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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 34 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DCI DONALDSON INC Industrials 5,009.0 $444K 0.01% -424.0 -7.8% $88.64 -6.8%
662 CII BLACKROCK ENHANCED LARGE CAP Financial Services 18,985.0 $444K 0.01% $23.37 +6.1%
663 CGCP CAPITAL GRP FIXED INCM ETF T 19,545.0 $442K 0.01% +3K +14.8% $22.64 -1.7%
664 DDWM WISDOMTREE TR 10,142.0 $442K 0.01% +3K +51.2% $43.58 +6.7%
665 CVS CVS HEALTH CORP Healthcare 5,558.0 $441K 0.01% +262.0 +5.0% $79.36 +17.6%
666 IYH ISHARES TR 6,768.0 $440K 0.01% -203.0 -2.9% $65.08 -4.3%
667 SPGP INVESCO EXCHANGE TRADED FD T 3,865.0 $440K 0.01% -147.0 -3.7% $113.82 +3.4%
668 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 7,626.0 $438K 0.01% -742.0 -8.9% $57.49 +34.1%
669 SPG SIMON PPTY GROUP INC NEW Real Estate 2,360.0 $437K 0.01% +52.0 +2.2% $185.14 +10.2%
670 IYY ISHARES TR 2,616.0 $434K 0.01% -68.0 -2.5% $165.83 +8.7%
671 VAW VANGUARD WORLD FD 2,079.0 $432K 0.01% -23.0 -1.1% $207.76 +9.1%
672 FORTINET INC 5,425.0 $431K 0.01% -2K -22.4% $79.45
673 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,641.0 $428K 0.01% -75.0 -2.0% $117.52 +8.2%
674 GDXJ VANECK ETF TRUST 3,753.0 $427K 0.01% +153.0 +4.2% $113.79 -1.4%
675 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,375.0 $427K 0.01% +11.0 +0.8% $310.42 +19.4%
676 DFUS DIMENSIONAL ETF TRUST 5,727.0 $425K 0.01% -27K -82.6% $74.17 +8.9%
677 OMC OMNICOM GROUP INC Communication Services 5,238.0 $423K 0.01% +176.0 +3.5% $80.84 -8.7%
678 TXN TEXAS INSTRS INC Technology 2,439.0 $423K 0.01% -83.0 -3.3% $173.50 +75.7%
679 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,640.0 $423K 0.01% +679.0 +17.1% $91.16 +1.3%
680 MCO MOODYS CORP Financial Services 819.0 $418K 0.01% -28.0 -3.3% $510.89 -12.8%
Page 34 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%