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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 36 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 9,692.0 $393K 0.01% -213.0 -2.1% $40.54 +13.0%
702 BUFD FIRST TR EXCHNG TRADED FD VI 13,921.0 $393K 0.01% +5K +56.0% $28.22 +4.6%
703 XMLV INVESCO EXCH TRADED FD TR II 6,287.0 $392K 0.01% $62.40 +4.7%
704 SOFI SOFI TECHNOLOGIES INC Financial Services 14,971.0 $392K 0.01% +718.0 +5.0% $26.18 -40.1%
705 WTRG ESSENTIAL UTILS INC Utilities 10,207.0 $392K 0.01% +2K +19.4% $38.36 -4.7%
706 MARA MARA HOLDINGS INC Financial Services 43,282.0 $389K 0.01% +15K +51.8% $8.98 +50.9%
707 BBIN J P MORGAN EXCHANGE TRADED F 5,371.0 $388K 0.01% +742.0 +16.0% $72.30 +8.3%
708 CARR CARRIER GLOBAL CORPORATION Industrials 7,345.0 $388K 0.01% +106.0 +1.5% $52.85 +17.7%
709 NVR NVR INC Consumer Cyclical 53.0 $387K 0.01% -3.0 -5.4% $7292.77 -17.1%
710 AFL AFLAC INC Financial Services 3,501.0 $386K 0.01% -46.0 -1.3% $110.28 +6.8%
711 GFL GFL ENVIRONMENTAL INC Industrials 8,839.0 $380K 0.01% +2K +28.8% $43.00 -16.4%
712 CGGO CAPITAL GROUP GBL GROWTH EQT 10,954.0 $380K 0.01% +1K +10.7% $34.69 +13.9%
713 MAS MASCO CORP Industrials 5,954.0 $378K 0.01% NEW $63.51 +5.7%
714 IOO ISHARES TR 2,982.0 $378K 0.01% +819.0 +37.9% $126.66 +11.9%
715 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,457.0 $373K 0.01% -202.0 -3.6% $68.40 -11.9%
716 HCA HCA HEALTHCARE INC Healthcare 796.0 $372K 0.01% -101.0 -11.3% $466.82 -15.9%
717 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,606.0 $371K 0.01% +280.0 +8.4% $102.89 -28.2%
718 SAP SAP SE Technology 1,527.0 $371K 0.01% +38.0 +2.5% $242.95 -26.0%
719 DFAE DIMENSIONAL ETF TRUST 11,385.0 $371K 0.01% -98.0 -0.8% $32.57 +19.8%
720 IBB ISHARES TR 2,185.0 $369K 0.01% -1K -36.0% $169.01 +0.0%
Page 36 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%