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Portfolio (Quarterly) Guide ↗

Adirondack Capital Advisors, LLC

· CIK 0002107623
13F Portfolio $186M AUM 45 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 19 Added 11 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVE ISHARES TR 35,843.0 $8.1M 4.37% -357.0 -1.0% $227.06 +4.5%
2 OEF ISHARES TR 8,817.0 $3.2M 1.73% -150.0 -1.7% $365.87 +4.1%
3 IJH ISHARES TR 40,003.0 $3.1M 1.65% -2K -5.9% $77.11 -1.7%
4 AAPL APPLE INC Technology 9,377.0 $2.7M 1.46% -105.0 -1.1% $289.37 +10.5%
5 COF CAPITAL ONE FINL CORP Financial Services 7,265.0 $1.5M 0.78% -255.0 -3.4% $200.62 +7.5%
6 V VISA INC Financial Services 3,125.0 $1.1M 0.57% -34.0 -1.1% $343.09 +11.2%
7 EEM ISHARES TR 9,660.0 $661K 0.35% -75.0 -0.8% $68.41 -1.9%
8 NVDA NVIDIA CORPORATION Technology 1,857.0 $372K 0.20% -233.0 -11.2% $200.09 +8.7%
9 GOOGL ALPHABET INC Communication Services 820.0 $293K 0.16% -35.0 -4.1% $357.37 -3.0%
10 AVGO BROADCOM INC Technology 734.0 $277K 0.15% -23.0 -3.0% $377.75 -2.4%
11 MSFT MICROSOFT CORP Technology 567.0 $212K 0.11% -40.0 -6.6% $373.24 +37.6%

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
Financial Services 56.2%
Technology 25.4%
Utilities 6.8%
Industrials 6.1%
Healthcare 2.0%
Consumer Cyclical 1.8%
Communication Services 1.7%