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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 7 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KHC KRAFT HEINZ CO Consumer Defensive 140,440.0 $3.2M 0.15% +8K +5.8% $22.49 +1.5%
122 AMGN AMGEN INC Healthcare 8,882.0 $3.1M 0.15% $351.85 -4.1%
123 IJH ISHARES TR 45,580.0 $3.1M 0.15% -2K -4.9% $67.53 +12.2%
124 AMTM AMENTUM HOLDINGS INC Industrials 116,871.0 $3.0M 0.15% +15K +14.6% $26.08 -16.9%
125 WPM WHEATON PRECIOUS METALS CORP Basic Materials 22,787.0 $3.0M 0.14% -11K -31.9% $131.01 -3.9%
126 MUB ISHARES TR 27,933.0 $3.0M 0.14% +3K +11.2% $106.15 +1.1%
127 IWB ISHARES TR 8,124.0 $2.9M 0.14% $356.56 +14.5%
128 Q QNITY ELECTRONICS INC Technology 24,798.0 $2.9M 0.14% -9K -25.6% $115.38 +46.5%
129 TSLA TESLA INC Consumer Cyclical 7,578.0 $2.8M 0.14% -505.0 -6.2% $371.74 +7.7%
130 HPE HEWLETT PACKARD ENTERPRISE C Technology 117,419.0 $2.8M 0.14% -3K -2.5% $23.81 +99.1%
131 PTNQ PACER FDS TR 37,510.0 $2.7M 0.13% -5K -11.4% $72.96 +22.1%
132 HON HONEYWELL INTL INC Industrials 11,922.0 $2.7M 0.13% -1K -10.0% $226.03 +1.3%
133 DD DUPONT DE NEMOURS INC Basic Materials 57,236.0 $2.6M 0.13% -11K -16.1% $45.80 +4.2%
134 SCHD SCHWAB STRATEGIC TR 83,058.0 $2.5M 0.12% -7K -8.2% $30.68 +3.8%
135 NEE NEXTERA ENERGY INC Utilities 27,310.0 $2.5M 0.12% -630.0 -2.2% $92.88 -6.6%
136 PWR QUANTA SVCS INC Industrials 4,518.0 $2.5M 0.12% +3K +242.3% $549.02 +27.9%
137 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,987.0 $2.5M 0.12% -62.0 -1.2% $491.53 -5.5%
138 IVE ISHARES TR 11,397.0 $2.4M 0.12% -67.0 -0.6% $211.15 +7.2%
139 MTB M & T BK CORP Financial Services 11,610.0 $2.4M 0.12% -406.0 -3.4% $206.72 +8.9%
140 IWM ISHARES TR 9,676.0 $2.4M 0.12% +3K +37.8% $248.01 +19.2%
Page 7 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%