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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 9 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BKNG BOOKING HOLDINGS INC Consumer Cyclical 10,166.0 $1.8M 0.08% +10K +2355.6% $178.24 +17.2%
162 QDF FLEXSHARES TR 19,848.0 $1.8M 0.08% $89.92 +2.9%
163 BK BANK OF NY MELLON CORP Financial Services 12,208.0 $1.8M 0.08% -614.0 -4.8% $144.61 -0.6%
164 AXP AMERICAN EXPRESS CO Financial Services 5,117.0 $1.7M 0.07% -138.0 -2.6% $338.24 -0.6%
165 UNP UNION PAC CORP Industrials 6,251.0 $1.7M 0.07% -49.0 -0.8% $272.00 +14.2%
166 SNDK SANDISK CORP Technology 741.0 $1.7M 0.07% $2273.73 -34.1%
167 VLO VALERO ENERGY CORP Energy 6,451.0 $1.7M 0.07% $260.44 +33.6%
168 MMM 3M CO Industrials 10,360.0 $1.7M 0.07% -517.0 -4.8% $161.90 +11.2%
169 SCHX SCHWAB STRATEGIC TR 56,711.0 $1.7M 0.07% -2K -2.8% $29.43 +2.7%
170 RSPT INVESCO EXCHANGE TRADED FD T 25,538.0 $1.6M 0.07% -2K -5.8% $64.50 -0.8%
171 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 2,200.0 $1.6M 0.07% NEW $746.77 +2.6%
172 DGRO ISHARES TR 21,655.0 $1.6M 0.07% +2K +7.9% $75.79 +5.2%
173 VGLT VANGUARD SCOTTSDALE FDS 29,415.0 $1.6M 0.07% +4K +14.2% $55.18 -3.1%
174 DGRW WISDOMTREE TR 16,888.0 $1.6M 0.07% -483.0 -2.8% $95.62 +3.8%
175 BX BLACKSTONE INC Financial Services 13,604.0 $1.6M 0.07% +74.0 +0.6% $117.67 +21.7%
176 IWN ISHARES TR 7,080.0 $1.6M 0.07% -381.0 -5.1% $221.22 +1.4%
177 SBUX STARBUCKS CORP Consumer Cyclical 15,173.0 $1.6M 0.07% -1K -7.1% $102.19 +6.2%
178 USHY ISHARES TR 41,641.0 $1.5M 0.07% +9K +29.2% $37.02 -0.2%
179 ETN EATON CORP PLC Industrials 3,601.0 $1.5M 0.07% -317.0 -8.1% $426.12 -1.6%
180 ECL ECOLAB INC Basic Materials 5,478.0 $1.5M 0.07% $278.61 +4.3%
Page 9 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%