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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 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 XLE SELECT SECTOR SPDR TR 55,544.0 $2.5M 0.05% +29K +106.4% $44.71 +32.2%
302 BKR BAKER HUGHES COMPANY Energy 53,188.0 $2.4M 0.05% +41K +345.2% $45.54 +44.5%
303 HSY HERSHEY CO Consumer Defensive 13,214.0 $2.4M 0.05% -164.0 -1.2% $181.96 +4.6%
304 ARTY ISHARES TR 49,853.0 $2.4M 0.05% $48.18 +41.4%
305 DE DEERE & CO Industrials 5,117.0 $2.4M 0.05% +299.0 +6.2% $465.45 +14.2%
306 VGT VANGUARD WORLD FD 3,142.0 $2.4M 0.05% +580.0 +22.6% $753.73 -84.8%
307 DIA SPDR DOW JONES INDL AVERAGE Financial Services 4,929.0 $2.4M 0.05% $480.46 +4.7%
308 GRID FIRST TR EXCHANGE TRADED FD 15,422.0 $2.4M 0.04% +568.0 +3.8% $153.01 +24.8%
309 ET ENERGY TRANSFER L P Energy 142,944.0 $2.4M 0.04% -1K -0.9% $16.49 +21.3%
310 CAVA CAVA GROUP INC Consumer Cyclical 39,960.0 $2.3M 0.04% +5K +15.2% $58.70 +38.5%
311 CGSM CAPITAL GRP FIXED INCM ETF T 88,842.0 $2.3M 0.04% +23K +34.4% $26.34 -0.3%
312 VYM VANGUARD WHITEHALL FDS 16,225.0 $2.3M 0.04% +5K +40.3% $143.51 +9.6%
313 MDT MEDTRONIC PLC Healthcare 24,212.0 $2.3M 0.04% +785.0 +3.4% $96.06 -18.6%
314 BNDX VANGUARD CHARLOTTE FDS 48,016.0 $2.3M 0.04% $48.32 -0.7%
315 WFC WELLS FARGO CO NEW Financial Services 24,890.0 $2.3M 0.04% +1K +5.8% $93.20 -18.7%
316 VZ VERIZON COMMUNICATIONS INC Communication Services 56,695.0 $2.3M 0.04% -3K -4.6% $40.73 +17.4%
317 XLV SELECT SECTOR SPDR TR 14,647.0 $2.3M 0.04% -443.0 -2.9% $154.78 -4.3%
318 NOC NORTHROP GRUMMAN CORP Industrials 3,928.0 $2.2M 0.04% -196.0 -4.8% $570.23 -3.3%
319 STZ CONSTELLATION BRANDS INC Consumer Defensive 16,190.0 $2.2M 0.04% +4K +32.0% $137.96 +9.6%
320 IBIT ISHARES BITCOIN TRUST ETF Financial Services 44,739.0 $2.2M 0.04% +7K +18.7% $49.64 -11.4%
Page 16 of 48  ·  944 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%