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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CLVT CLARIVATE PLC Technology 39,200.0 $131K 0.00% NEW $3.34 -27.6%
62 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 13,355.0 $127K 0.00% NEW $9.53 -1.5%
63 IMRX IMMUNEERING CORP Healthcare 19,000.0 $125K 0.00% NEW $6.58 -20.7%
64 BBAI BIGBEAR AI HLDGS INC Technology 20,926.0 $113K 0.00% NEW $5.38 -21.9%
65 NIO NIO INC Consumer Cyclical 10,236.0 $52K 0.00% NEW $5.10 +9.8%
66 LITHIUM AMERS CORP NEW 10,053.0 $44K 0.00% NEW $4.36
67 NUAI NEW ERA ENERGY & DIGITAL INC Energy 10,000.0 $29K 0.00% NEW $2.90 +45.2%
68 TELA TELA BIO INC Healthcare 19,602.0 $23K NEW $1.18 -19.6%
69 GUARDFORCE AI CO LTD 36,300.0 $20K NEW $0.56
70 SRXH SRX HEALTH SOLUTIONS INC. Healthcare 14,825.0 $3K NEW $0.23 -48.5%
Page 4 of 4  ·  70 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%