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Portfolio (Quarterly) Guide ↗

Adelphi Trust Co

· CIK 0002106968
13F Portfolio $151M AUM 200 positions Filed Jul 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 68 Added 14 Reduced 11 Exited
Page 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMP AMERIPRISE FINL INC Financial Services 2,011.0 $923K 0.61% +314.0 +18.5% $458.76 +21.9%
42 PG PROCTER AND GAMBLE CO Consumer Defensive 6,074.0 $891K 0.59% +631.0 +11.6% $146.64 -2.0%
43 CB CHUBB LIMITED Financial Services 2,588.0 $882K 0.58% +453.0 +21.2% $340.74 -0.2%
44 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,720.0 $862K 0.57% +256.0 +17.5% $501.36 +24.1%
45 BX BLACKSTONE INC Financial Services 6,978.0 $821K 0.55% +2K +46.3% $117.67 +21.0%
46 SYK STRYKER CORPORATION Healthcare 2,442.0 $769K 0.51% -454.0 -15.7% $314.84 +5.0%
47 VOO VANGUARD INDEX FDS 1,101.0 $756K 0.50% +289.0 +35.6% $686.81 +3.0%
48 J P MORGAN EXCHANGE TRADED FD 14,880.0 $752K 0.50% NEW $50.57
49 AMAT APPLIED MATLS INC Technology 1,039.0 $751K 0.50% NEW $723.00 -36.1%
50 TEL TE CONNECTIVITY PLC Technology 3,703.0 $747K 0.50% +501.0 +15.7% $201.61 +0.5%
51 TSLA TESLA INC Consumer Cyclical 1,769.0 $744K 0.49% +140.0 +8.6% $420.60 -17.1%
52 GWW GRAINGER W W INC Industrials 523.0 $711K 0.47% -71.0 -11.9% $1360.40 -4.0%
53 IJH ISHARES TR 8,920.0 $688K 0.46% -677.0 -7.0% $77.11 -1.8%
54 ECL ECOLAB INC Basic Materials 2,468.0 $688K 0.46% +235.0 +10.5% $278.61 +2.9%
55 NOC NORTHROP GRUMMAN CORP Industrials 1,343.0 $684K 0.45% +158.0 +13.3% $509.31 +7.1%
56 LLY LILLY ELI & CO Healthcare 568.0 $681K 0.45% -204.0 -26.4% $1199.43 -2.2%
57 SCHO SCHWAB STRATEGIC TR 26,864.0 $648K 0.43% +12K +79.2% $24.14 -0.3%
58 COP CONOCOPHILLIPS Energy 6,110.0 $635K 0.42% +458.0 +8.1% $103.96 +25.4%
59 LRCX LAM RESEARCH CORP Technology 1,459.0 $632K 0.42% NEW $433.33 -30.3%
60 PM PHILIP MORRIS INTL INC Consumer Defensive 3,329.0 $602K 0.40% +275.0 +9.0% $180.91 +6.1%
Page 3 of 6  ·  114 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 35.0%
Financial Services 14.9%
Industrials 10.6%
Consumer Cyclical 9.9%
Healthcare 9.6%
Communication Services 7.7%
Consumer Defensive 6.1%
Energy 4.1%
Real Estate 0.9%
Basic Materials 0.7%