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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 16 of 22  ·  422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TLH ISHARES TR 6,881.0 $699K 0.01% +4K +104.7% $101.62 -3.2%
302 VHT VANGUARD WORLD FD 2,424.0 $698K 0.01% +169.0 +7.5% $288.00 -4.0%
303 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,447.0 $683K 0.01% +15.0 +0.6% $279.03 -9.0%
304 USIG ISHARES TR 13,123.0 $679K 0.01% +647.0 +5.2% $51.74 -1.5%
305 ALAB ASTERA LABS INC Technology 3,975.0 $661K 0.01% +100.0 +2.6% $166.36 +79.0%
306 GILD GILEAD SCIENCES INC Healthcare 5,170.0 $635K 0.01% +271.0 +5.5% $122.79 +6.3%
307 FXO FIRST TR EXCHANGE TRADED FD 10,475.0 $632K 0.01% +61.0 +0.6% $60.37 -1.6%
308 RECS COLUMBIA ETF TR I 14,848.0 $606K 0.01% +1K +8.4% $40.84 +5.4%
309 XBIL RBB FD INC 11,992.0 $600K 0.01% +2K +20.0% $50.07 +0.1%
310 HYG ISHARES TR 7,433.0 $599K 0.01% +3K +67.2% $80.63 -0.9%
311 QYLD GLOBAL X FDS 33,413.0 $590K 0.01% +604.0 +1.8% $17.67 +1.0%
312 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 20,668.0 $580K 0.01% +543.0 +2.7% $28.08 -27.6%
313 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,748.0 $580K 0.01% +551.0 +5.4% $53.93 +10.4%
314 QQEW FIRST TR EXCHANGE-TRADED FD 3,996.0 $568K 0.01% +605.0 +17.8% $142.17 +4.6%
315 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 8,401.0 $566K 0.01% +824.0 +10.9% $67.36 +11.7%
316 AVAV AEROVIRONMENT INC Industrials 2,331.0 $564K 0.01% +2K +200.4% $241.89 -32.6%
317 MELI MERCADOLIBRE INC Consumer Cyclical 280.0 $564K 0.01% +43.0 +18.1% $2013.51 -16.7%
318 AOA ISHARES TR 6,170.0 $553K 0.01% +3K +77.0% $89.57 +7.9%
319 SCCO SOUTHERN COPPER CORP Basic Materials 3,809.0 $547K 0.01% +31.0 +0.8% $143.49 +21.3%
320 ROK ROCKWELL AUTOMATION INC Industrials 1,360.0 $529K 0.01% +81.0 +6.3% $388.79 +12.2%
Page 16 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%