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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 19 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TD TORONTO DOMINION BK ONT Financial Services 2,622.0 $318K 0.01% +23.0 +0.9% $121.43 -1.5%
362 XLI SELECT SECTOR SPDR TR 1,705.0 $316K 0.01% -156.0 -8.4% $185.21 -2.6%
363 IESC IES HOLDINGS INC Industrials 428.0 $314K 0.01% NEW $734.66 -55.8%
364 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 8,020.0 $313K 0.01% $39.05 +1.5%
365 AMP AMERIPRISE FINL INC Financial Services 682.0 $313K 0.01% $458.79 +21.9%
366 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,366.0 $309K 0.01% -68.0 -1.2% $57.62 +17.0%
367 CCJ CAMECO CORP Energy 3,032.0 $309K 0.01% $101.86 +5.4%
368 CL COLGATE PALMOLIVE CO Consumer Defensive 3,354.0 $308K 0.01% +177.0 +5.6% $91.69 +0.5%
369 ASML ASML HLDG NV Technology 154.0 $307K 0.01% NEW $1995.40 -12.4%
370 WM WASTE MGMT INC DEL Industrials 1,362.0 $303K 0.01% -208.0 -13.2% $222.83 -0.6%
371 VBK VANGUARD INDEX FDS 826.0 $302K 0.01% $365.67 -2.7%
372 FV FIRST TR EXCHANGE TRADED FD 3,980.0 $302K 0.01% $75.88 -2.8%
373 RIO RIO TINTO PLC Basic Materials 3,176.0 $301K 0.01% $94.92 +10.6%
374 ASTS AST SPACEMOBILE INC Technology 3,363.0 $299K 0.01% -49.0 -1.4% $88.85 -32.8%
375 GD GENERAL DYNAMICS CORP Industrials 827.0 $293K 0.01% +50.0 +6.4% $354.21 +7.4%
376 TECH BIO-TECHNE CORP Healthcare 4,141.0 $293K 0.01% +155.0 +3.9% $70.65 +2.4%
377 SHYD VANECK ETF TRUST 12,596.0 $288K 0.01% -749.0 -5.6% $22.90 -1.1%
378 VDC VANGUARD WORLD FD 1,267.0 $286K 0.01% -229.0 -15.3% $225.51 +3.4%
379 ARES ARES MANAGEMENT CORPORATION Financial Services 2,563.0 $285K 0.01% -35.0 -1.4% $111.31 +29.3%
380 SIL GLOBAL X FDS 3,661.0 $284K 0.01% $77.46 +30.2%
Page 19 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%