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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 19 of 22  ·  422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CGGO CAPITAL GROUP GBL GROWTH EQT 10,954.0 $380K 0.01% +1K +10.7% $34.69 +13.9%
362 IOO ISHARES TR 2,982.0 $378K 0.01% +819.0 +37.9% $126.66 +11.9%
363 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,606.0 $371K 0.01% +280.0 +8.4% $102.89 -28.2%
364 SAP SAP SE Technology 1,527.0 $371K 0.01% +38.0 +2.5% $242.95 -26.0%
365 ARCC ARES CAPITAL CORP Financial Services 18,201.0 $368K 0.01% +2K +10.0% $20.22 -7.3%
366 WBD WARNER BROS DISCOVERY INC Communication Services 12,492.0 $360K 0.01% +340.0 +2.8% $28.80 -4.8%
367 DEM WISDOMTREE TR 7,684.0 $359K 0.01% +132.0 +1.8% $46.72 +15.0%
368 TT TRANE TECHNOLOGIES PLC Industrials 920.0 $358K 0.01% +9.0 +1.0% $389.21 +16.1%
369 FTXO FIRST TR EXCHANGE TRADED FD 9,375.0 $354K 0.01% +495.0 +5.6% $37.79 +0.7%
370 NEBIUS GROUP N.V. 4,187.0 $351K 0.01% +910.0 +27.8% $83.74
371 PWR QUANTA SVCS INC Industrials 828.0 $349K 0.01% +24.0 +3.0% $421.50 +68.4%
372 SOLV SOLVENTUM CORP Healthcare 4,399.0 $348K 0.01% +38.0 +0.9% $79.21 -3.9%
373 SSO PROSHARES TR 6,004.0 $348K 0.01% +3K +92.6% $57.92 +15.8%
374 SPMB SPDR SERIES TRUST 14,328.0 $321K 0.01% +3K +30.7% $22.41 -1.4%
375 TCHP T ROWE PRICE ETF INC 6,416.0 $320K 0.01% +200.0 +3.2% $49.88 +3.3%
376 CMBS ISHARES TR 6,499.0 $319K 0.01% +76.0 +1.2% $49.08 -1.3%
377 XLRE SELECT SECTOR SPDR TR 7,866.0 $318K 0.01% +3K +56.6% $40.39 +10.2%
378 DWAS INVESCO EXCH TRADED FD TR II 3,274.0 $317K 0.01% +163.0 +5.2% $96.75 +17.0%
379 SNOW SNOWFLAKE INC Technology 1,438.0 $316K 0.01% +60.0 +4.3% $219.51 -23.9%
380 XBI SPDR SERIES TRUST 2,580.0 $314K 0.01% +213.0 +9.0% $121.82 +9.0%
Page 19 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%