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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 9 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PLTR PALANTIR TECHNOLOGIES INC Technology 10,888.0 $1.6M 0.08% -2K -14.7% $146.28 -12.0%
162 VLO VALERO ENERGY CORP Energy 6,445.0 $1.6M 0.08% +2K +31.7% $247.09 -4.7%
163 AXP AMERICAN EXPRESS CO Financial Services 5,255.0 $1.6M 0.08% +77.0 +1.5% $302.50 +12.4%
164 MMM 3M CO Industrials 10,877.0 $1.6M 0.08% -214.0 -1.9% $145.23 +11.1%
165 QDF FLEXSHARES TR 19,848.0 $1.6M 0.08% $79.09 +13.2%
166 BX BLACKSTONE INC Financial Services 13,530.0 $1.6M 0.07% $114.99 +8.0%
167 ROST ROSS STORES INC Consumer Cyclical 7,115.0 $1.5M 0.07% -57.0 -0.8% $216.63 +8.3%
168 GEV GE VERNOVA INC Utilities 1,757.0 $1.5M 0.07% +134.0 +8.3% $873.12 +25.5%
169 MRSH MARSH & MCLENNAN COS INC Financial Services 8,819.0 $1.5M 0.07% $173.45 -7.1%
170 UNP UNION PAC CORP Industrials 6,300.0 $1.5M 0.07% $242.62 +6.2%
171 DGRW WISDOMTREE TR 17,371.0 $1.5M 0.07% -317.0 -1.8% $87.84 +9.3%
172 IDV ISHARES TR 35,748.0 $1.5M 0.07% +3K +9.7% $42.56 -0.6%
173 BK BANK NEW YORK MELLON CORP Financial Services 12,822.0 $1.5M 0.07% +275.0 +2.2% $118.63 +19.6%
174 FLOT ISHARES TR 29,756.0 $1.5M 0.07% $50.95 +0.1%
175 SCHX SCHWAB STRATEGIC TR 58,354.0 $1.5M 0.07% -310.0 -0.5% $25.64 +15.1%
176 SBUX STARBUCKS CORP Consumer Cyclical 16,330.0 $1.5M 0.07% -623.0 -3.7% $89.59 +13.1%
177 ECL ECOLAB INC Basic Materials 5,454.0 $1.5M 0.07% -842.0 -13.4% $266.02 +1.8%
178 BERKSHIRE HATHAWAY INC DEL 2.0 $1.4M 0.07% $718140.00
179 EPD ENTERPRISE PRODS PARTNERS L Energy 37,725.0 $1.4M 0.07% $37.84 -3.1%
180 VGLT VANGUARD SCOTTSDALE FDS 25,754.0 $1.4M 0.07% +14K +125.6% $55.35 +0.0%
Page 9 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%