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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 13 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IDEV ISHARES TR 8,364.0 $744K 0.03% NEW $89.01 +4.9%
242 SHEL SHELL PLC Energy 9,454.0 $733K 0.03% +50.0 +0.5% $77.54 +17.5%
243 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,527.0 $729K 0.03% +627.0 +69.7% $477.56 -12.5%
244 QYLD GLOBAL X FDS 39,316.0 $725K 0.03% $18.43 -1.5%
245 EFV ISHARES TR 9,455.0 $724K 0.03% $76.55 +7.4%
246 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 8,144.0 $722K 0.03% -465.0 -5.4% $88.60 -36.4%
247 CRWD CROWDSTRIKE HLDGS INC Technology 943.0 $720K 0.03% $190.86 -0.9%
248 CEG CONSTELLATION ENERGY CORP Utilities 2,851.0 $708K 0.03% -218.0 -7.1% $248.34 +12.6%
249 SPHQ INVESCO EXCHANGE TRADED FD T 7,808.0 $704K 0.03% $90.10 -4.0%
250 IEF ISHARES TR 7,329.0 $693K 0.03% -4K -32.5% $94.57 -1.3%
251 VXUS VANGUARD STAR FDS 8,049.0 $688K 0.03% $85.49 +2.7%
252 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 975.0 $686K 0.03% $703.51 -0.7%
253 USB US BANCORP Financial Services 11,292.0 $682K 0.03% -575.0 -4.8% $60.40 +4.0%
254 DOW DOW HLDGS INC Basic Materials 24,706.0 $676K 0.03% $27.36 +10.9%
255 XLY SELECT SECTOR SPDR TR 5,733.0 $672K 0.03% -245.0 -4.1% $117.28 -0.1%
256 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,277.0 $667K 0.03% -250.0 -9.9% $293.12 +4.6%
257 WSFS WSFS FINL CORP Financial Services 8,669.0 $665K 0.03% $76.73 +2.5%
258 WFC WELLS FARGO & CO Financial Services 7,958.0 $658K 0.03% -199.0 -2.4% $82.64 +3.2%
259 LIN LINDE PLC Basic Materials 1,228.0 $637K 0.03% +233.0 +23.4% $518.85 -5.5%
260 LH LABCORP HOLDINGS INC Healthcare 2,264.0 $634K 0.03% $280.01 +19.9%
Page 13 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%