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Portfolio (Quarterly) Guide ↗

Adirondack Capital Advisors, LLC

· CIK 0002107623
13F Portfolio $149M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MA MASTERCARD INCORPORATED Financial Services 1,540.0 $879K 0.59% NEW $570.88 -13.5%
22 AOR ISHARES TR 13,000.0 $845K 0.57% NEW $65.01 +6.5%
23 GEV GE VERNOVA INC Utilities 886.0 $579K 0.39% NEW $653.57 +64.6%
24 EEM ISHARES TR 9,835.0 $538K 0.36% NEW $54.71 +24.4%
25 EFA ISHARES TR 5,317.0 $511K 0.34% NEW $96.03 +9.2%
26 ICF ISHARES TR 7,576.0 $452K 0.30% NEW $59.67 +14.9%
27 NVDA NVIDIA CORPORATION Technology 1,854.0 $346K 0.23% NEW $186.50 +14.6%
28 VEU VANGUARD INTL EQUITY INDEX F 4,028.0 $296K 0.20% NEW $73.56 +13.9%
29 CAT CATERPILLAR INC Industrials 500.0 $286K 0.19% NEW $572.87 +58.0%
30 MSFT MICROSOFT CORP Technology 567.0 $274K 0.18% NEW $483.90 -14.5%
31 IYE ISHARES TR 5,700.0 $271K 0.18% NEW $47.53 +30.1%
32 AMZN AMAZON COM INC Consumer Cyclical 1,171.0 $270K 0.18% NEW $230.82 +13.6%
33 EFV ISHARES TR 3,778.0 $270K 0.18% NEW $71.41 +10.9%
34 GOOGL ALPHABET INC Communication Services 820.0 $257K 0.17% NEW $313.00 +23.3%
35 IYW ISHARES TR 1,284.0 $256K 0.17% NEW $199.68 +23.5%
36 AVGO BROADCOM INC Technology 734.0 $254K 0.17% NEW $346.10 +22.0%
37 AGG ISHARES TR 2,449.0 $245K 0.17% NEW $99.88 -1.2%
38 PSI INVESCO EXCHANGE TRADED FD T 3,000.0 $237K 0.16% NEW $78.86 +103.0%
39 VXF VANGUARD INDEX FDS 1,130.0 $236K 0.16% NEW $209.09 +11.9%
40 GE GE AEROSPACE Industrials 729.0 $225K 0.15% NEW $308.03 +1.4%
Page 2 of 3  ·  42 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
Financial Services 60.0%
Technology 26.9%
Utilities 4.5%
Industrials 4.4%
Consumer Cyclical 2.1%
Communication Services 2.0%