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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 16 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EXC EXELON CORP Utilities 8,234.0 $404K 0.02% +2K +37.4% $49.02 -7.1%
302 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,041.0 $400K 0.02% $196.05 +7.8%
303 FIW FIRST TR EXCHANGE-TRADED FD 3,861.0 $398K 0.02% -840.0 -17.9% $103.14 +1.7%
304 TGT TARGET CORP Consumer Defensive 3,285.0 $398K 0.02% -630.0 -16.1% $121.19 +5.5%
305 MBB ISHARES TR 4,111.0 $390K 0.02% +2K +93.1% $94.96 -0.8%
306 ITW ILLINOIS TOOL WKS INC Industrials 1,495.0 $389K 0.02% -79.0 -5.0% $260.36 +0.7%
307 FFIV F5 INC Technology 1,335.0 $386K 0.02% +21.0 +1.6% $289.33 +33.0%
308 NDSN NORDSON CORP Industrials 1,448.0 $385K 0.02% $266.07 +9.1%
309 SCHG SCHWAB STRATEGIC TR 13,204.0 $385K 0.02% +5K +63.5% $29.13 +14.9%
310 WRB BERKLEY W R CORP Financial Services 5,792.0 $384K 0.02% -807.0 -12.2% $66.28 +3.1%
311 NYF ISHARES TR 7,226.0 $384K 0.02% $53.12 +1.0%
312 SMIN ISHARES TR 6,387.0 $383K 0.02% -192.0 -2.9% $59.96 +14.0%
313 XLF SELECT SECTOR SPDR TR 7,647.0 $378K 0.02% +512.0 +7.2% $49.37 +9.5%
314 SCHV SCHWAB STRATEGIC TR 12,365.0 $377K 0.02% $30.50 +12.7%
315 GRMN GARMIN LTD Technology 1,604.0 $372K 0.02% $232.01 -0.1%
316 VTES VANGUARD WELLINGTON FD 3,678.0 $372K 0.02% +195.0 +5.6% $101.14 -0.0%
317 AEP AMERICAN ELEC PWR CO INC Utilities 2,833.0 $371K 0.02% -45.0 -1.6% $131.10 -2.2%
318 CRWD CROWDSTRIKE HLDGS INC Technology 944.0 $369K 0.02% +55.0 +6.2% $390.56 +74.9%
319 HAL HALLIBURTON CO Energy 9,456.0 $369K 0.02% $38.99 -7.1%
320 HYG ISHARES TR 4,629.0 $368K 0.02% -3K -35.2% $79.56 +0.3%
Page 16 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%