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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 22 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VNQ VANGUARD INDEX FDS 2,332.0 $207K 0.01% -163.0 -6.5% $88.68 +7.8%
422 PPG PPG INDS INC Basic Materials 1,924.0 $206K 0.01% -445.0 -18.8% $106.88 +9.6%
423 MAR MARRIOTT INTL INC NEW Consumer Cyclical 628.0 $205K 0.01% NEW $327.07 +20.6%
424 USMV ISHARES TR 2,198.0 $204K 0.01% NEW $92.75 +2.1%
425 SLQT SELECTQUOTE INC Financial Services 322,580.0 $203K 0.01% $0.63 +58.6%
426 CAC CAMDEN NATL CORP Financial Services 4,274.0 $203K 0.01% NEW $47.45 +8.1%
427 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 12,198.0 $195K 0.01% $16.00 +2.9%
428 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 11,820.0 $191K 0.01% -382.0 -3.1% $16.17 -1.3%
429 FS SPECIALTY LENDING FD 15,177.0 $190K 0.01% $12.51
430 VLYPN VALLEY NATL BANCORP Financial Services 14,914.0 $183K 0.01% -195.0 -1.3% $12.28 +109.8%
431 PDBC INVESCO ACTVELY MNGD ETC FD 10,124.0 $175K 0.01% -584.0 -5.5% $17.32 -4.5%
432 GNL GLOBAL NET LEASE INC Real Estate 18,328.0 $172K 0.01% -519.0 -2.8% $9.36 -2.6%
433 RIG TRANSOCEAN LTD Energy 18,010.0 $119K 0.01% NEW $6.63 -15.8%
434 ASM AVINO SILVER & GOLD MINES LT Basic Materials 12,050.0 $76K 0.00% $6.32 +8.1%
435 PHK PIMCO HIGH INCOME FD Financial Services 11,277.0 $52K 0.00% -1K -9.1% $4.63 -1.7%
436 TE T1 ENERGY INC Industrials 10,000.0 $44K 0.00% $4.39 +105.9%
437 AMPG AMPLITECH GROUP INC Technology 14,775.0 $28K 0.00% $1.90 +410.5%
438 CGTX COGNITION THERAPEUTICS INC Healthcare 29,050.0 $22K 0.00% $0.76 +87.0%
Page 22 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%