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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 14 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 975.0 $601K 0.03% -78.0 -7.4% $616.90 +11.2%
262 SCHW SCHWAB CHARLES CORP Financial Services 6,321.0 $594K 0.03% -52.0 -0.8% $93.97 +0.6%
263 SPHQ INVESCO EXCHANGE TRADED FD T 7,808.0 $587K 0.03% $75.19 +17.4%
264 WSFS WSFS FINL CORP Financial Services 8,663.0 $567K 0.03% -9K -50.5% $65.46 +13.8%
265 DFUV DIMENSIONAL ETF TRUST 11,324.0 $549K 0.03% $48.46 +12.1%
266 XLU SELECT SECTOR SPDR TR 11,886.0 $545K 0.03% -856.0 -6.7% $45.89 -3.1%
267 DFUS DIMENSIONAL ETF TRUST 7,682.0 $545K 0.03% $70.91 +14.3%
268 DE DEERE & CO Industrials 950.0 $535K 0.03% -117.0 -11.0% $563.55 +4.4%
269 AFL AFLAC INC Financial Services 4,814.0 $528K 0.03% NEW $109.70 +6.0%
270 IQDF FLEXSHARES TR 16,618.0 $526K 0.03% $31.67 +11.2%
271 CACI CACI INTL INC Technology 957.0 $520K 0.03% $543.87 -9.0%
272 WY WEYERHAEUSER CO Real Estate 20,850.0 $509K 0.03% $24.43 +1.5%
273 SMH VANECK ETF TRUST 1,323.0 $507K 0.03% +126.0 +10.5% $383.31 +62.8%
274 KEY KEYCORP Financial Services 24,877.0 $499K 0.02% +10K +63.0% $20.05 +12.7%
275 LSCC LATTICE SEMICONDUCTOR CORP Technology 5,365.0 $498K 0.02% -71.0 -1.3% $92.76 +50.8%
276 PFFA ETFIS SER TR I 24,408.0 $497K 0.02% +4K +18.9% $20.36 +4.6%
277 XLC SELECT SECTOR SPDR TR 4,479.0 $497K 0.02% -5K -51.4% $110.87 -1.5%
278 LIN LINDE PLC Basic Materials 995.0 $493K 0.02% +78.0 +8.5% $495.58 +4.1%
279 VBR VANGUARD INDEX FDS 2,260.0 $491K 0.02% $217.30 +9.0%
280 PDP INVESCO EXCHANGE TRADED FD T 4,051.0 $489K 0.02% $120.74 +23.4%
Page 14 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%