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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 8 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHD SCHWAB STRATEGIC TR 82,038.0 $2.6M 0.11% -1K -1.2% $31.71 +10.7%
142 IVE ISHARES TR 11,417.0 $2.6M 0.11% $227.07 +4.7%
143 DUPONT DE NEMOURS INC 18,898.0 $2.6M 0.11% NEW $135.64
144 GE GE AEROSPACE Industrials 6,828.0 $2.6M 0.11% +248.0 +3.8% $373.75 -5.3%
145 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,936.0 $2.5M 0.11% -51.0 -1.0% $501.36 +26.2%
146 NEE NEXTERA ENERGY INC Utilities 27,475.0 $2.4M 0.10% +165.0 +0.6% $87.77 -4.0%
147 HPQ HP INC Technology 107,727.0 $2.4M 0.10% $21.94 +35.8%
148 WAT WATERS CORP Healthcare 6,268.0 $2.4M 0.10% +354.0 +6.0% $375.07 +10.1%
149 MO ALTRIA GROUP INC Consumer Defensive 31,060.0 $2.2M 0.10% -343.0 -1.1% $71.95 -4.2%
150 ABBV ABBVIE INC Healthcare 8,879.0 $2.2M 0.10% +326.0 +3.8% $251.63 +3.9%
151 SYY SYSCO CORP Consumer Defensive 26,600.0 $2.2M 0.10% -65K -70.9% $83.58 -0.2%
152 GEV GE VERNOVA INC Utilities 1,891.0 $2.2M 0.10% +134.0 +7.6% $1175.16 -19.6%
153 WPM WHEATON PRECIOUS METALS CORP Basic Materials 18,795.0 $2.1M 0.09% -4K -17.5% $112.32 +39.3%
154 ITA ISHARES TR 8,525.0 $2.1M 0.09% -279.0 -3.2% $242.43 -2.6%
155 GPC GENUINE PARTS CO Consumer Cyclical 16,621.0 $2.0M 0.09% -2K -10.9% $117.98 +17.6%
156 CTVA CORTEVA INC Basic Materials 22,889.0 $1.9M 0.08% $84.69 -1.9%
157 CHD CHURCH & DWIGHT CO INC Consumer Defensive 20,000.0 $1.9M 0.08% -714.0 -3.5% $96.88 +6.0%
158 VGSH VANGUARD SCOTTSDALE FDS 33,170.0 $1.9M 0.08% +4K +13.1% $58.20 -0.1%
159 MLM MARTIN MARIETTA MATLS INC Basic Materials 3,248.0 $1.9M 0.08% $576.70 -7.6%
160 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 22,874.0 $1.9M 0.08% -2K -9.5% $81.16 -8.8%
Page 8 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%