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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 11 of 22  ·  422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLU SELECT SECTOR SPDR TR 47,687.0 $2.0M 0.04% +24K +100.4% $42.70 +5.4%
202 TRGP TARGA RES CORP Energy 10,711.0 $2.0M 0.04% +3K +38.4% $184.46 +46.8%
203 SMMU PIMCO ETF TR 38,421.0 $1.9M 0.04% +3K +9.7% $50.43 -0.2%
204 COIN COINBASE GLOBAL INC Financial Services 8,507.0 $1.9M 0.04% +1K +20.2% $226.09 -14.4%
205 IXN ISHARES TR 18,307.0 $1.9M 0.04% +11K +154.6% $105.01 +28.1%
206 ES EVERSOURCE ENERGY Utilities 28,146.0 $1.9M 0.04% +2K +7.5% $67.31 +3.4%
207 MP MP MATERIALS CORP Basic Materials 37,147.0 $1.9M 0.04% +5K +14.4% $50.52 +22.2%
208 OXY OCCIDENTAL PETE CORP Energy 44,500.0 $1.8M 0.04% +3K +6.8% $41.13 +43.0%
209 DUHP DIMENSIONAL ETF TRUST 48,051.0 $1.8M 0.04% +2K +5.3% $38.02 +6.0%
210 CL COLGATE PALMOLIVE CO Consumer Defensive 23,027.0 $1.8M 0.04% +397.0 +1.8% $79.03 +14.4%
211 XAR SPDR SERIES TRUST 7,320.0 $1.8M 0.03% +263.0 +3.7% $241.27 +10.4%
212 SHEL SHELL PLC Energy 23,872.0 $1.8M 0.03% +1K +5.0% $73.47 +18.0%
213 DON WISDOMTREE TR 33,568.0 $1.7M 0.03% +350.0 +1.1% $51.61 +6.3%
214 SDY SPDR SERIES TRUST 12,439.0 $1.7M 0.03% +98.0 +0.8% $139.13 +6.9%
215 PAAA PGIM ETF TR 33,749.0 $1.7M 0.03% +4K +14.9% $51.26 +0.4%
216 AXP AMERICAN EXPRESS CO Financial Services 4,672.0 $1.7M 0.03% +1K +40.7% $369.93 -16.3%
217 VBR VANGUARD INDEX FDS 8,157.0 $1.7M 0.03% +377.0 +4.8% $211.84 +8.9%
218 O REALTY INCOME CORP Real Estate 30,630.0 $1.7M 0.03% +3K +11.2% $56.39 +10.4%
219 IGSB ISHARES TR 32,397.0 $1.7M 0.03% +15K +85.8% $52.89 -1.1%
220 SCMB SCHWAB STRATEGIC TR 65,924.0 $1.7M 0.03% +2K +3.8% $25.76 -1.4%
Page 11 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%