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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 17 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SPLV INVESCO EXCH TRADED FD TR II 5,031.0 $368K 0.02% -543.0 -9.7% $73.14 +0.2%
322 WTAI WISDOMTREE TR 13,020.0 $368K 0.02% $28.23 +59.5%
323 BN BROOKFIELD CORP Financial Services 9,004.0 $364K 0.02% $40.47 +10.6%
324 UYG PROSHARES TR 4,945.0 $363K 0.02% $73.41 +18.0%
325 IXN ISHARES TR 3,629.0 $363K 0.02% $99.97 +41.1%
326 DTE DTE ENERGY CO Utilities 2,476.0 $362K 0.02% +36.0 +1.5% $146.24 +0.6%
327 WM WASTE MGMT INC DEL Industrials 1,570.0 $361K 0.02% -206.0 -11.6% $229.84 -4.9%
328 CVS CVS HEALTH CORP Healthcare 5,003.0 $359K 0.02% +1K +29.4% $71.82 +38.1%
329 LII LENNOX INTL INC Industrials 769.0 $357K 0.02% +99.0 +14.8% $464.13 +11.2%
330 MKC MCCORMICK & CO INC Consumer Defensive 7,002.0 $353K 0.02% -2K -20.6% $50.44 -7.8%
331 L LOEWS CORP Financial Services 3,220.0 $344K 0.02% $106.74 +0.9%
332 CNM CORE & MAIN INC Industrials 6,954.0 $344K 0.02% +478.0 +7.4% $49.40 -6.0%
333 BRC BRADY CORP Industrials 4,201.0 $341K 0.02% $81.23 +2.7%
334 VDC VANGUARD WORLD FD 1,496.0 $336K 0.02% -188.0 -11.2% $224.63 +1.1%
335 APH AMPHENOL CORP Technology 2,643.0 $334K 0.02% +729.0 +38.1% $126.35 +27.5%
336 SIL GLOBAL X FDS 3,661.0 $330K 0.02% $90.08 -4.6%
337 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,434.0 $330K 0.02% +220.0 +4.2% $60.65 -8.9%
338 CCJ CAMECO CORP Energy 3,023.0 $328K 0.02% +69.0 +2.3% $108.61 -2.7%
339 DFIV DIMENSIONAL ETF TRUST 6,210.0 $328K 0.02% $52.78 +5.0%
340 SRVR PACER FDS TR 10,476.0 $327K 0.02% -5K -30.4% $31.22 +7.6%
Page 17 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%