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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 12 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SHEL SHELL PLC Energy 9,404.0 $875K 0.04% +132.0 +1.4% $93.00 -13.6%
222 DBEF DBX ETF TR 17,540.0 $866K 0.04% -5K -22.3% $49.40 +9.6%
223 CEG CONSTELLATION ENERGY CORP Utilities 3,069.0 $857K 0.04% +744.0 +32.0% $279.25 -4.3%
224 PNC PNC FINL SVCS GROUP INC Financial Services 4,104.0 $854K 0.04% +1K +56.4% $208.11 +12.0%
225 EFG ISHARES TR 7,621.0 $849K 0.04% +241.0 +3.3% $111.38 +10.8%
226 EMB ISHARES TR 8,802.0 $827K 0.04% +3K +59.6% $93.93 +2.5%
227 ISRG INTUITIVE SURGICAL INC Healthcare 1,753.0 $808K 0.04% -608.0 -25.8% $461.06 -12.8%
228 HCA HCA HEALTHCARE INC Healthcare 1,598.0 $756K 0.04% NEW $473.24 -18.0%
229 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,694.0 $751K 0.04% -38.0 -1.0% $203.18 +7.7%
230 GWW WW GRAINGER INC Industrials 686.0 $748K 0.04% -12.0 -1.7% $1090.01 +20.3%
231 VB VANGUARD INDEX FDS 2,815.0 $737K 0.04% +16.0 +0.6% $261.95 +11.9%
232 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,527.0 $734K 0.04% -149.0 -5.6% $290.51 -3.0%
233 SLB SLB LIMITED Energy 14,202.0 $730K 0.04% -172.0 -1.2% $51.39 -2.1%
234 PTMC PACER FDS TR 19,738.0 $722K 0.04% +3K +21.5% $36.57 +11.3%
235 QCOM QUALCOMM INC Technology 5,486.0 $707K 0.03% +530.0 +10.7% $128.79 +65.4%
236 EFV ISHARES TR 9,455.0 $703K 0.03% +570.0 +6.4% $74.35 +3.3%
237 MCK MCKESSON CORP Healthcare 809.0 $700K 0.03% +47.0 +6.2% $865.38 -9.9%
238 IGSB ISHARES TR 13,116.0 $689K 0.03% -4K -21.4% $52.56 -0.7%
239 TT TRANE TECHNOLOGIES PLC Industrials 1,645.0 $686K 0.03% -467.0 -22.1% $416.80 +13.4%
240 UPRO PROSHARES TR 7,029.0 $682K 0.03% -900.0 -11.3% $96.98 +43.1%
Page 12 of 22  ·  438 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%