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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 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FTV FORTIVE CORP Technology 5,747.0 $351K 0.23% +719.0 +14.3% $61.09 -2.3%
82 APH AMPHENOL CORP NEW Technology 1,988.0 $351K 0.23% -1K -39.7% $176.32 -10.5%
83 RDVY FIRST TR EXCHANGE-TRADED FD VI 4,303.0 $349K 0.23% $81.06 +1.2%
84 ACWX ISHARES TR 4,537.0 $345K 0.23% NEW $76.11 +2.0%
85 STX SEAGATE TECHNOLOGY HLDNGS PLC Technology 357.0 $345K 0.23% NEW $965.00 -14.0%
86 BK BANK NEW YORK MELLON CORP Financial Services 2,305.0 $333K 0.22% $144.61 -1.9%
87 IEMG ISHARES INC 3,956.0 $328K 0.22% NEW $82.84 -1.2%
88 ABT ABBOTT LABS Healthcare 3,528.0 $320K 0.21% +226.0 +6.8% $90.74 +23.9%
89 WFC WELLS FARGO CO NEW Financial Services 3,841.0 $317K 0.21% $82.64 +4.9%
90 AMT AMERICAN TOWER CORP NEW Real Estate 1,909.0 $312K 0.21% +207.0 +12.2% $163.57 +7.7%
91 RSP INVESCO EXCHANGE TRADED FD TR 1,434.0 $305K 0.20% +158.0 +12.4% $212.77 +3.7%
92 PLD PROLOGIS INC. Real Estate 2,199.0 $298K 0.20% +247.0 +12.7% $135.47 +3.9%
93 PLTR PALANTIR TECHNOLOGIES INC Technology 2,520.0 $294K 0.20% NEW $116.67 +59.7%
94 UCON FIRST TR EXCHNG TRADED FD VIII 11,710.0 $291K 0.19% NEW $24.88 -1.2%
95 QCOM QUALCOMM INC Technology 1,545.0 $286K 0.19% NEW $184.79 -11.1%
96 AMD ADVANCED MICRO DEVICES INC Technology 470.0 $273K 0.18% NEW $580.91 -19.9%
97 ZTS ZOETIS INC Healthcare 3,770.0 $271K 0.18% +663.0 +21.3% $71.86 +7.6%
98 ALL ALLSTATE CORP Financial Services 1,127.0 $268K 0.18% NEW $237.94 +9.5%
99 DGX QUEST DIAGNOSTICS INC Healthcare 1,230.0 $261K 0.17% +185.0 +17.7% $211.95 +14.5%
100 DLR DIGITAL RLTY TR INC Real Estate 1,447.0 $260K 0.17% +223.0 +18.2% $179.58 +3.3%
Page 5 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%