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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 17 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XAR SPDR SERIES TRUST 1,465.0 $416K 0.02% -303.0 -17.1% $283.85 -6.1%
322 OMC OMNICOM GROUP INC Communication Services 5,639.0 $411K 0.02% -383.0 -6.4% $72.83 +21.0%
323 CRL CHARLES RIV LABS INTL INC Healthcare 1,809.0 $410K 0.02% $226.79 +31.0%
324 SXI STANDEX INTL CORP Industrials 1,122.0 $401K 0.02% $357.68 -14.2%
325 AEP AMERICAN ELEC PWR CO INC Utilities 2,898.0 $396K 0.02% +65.0 +2.3% $136.80 -9.8%
326 NYF ISHARES TR 7,226.0 $390K 0.02% $53.91 -2.1%
327 BN BROOKFIELD CORP Financial Services 9,074.0 $386K 0.02% +70.0 +0.8% $42.59 -1.6%
328 EXC EXELON CORP Utilities 8,244.0 $384K 0.02% $46.62 -5.0%
329 GRMN GARMIN LTD Technology 1,595.0 $379K 0.02% -9.0 -0.6% $237.54 +21.6%
330 DTE DTE ENERGY CO Utilities 2,478.0 $378K 0.02% $152.36 -9.8%
331 HYG ISHARES TR 4,696.0 $376K 0.02% +67.0 +1.4% $79.97 -0.2%
332 MFC MANULIFE FINL CORP Financial Services 9,267.0 $375K 0.02% -210.0 -2.2% $40.51 +7.1%
333 CMI CUMMINS INC Industrials 526.0 $375K 0.02% -42.0 -7.4% $713.30 -18.8%
334 APH AMPHENOL CORP Technology 2,125.0 $375K 0.02% -518.0 -19.6% $176.32 -8.1%
335 VTES VANGUARD WELLINGTON FD 3,678.0 $373K 0.02% $101.31 -0.4%
336 WRB BERKLEY W R CORP Financial Services 5,282.0 $373K 0.02% -510.0 -8.8% $70.54 -2.5%
337 FIW FIRST TR EXCHANGE-TRADED FD 3,397.0 $372K 0.02% -464.0 -12.0% $109.52 +1.3%
338 QTUM ETF SER SOLUTIONS 2,248.0 $372K 0.02% NEW $165.38 -10.1%
339 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,057.0 $370K 0.02% -307.0 -7.0% $91.20 -18.9%
340 CDNS CADENCE DESIGN SYSTEM INC Technology 984.0 $369K 0.02% +76.0 +8.4% $375.32 -10.8%
Page 17 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%