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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 20 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LRGF ISHARES TR 3,747.0 $283K 0.01% $75.63 +3.3%
382 TOTALENERGIES SE 3,636.0 $283K 0.01% +272.0 +8.1% $77.76
383 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 11,052.0 $282K 0.01% $25.55 +0.9%
384 NEM NEWMONT CORP Basic Materials 2,992.0 $279K 0.01% $93.40 +40.8%
385 ED CONSOLIDATED EDISON INC Utilities 2,516.0 $278K 0.01% $110.63 -2.3%
386 SRVR PACER FDS TR 8,610.0 $274K 0.01% -2K -17.8% $31.77 +0.4%
387 COF CAPITAL ONE FINL CORP Financial Services 1,359.0 $273K 0.01% +118.0 +9.5% $200.62 +8.3%
388 PAYX PAYCHEX INC Industrials 2,771.0 $272K 0.01% +93.0 +3.5% $98.34 +27.0%
389 URA GLOBAL X FDS 6,216.0 $272K 0.01% $43.70 +9.9%
390 SLQT SELECTQUOTE INC Financial Services 322,580.0 $271K 0.01% $0.84 -35.3%
391 DLTR DOLLAR TREE INC Consumer Defensive 2,236.0 $270K 0.01% +30.0 +1.4% $120.95 +9.3%
392 CNOB CONNECTONE BANCORP INC Financial Services 8,058.0 $269K 0.01% +52.0 +0.7% $33.44 -4.4%
393 TLT ISHARES TR 3,110.0 $269K 0.01% -77.0 -2.4% $86.41 -3.6%
394 CFG CITIZENS FINL GROUP INC Financial Services 3,825.0 $268K 0.01% $70.07 +0.6%
395 MPLX MPLX LP Energy 4,746.0 $267K 0.01% $56.33 +5.3%
396 SPLV INVESCO EXCH TRADED FD TR II 3,569.0 $267K 0.01% -1K -29.1% $74.90 +1.3%
397 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,600.0 $266K 0.01% $40.23 +16.5%
398 FORTINET INC 1,720.0 $264K 0.01% NEW $153.62
399 O REALTY INCOME CORP Real Estate 4,247.0 $263K 0.01% +831.0 +24.3% $61.96 +0.5%
400 ENTERGY CORP NEW 2,278.0 $262K 0.01% -130.0 -5.4% $114.88
Page 20 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%