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Portfolio (Quarterly) Guide ↗

GREAT VALLEY ADVISOR GROUP, INC.

· CIK 0001769897
13F Portfolio $5.2B AUM 944 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 70 New 422 Added 344 Reduced 49 Exited
Page 10 of 22  ·  422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ED CONSOLIDATED EDISON INC Utilities 25,561.0 $2.5M 0.05% +1K +6.2% $99.32 +8.1%
182 SHOP SHOPIFY INC Technology 15,460.0 $2.5M 0.05% +436.0 +2.9% $160.94 -34.8%
183 XLE SELECT SECTOR SPDR TR 55,544.0 $2.5M 0.05% +29K +106.4% $44.71 +32.2%
184 BKR BAKER HUGHES COMPANY Energy 53,188.0 $2.4M 0.05% +41K +345.2% $45.54 +44.5%
185 DE DEERE & CO Industrials 5,117.0 $2.4M 0.05% +299.0 +6.2% $465.45 +14.2%
186 VGT VANGUARD WORLD FD 3,142.0 $2.4M 0.05% +580.0 +22.6% $753.73 -84.8%
187 GRID FIRST TR EXCHANGE TRADED FD 15,422.0 $2.4M 0.04% +568.0 +3.8% $153.01 +24.8%
188 CAVA CAVA GROUP INC Consumer Cyclical 39,960.0 $2.3M 0.04% +5K +15.2% $58.70 +38.5%
189 CGSM CAPITAL GRP FIXED INCM ETF T 88,842.0 $2.3M 0.04% +23K +34.4% $26.34 -0.3%
190 VYM VANGUARD WHITEHALL FDS 16,225.0 $2.3M 0.04% +5K +40.3% $143.51 +9.6%
191 MDT MEDTRONIC PLC Healthcare 24,212.0 $2.3M 0.04% +785.0 +3.4% $96.06 -18.6%
192 WFC WELLS FARGO CO NEW Financial Services 24,890.0 $2.3M 0.04% +1K +5.8% $93.20 -18.7%
193 STZ CONSTELLATION BRANDS INC Consumer Defensive 16,190.0 $2.2M 0.04% +4K +32.0% $137.96 +9.6%
194 IBIT ISHARES BITCOIN TRUST ETF Financial Services 44,739.0 $2.2M 0.04% +7K +18.7% $49.64 -11.4%
195 CGXU CAPITAL GROUP INTL FOCUS EQT 75,037.0 $2.2M 0.04% +3K +3.5% $29.54 +13.6%
196 EQWL INVESCO EXCHANGE TRADED FD T 18,454.0 $2.2M 0.04% +3K +21.9% $118.16 +5.7%
197 EFG ISHARES TR 19,002.0 $2.2M 0.04% +1K +5.8% $113.94 +6.6%
198 LRCX LAM RESEARCH CORP Technology 12,260.0 $2.1M 0.04% +88.0 +0.7% $171.16 +76.6%
199 WEC WEC ENERGY GROUP INC Utilities 19,779.0 $2.1M 0.04% +3K +19.4% $105.45 +4.9%
200 GNMA ISHARES TR 46,409.0 $2.1M 0.04% +477.0 +1.0% $44.54 -1.3%
Page 10 of 22  ·  422 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 34.6%
Financial Services 21.5%
Communication Services 9.6%
Consumer Cyclical 9.0%
Healthcare 7.0%
Industrials 6.7%
Consumer Defensive 4.8%
Energy 2.6%
Utilities 2.4%
Basic Materials 1.1%