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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 6 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PTLC PACER FDS TR 91,034.0 $5.3M 0.23% -2K -2.6% $58.26 +2.5%
102 AWK AMERICAN WTR WKS CO INC NEW Utilities 40,270.0 $5.3M 0.23% +372.0 +0.9% $131.58 +4.5%
103 HPE HEWLETT PACKARD ENTERPRISE C Technology 117,419.0 $5.3M 0.23% $45.11 +19.5%
104 AZN ASTRAZENECA PLC Healthcare 27,799.0 $5.3M 0.23% $189.60 -12.3%
105 MA MASTERCARD INCORPORATED Financial Services 10,118.0 $5.2M 0.23% -240.0 -2.3% $513.58 +16.1%
106 VWO VANGUARD INTL EQUITY INDEX F 82,533.0 $4.9M 0.21% -9K -9.7% $59.69 +1.8%
107 IWM ISHARES TR 15,367.0 $4.6M 0.20% +6K +58.8% $300.44 -0.6%
108 VTV VANGUARD INDEX FDS 20,701.0 $4.5M 0.20% +737.0 +3.7% $217.93 +4.2%
109 VCIT VANGUARD SCOTTSDALE FDS 54,538.0 $4.5M 0.20% +285.0 +0.5% $82.65 -1.4%
110 SNA SNAP ON INC Industrials 10,969.0 $4.4M 0.19% +193.0 +1.8% $402.41 -1.0%
111 AMH AMERICAN HOMES 4 RENT Real Estate 131,313.0 $4.4M 0.19% NEW $33.52 +3.1%
112 A AGILENT TECHNOLOGIES INC Healthcare 32,301.0 $4.3M 0.19% $132.83 +15.6%
113 IJH ISHARES TR 54,649.0 $4.2M 0.18% +9K +19.9% $77.11 -0.7%
114 PM PHILIP MORRIS INTL INC Consumer Defensive 22,964.0 $4.2M 0.18% $180.91 +8.2%
115 LLY ELI LILLY & CO Healthcare 3,407.0 $4.1M 0.18% -27.0 -0.8% $1199.48 +1.2%
116 LRCX LAM RESEARCH CORP Technology 9,249.0 $4.0M 0.17% -349.0 -3.6% $433.31 -27.9%
117 Q QNITY ELECTRONICS INC Technology 23,983.0 $3.9M 0.17% -815.0 -3.3% $163.31 -22.7%
118 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,113.0 $3.8M 0.17% -39.0 -0.9% $935.48 +2.1%
119 BR BROADRIDGE FINL SOLUTIONS IN Technology 28,001.0 $3.8M 0.17% -1K -4.1% $136.95 +32.7%
120 IAU ISHARES GOLD TR Financial Services 48,949.0 $3.7M 0.16% -316.0 -0.6% $75.51 +14.3%
Page 6 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%