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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 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KBE SPDR SERIES TRUST 10,441.0 $634K 0.01% -98.0 -0.9% $60.69 +4.6%
202 SHW SHERWIN WILLIAMS CO Basic Materials 1,907.0 $618K 0.01% -712.0 -27.2% $324.01 -5.0%
203 IJK ISHARES TR 6,326.0 $612K 0.01% -174.0 -2.7% $96.82 +14.5%
204 NVO NOVO-NORDISK A S Healthcare 12,011.0 $612K 0.01% -1K -8.9% $50.92 -12.8%
205 VMBS VANGUARD SCOTTSDALE FDS 12,966.0 $610K 0.01% -470.0 -3.5% $47.08 -1.2%
206 LSAT TWO RDS SHARED TR 15,582.0 $606K 0.01% -1K -6.8% $38.86 +9.5%
207 YEAR AB ACTIVE ETFS INC 11,764.0 $594K 0.01% -2K -13.6% $50.48 -0.3%
208 IJT ISHARES TR 4,134.0 $583K 0.01% -138.0 -3.2% $141.11 +13.8%
209 FELG FIDELITY COVINGTON TRUST 13,903.0 $580K 0.01% -151.0 -1.1% $41.71 +5.7%
210 CLX CLOROX CO DEL Consumer Defensive 5,609.0 $566K 0.01% -205.0 -3.5% $100.83 -5.6%
211 PPL PPL CORP Utilities 16,034.0 $561K 0.01% -418.0 -2.5% $35.01 +1.2%
212 DYLD TWO RDS SHARED TR 24,083.0 $545K 0.01% -2K -6.0% $22.62 -0.7%
213 APD AIR PRODS & CHEMS INC Basic Materials 2,130.0 $526K 0.01% -13K -86.2% $247.10 +17.4%
214 INCY INCYTE CORP Healthcare 5,294.0 $523K 0.01% -345.0 -6.1% $98.77 -1.4%
215 DTD WISDOMTREE TR 6,155.0 $523K 0.01% -468.0 -7.1% $84.92 +8.7%
216 MDYG SPDR SERIES TRUST 5,641.0 $521K 0.01% -274.0 -4.6% $92.35 +14.5%
217 PGR PROGRESSIVE CORP Financial Services 2,263.0 $515K 0.01% -668.0 -22.8% $227.79 -11.1%
218 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,947.0 $515K 0.01% -556.0 -12.3% $130.58 -5.1%
219 FUTY FIDELITY COVINGTON TRUST 9,254.0 $511K 0.01% -6K -39.2% $55.22 +5.3%
220 CDC VICTORY PORTFOLIOS II 7,753.0 $511K 0.01% -390.0 -4.8% $65.89 +10.9%
Page 11 of 18  ·  344 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%