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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 14 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SPGI S&P GLOBAL INC Financial Services 1,555.0 $633K 0.03% +74.0 +5.0% $407.28 +7.2%
262 DFUS DIMENSIONAL ETF TRUST 7,682.0 $629K 0.03% $81.94 +2.1%
263 DFUV DIMENSIONAL ETF TRUST 11,412.0 $628K 0.03% +88.0 +0.8% $55.01 +4.4%
264 CCI CROWN CASTLE INC Real Estate 8,273.0 $627K 0.03% -90.0 -1.1% $75.73 -0.3%
265 MCK MCKESSON CORP Healthcare 826.0 $624K 0.03% +17.0 +2.1% $755.78 +18.6%
266 SCCO SOUTHERN COPPER CORP Basic Materials 3,572.0 $622K 0.03% +41.0 +1.2% $174.26 +22.7%
267 PDP INVESCO EXCHANGE TRADED FD T 4,051.0 $615K 0.03% $151.73 -9.9%
268 ISRG INTUITIVE SURGICAL INC Healthcare 1,531.0 $609K 0.03% -222.0 -12.7% $397.75 -6.9%
269 BA BOEING CO Industrials 2,786.0 $603K 0.03% -501.0 -15.2% $216.51 -2.0%
270 SCHW SCHWAB CHARLES CORP Financial Services 6,490.0 $599K 0.03% +169.0 +2.7% $92.27 +18.5%
271 WTAI WISDOMTREE TR 12,605.0 $598K 0.03% -415.0 -3.2% $47.47 -14.0%
272 MTUM ISHARES TR 1,723.0 $591K 0.03% +633.0 +58.1% $342.83 -11.3%
273 GOVT ISHARES TR 25,898.0 $590K 0.03% -1K -5.4% $22.78 -1.0%
274 RSG REPUBLIC SVCS INC Industrials 2,731.0 $582K 0.03% -183.0 -6.3% $213.05 +4.3%
275 AFL AFLAC INC Financial Services 4,904.0 $575K 0.03% +90.0 +1.9% $117.25 +0.2%
276 DE DEERE & CO Industrials 906.0 $575K 0.03% -44.0 -4.6% $634.51 +0.0%
277 KEY KEYCORP Financial Services 24,876.0 $573K 0.03% $23.05 -4.2%
278 JEPI J P MORGAN EXCHANGE TRADED F 10,014.0 $566K 0.03% -677.0 -6.3% $56.48 +3.0%
279 PFFA ETFIS SER TR I 27,203.0 $560K 0.02% +3K +11.4% $20.57 +2.1%
280 FFIV F5 INC Technology 1,335.0 $555K 0.02% $415.96 -3.9%
Page 14 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%