare 3,529.0 $1.1M 0.05% +73.0 +2.1% $314.86 +4.7%
210 CB CHUBB LIMITED Financial Services 3,243.0 $1.1M 0.05% +147.0 +4.8% $340.74 +0.9%
211 VANGUARD MUN BD FDS 10,872.0 $1.1M 0.05% $100.80
212 PNC PNC FINL SVCS GROUP INC Financial Services 4,418.0 $1.1M 0.05% +314.0 +7.7% $246.22 -0.6%
213 EOG EOG RES INC Energy 8,190.0 $1.1M 0.05% -148.0 -1.8% $129.73 +11.6%
214 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 20,785.0 $1.1M 0.05% +1K +5.7% $51.05 +33.8%
215 VTIP VANGUARD MALVERN FDS 20,935.0 $1.1M 0.05% +2K +10.3% $50.23 -0.8%
216 LMT LOCKHEED MARTIN CORP Industrials 2,032.0 $1.0M 0.04% $509.51 +11.0%
217 QCOM QUALCOMM INC Technology 5,584.0 $1.0M 0.04% +98.0 +1.8% $184.80 -11.4%
218 HSY HERSHEY CO Consumer Defensive 5,789.0 $1.0M 0.04% -42.0 -0.7% $175.44 +5.7%
219 SO SOUTHERN CO Utilities 10,610.0 $1.0M 0.04% $95.71 -6.2%
220 SCHY SCHWAB STRATEGIC TR 31,634.0 $1.0M 0.04% $31.73 +5.9%
Page 11 of 23  ·  457 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%