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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
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GEV GE VERNOVA INC Utilities 967.0 $1.1M 0.61% $1174.86 -22.4%
22 V VISA INC Financial Services 3,125.0 $1.1M 0.57% -34.0 -1.1% $343.09 +11.2%
23 AOR ISHARES TR 13,000.0 $904K 0.48% $69.50 +0.6%
24 MSI MOTOROLA SOLUTIONS INC Technology 1,634.0 $679K 0.36% $415.24 +17.0%
25 EEM ISHARES TR 9,660.0 $661K 0.35% -75.0 -0.8% $68.41 -1.9%
26 PSI INVESCO EXCHANGE TRADED FD T 3,000.0 $563K 0.30% $187.82 -29.8%
27 EFA ISHARES TR 5,317.0 $552K 0.30% $103.88 +3.7%
28 CAT CATERPILLAR INC Industrials 500.0 $532K 0.29% $1064.90 -24.9%
29 ICF ISHARES TR 7,716.0 $522K 0.28% +140.0 +1.9% $67.63 +0.2%
30 GE GE AEROSPACE Industrials 1,133.0 $424K 0.23% $373.83 -8.4%
31 IYW ISHARES TR 1,604.0 $405K 0.22% +320.0 +24.9% $252.23 -0.4%
32 NVDA NVIDIA CORPORATION Technology 1,857.0 $372K 0.20% -233.0 -11.2% $200.09 +8.7%
33 IYE ISHARES TR 6,060.0 $343K 0.18% +360.0 +6.3% $56.59 +17.1%
34 VEU VANGUARD INTL EQUITY INDEX F 4,053.0 $339K 0.18% $83.76 +2.0%
35 AMZN AMAZON COM INC Consumer Cyclical 1,265.0 $302K 0.16% $238.34 +11.8%
36 GOOGL ALPHABET INC Communication Services 820.0 $293K 0.16% -35.0 -4.1% $357.37 -3.0%
37 EFV ISHARES TR 3,816.0 $292K 0.16% +38.0 +1.0% $76.55 +6.8%
38 JNJ JOHNSON & JOHNSON Healthcare 1,108.0 $281K 0.15% NEW $253.97 +5.5%
39 VXF VANGUARD INDEX FDS 1,136.0 $280K 0.15% $246.22 -1.6%
40 AVGO BROADCOM INC Technology 734.0 $277K 0.15% -23.0 -3.0% $377.75 -2.4%
Page 2 of 3  ·  45 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 56.2%
Technology 25.4%
Utilities 6.8%
Industrials 6.1%
Healthcare 2.0%
Consumer Cyclical 1.8%
Communication Services 1.7%