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Portfolio (Quarterly) Guide ↗

Adelphi Trust Co

· CIK 0002106968
13F Portfolio $123M AUM 182 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 45 Added 35 Reduced
Page 4 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PM PHILIP MORRIS INTL INC Consumer Defensive 3,054.0 $505K 0.41% $165.34 +16.1%
62 QQQ INVESCO QQQ TR Financial Services 861.0 $497K 0.40% +88.0 +11.4% $577.18 +24.1%
63 IWB ISHARES TR 1,364.0 $486K 0.40% -28.0 -2.0% $356.56 +18.1%
64 PYPL PAYPAL HLDGS INC Financial Services 10,738.0 $486K 0.40% +5K +72.9% $45.23 +18.6%
65 VOO VANGUARD INDEX FDS 812.0 $485K 0.40% -2K -68.6% $597.55 +18.4%
66 MGC VANGUARD WORLD FD 2,000.0 $473K 0.39% $236.35 +19.4%
67 VTI VANGUARD INDEX FDS 1,379.0 $442K 0.36% $320.81 +18.3%
68 ADBE ADOBE SYSTEMS INCORPORATED Technology 1,790.0 $435K 0.35% -732.0 -29.0% $243.08 +19.9%
69 KO COCA COLA CO Consumer Defensive 5,702.0 $434K 0.35% +716.0 +14.4% $76.05 +17.9%
70 APH AMPHENOL CORP NEW Technology 3,298.0 $417K 0.34% -638.0 -16.2% $126.35 +24.8%
71 CGGR CAPITAL GROUP GROWTH ETF 10,128.0 $407K 0.33% +2K +17.5% $40.19 +16.9%
72 WMB WILLIAMS COS INC Energy 5,218.0 $380K 0.31% -193.0 -3.6% $72.78 +1.3%
73 DHR DANAHER CORPORATION Healthcare 1,986.0 $377K 0.31% +263.0 +15.3% $189.60 +14.0%
74 SPGI S&P GLOBAL INC Financial Services 884.0 $376K 0.31% NEW $425.34 +4.1%
75 JNJ JOHNSON & JOHNSON Healthcare 1,504.0 $368K 0.30% -207.0 -12.1% $244.44 +9.7%
76 ZTS ZOETIS INC Healthcare 3,107.0 $367K 0.30% +2K +94.0% $118.21 -34.6%
77 SCHO SCHWAB STRATEGIC TR 14,990.0 $364K 0.30% NEW $24.27 -0.8%
78 DYNF BLACKROCK ETF TRUST 6,091.0 $354K 0.29% NEW $58.18 +19.6%
79 IJR ISHARES TR 2,779.0 $345K 0.28% -675.0 -19.5% $124.31 +17.1%
80 ABT ABBOTT LABS Healthcare 3,302.0 $339K 0.28% -613.0 -15.7% $102.67 +9.5%
Page 4 of 6  ·  105 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 32.5%
Financial Services 15.0%
Healthcare 10.6%
Consumer Cyclical 10.2%
Industrials 9.5%
Communication Services 7.2%
Consumer Defensive 6.2%
Energy 5.4%
Basic Materials 1.8%
Real Estate 0.9%