Bryn Mawr Trust Co Top Holdings and 13F Report (2025)

About Bryn Mawr Trust Co

Investment Activity

Bryn Mawr Trust Co has $5.62 billion in total holdings as of June 30, 2025.
Bryn Mawr Trust Co owns shares of 2,047 different stocks, but just 127 companies or ETFs make up 80% of its holdings.
Approximately 3.87% of the portfolio was purchased this quarter.
About 4.76% of the portfolio was sold this quarter.
This quarter, Bryn Mawr Trust Co has purchased 2,067 new stocks and bought additional shares in 465 stocks.
Bryn Mawr Trust Co sold shares of 710 stocks and completely divested from 120 stocks this quarter.

Largest Holdings

Intuitive Surgical: $308,181,396
Comcast: $294,606,531
Vanguard FTSE Developed Markets ETF: $257,540,862
Microsoft: $211,490,301
Apple: $198,185,908

Largest New Holdings this Quarter

464288372 - iShares Global Infrastructure ETF: $2,236,102 Holding
72201R833 - PIMCO Enhanced Short Maturity Exchange-Traded Fund: $1,129,310 Holding
77311W101 - Rocket Companies: $757,141 Holding
35473P595 - Franklin Senior Loan ETF: $536,791 Holding
921935409 - Vanguard U.S. Minimum Volatility ETF: $488,043 Holding

Largest Purchases this Quarter

iShares MSCI EAFE ETF: 302,498 shares (about $27.04M)
Vanguard FTSE Developed Markets ETF: 375,374 shares (about $21.40M)
Vanguard S&P 500 ETF: 35,619 shares (about $20.23M)
iShares Core S&P 500 ETF: 30,780 shares (about $19.11M)
iShares Russell Mid-Cap ETF: 95,187 shares (about $8.75M)

Largest Sales this Quarter

Apple: 85,943 shares (about $17.63M)
iShares Core U.S. Aggregate Bond ETF: 174,469 shares (about $17.31M)
Vanguard Total International Stock ETF: 220,574 shares (about $15.24M)
Becton, Dickinson and Company: 81,475 shares (about $14.03M)
Vanguard Total Stock Market ETF: 32,364 shares (about $9.84M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ISRG Intuitive Surgical	$308,181,396	$573,298 ▲	0.2%	567,125	5.5%	Medical
CMCSA Comcast	$294,606,531	$419,572 ▼	-0.1%	8,254,596	5.2%	Consumer Discretionary
VEA Vanguard FTSE Developed Markets ETF	$257,540,862	$21,400,073 ▲	9.1%	4,517,468	4.6%	ETF
MSFT Microsoft	$211,490,301	$9,143,889 ▼	-4.1%	425,183	3.8%	Computer and Technology
AAPL Apple	$198,185,908	$17,632,934 ▼	-8.2%	965,959	3.5%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$122,043,133	$9,836,394 ▼	-7.5%	401,550	2.2%	ETF
PG Procter & Gamble	$101,946,442	$454,380 ▼	-0.4%	639,885	1.8%	Consumer Staples
JPM JPMorgan Chase & Co.	$98,827,838	$3,689,110 ▼	-3.6%	340,891	1.8%	Finance
IWY iShares Russell Top 200 Growth ETF	$93,349,393	$7,040,326 ▼	-7.0%	378,684	1.7%	ETF
EFA iShares MSCI EAFE ETF	$90,120,674	$27,040,296 ▲	42.9%	1,008,174	1.6%	Finance
IVV iShares Core S&P 500 ETF	$85,570,717	$19,111,334 ▲	28.8%	137,817	1.5%	ETF
JNJ Johnson & Johnson	$71,348,168	$814,616 ▼	-1.1%	467,091	1.3%	Medical
QUAL iShares MSCI USA Quality Factor ETF	$70,207,085	$7,934,388 ▲	12.7%	384,023	1.2%	ETF
AMZN Amazon.com	$69,463,926	$615,389 ▼	-0.9%	316,623	1.2%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$69,062,008	$20,232,597 ▲	41.4%	121,582	1.2%	ETF
SPY SPDR S&P 500 ETF Trust	$62,536,923	$4,694,424 ▼	-7.0%	101,217	1.1%	Finance
GOOG Alphabet	$58,598,166	$1,561,388 ▼	-2.6%	330,335	1.0%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$55,145,280	$17,307,325 ▼	-23.9%	555,900	1.0%	Finance
BRK.A Berkshire Hathaway	$53,931,200		0.0%	74	1.0%	Finance
GOOGL Alphabet	$48,013,027	$87,763 ▲	0.2%	272,445	0.9%	Computer and Technology
SCZ iShares MSCI EAFE Small-Cap ETF	$47,669,503	$5,308,256 ▲	12.5%	655,882	0.8%	ETF
NVDA NVIDIA	$46,514,356	$793,269 ▼	-1.7%	294,413	0.8%	Computer and Technology
IJK iShares S&P Mid-Cap 400 Growth ETF	$42,522,050	$587,276 ▼	-1.4%	467,378	0.8%	ETF
MA Mastercard	$40,946,882	$2,034,223 ▼	-4.7%	72,867	0.7%	Business Services
ABT Abbott Laboratories	$40,485,281	$890,729 ▼	-2.2%	297,664	0.7%	Medical
IWX iShares Russell Top 200 Value ETF	$39,689,861	$4,222,802 ▲	11.9%	471,432	0.7%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$39,616,782	$279,538 ▼	-0.7%	320,576	0.7%	ETF
V Visa	$39,541,208	$2,192,789 ▼	-5.3%	111,368	0.7%	Business Services
CSCO Cisco Systems	$39,516,836	$1,359,015 ▼	-3.3%	569,571	0.7%	Computer and Technology
XOM Exxon Mobil	$39,108,008	$2,049,494 ▼	-5.0%	362,783	0.7%	Energy
VOT Vanguard Mid-Cap Growth ETF	$37,591,506	$4,239,400 ▲	12.7%	132,183	0.7%	ETF
BRK.B Berkshire Hathaway	$37,542,249	$1,658,419 ▼	-4.2%	77,284	0.7%	Finance
EEM iShares MSCI Emerging Markets ETF	$36,952,720	$6,991,763 ▲	23.3%	766,018	0.7%	Finance
SCHX Schwab US Large-Cap ETF	$36,709,662	$2,293,547 ▼	-5.9%	1,502,032	0.7%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$36,531,806	$271,486 ▼	-0.7%	738,613	0.6%	ETF
QQQ Invesco QQQ	$36,338,969	$2,134,861 ▲	6.2%	65,874	0.6%	Finance
COWZ Pacer US Cash Cows 100 ETF	$35,787,891	$4,516,216 ▲	14.4%	649,508	0.6%	ETF
IWR iShares Russell Mid-Cap ETF	$35,059,319	$8,754,345 ▲	33.3%	381,204	0.6%	ETF
DOCS Doximity	$34,759,415	$1,963 ▼	0.0%	566,668	0.6%	Medical
IWN iShares Russell 2000 Value ETF	$32,251,981	$4,891 ▲	0.0%	204,437	0.6%	ETF
IVW iShares S&P 500 Growth ETF	$29,814,108	$1,136,453 ▼	-3.7%	270,791	0.5%	ETF
LLY Eli Lilly and Company	$29,391,399	$1,392,241 ▼	-4.5%	37,704	0.5%	Medical
IWB iShares Russell 1000 ETF	$29,212,188	$129,716 ▲	0.4%	86,027	0.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$29,142,874	$986,552 ▼	-3.3%	469,895	0.5%	ETF
VOE Vanguard Mid-Cap Value ETF	$28,215,579	$3,365,180 ▲	13.5%	171,565	0.5%	ETF
ORCL Oracle	$28,087,615	$2,334,750 ▼	-7.7%	128,471	0.5%	Computer and Technology
TJX TJX Companies	$27,200,772	$447,775 ▼	-1.6%	220,267	0.5%	Retail/Wholesale
HON Honeywell International	$26,850,365	$802,504 ▼	-2.9%	115,297	0.5%	Multi-Sector Conglomerates
PEP PepsiCo	$25,583,195	$1,038,100 ▼	-3.9%	193,753	0.5%	Consumer Staples
ADI Analog Devices	$25,126,581	$928,516 ▼	-3.6%	105,565	0.4%	Computer and Technology
IWM iShares Russell 2000 ETF	$24,426,584	$1,246,836 ▼	-4.9%	113,196	0.4%	Finance
META Meta Platforms	$23,958,402	$2,392,150 ▲	11.1%	32,460	0.4%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$23,809,598	$1,193,919 ▼	-4.8%	56,078	0.4%	ETF
IBM International Business Machines	$23,433,831	$1,932,578 ▼	-7.6%	79,496	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$22,187,914	$1,096,287 ▼	-4.7%	280,292	0.4%	Medical
HD Home Depot	$21,874,843	$1,520,456 ▼	-6.5%	59,663	0.4%	Retail/Wholesale
MCD McDonald's	$21,280,506	$970,297 ▼	-4.4%	72,836	0.4%	Retail/Wholesale
JCI Johnson Controls International	$21,010,353	$231,097 ▼	-1.1%	198,924	0.4%	Construction
CVX Chevron	$20,723,886	$1,209,383 ▼	-5.5%	144,730	0.4%	Energy
AVGO Broadcom	$20,443,582	$142,787 ▲	0.7%	74,165	0.4%	Computer and Technology
INTU Intuit	$19,407,203	$374,124 ▼	-1.9%	24,640	0.3%	Computer and Technology
GLD SPDR Gold Shares	$19,102,172	$674,284 ▲	3.7%	62,665	0.3%	Finance
TMO Thermo Fisher Scientific	$19,082,975	$787,403 ▼	-4.0%	47,065	0.3%	Medical
HSY Hershey	$18,089,711	$700,475 ▼	-3.7%	109,007	0.3%	Consumer Staples
VZ Verizon Communications	$17,977,127	$394,622 ▲	2.2%	415,464	0.3%	Computer and Technology
GWX SPDR S&P International Small Cap ETF	$17,722,851	$1,364,766 ▼	-7.2%	476,677	0.3%	ETF
GLW Corning	$17,051,572	$992,373 ▼	-5.5%	324,236	0.3%	Computer and Technology
LOW Lowe's Companies	$16,609,188	$482,345 ▼	-2.8%	74,860	0.3%	Retail/Wholesale
SYK Stryker	$16,417,062	$398,399 ▼	-2.4%	41,496	0.3%	Medical
RTX RTX	$16,255,969	$1,165,386 ▼	-6.7%	111,327	0.3%	Aerospace
VGT Vanguard Information Technology ETF	$16,071,938	$328,324 ▼	-2.0%	24,231	0.3%	ETF
AMGN Amgen	$15,971,649	$880,070 ▼	-5.2%	57,203	0.3%	Medical
SYY Sysco	$15,211,773	$213,890 ▼	-1.4%	200,842	0.3%	Consumer Staples
AFL Aflac	$15,167,679	$494,607 ▼	-3.2%	143,824	0.3%	Finance
KLAC KLA	$15,132,631	$983,522 ▼	-6.1%	16,894	0.3%	Computer and Technology
CME CME Group	$14,458,198	$102,255 ▼	-0.7%	52,457	0.3%	Finance
ABBV AbbVie	$14,441,236	$999,935 ▼	-6.5%	77,800	0.3%	Medical
CWI SPDR MSCI ACWI ex-US ETF	$14,066,009	$682,921 ▲	5.1%	430,680	0.3%	ETF
BDX Becton, Dickinson and Company	$13,687,861	$14,034,084 ▼	-50.6%	79,465	0.2%	Medical
IJR iShares Core S&P Small-Cap ETF	$13,558,080	$2,041,974 ▼	-13.1%	124,056	0.2%	ETF
NSC Norfolk Southern	$13,358,050	$487,111 ▼	-3.5%	52,186	0.2%	Transportation
KO CocaCola	$13,238,952	$501,193 ▼	-3.6%	187,123	0.2%	Consumer Staples
WMT Walmart	$13,020,007	$1,391,606 ▼	-9.7%	133,156	0.2%	Retail/Wholesale
TFC Truist Financial	$12,992,696	$350,197 ▼	-2.6%	302,226	0.2%	Finance
IVE iShares S&P 500 Value ETF	$12,820,724	$1,563 ▲	0.0%	65,606	0.2%	ETF
VUG Vanguard Growth ETF	$12,328,925	$2,120,068 ▲	20.8%	28,123	0.2%	ETF
HI Hillenbrand	$11,851,716		0.0%	590,519	0.2%	Industrials
ACN Accenture	$11,746,975	$396,029 ▼	-3.3%	39,302	0.2%	Computer and Technology
ADP Automatic Data Processing	$11,692,986	$445,946 ▼	-3.7%	37,915	0.2%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$11,541,623	$385,122 ▼	-3.2%	136,088	0.2%	ETF
SUNRISE COMMUNICATIONS AG	$11,481,233		0.0%	203,028	0.2%	ADS CL A
CACI CACI International	$11,407,908	$675,484 ▼	-5.6%	23,931	0.2%	Computer and Technology
CBOE Cboe Global Markets	$11,404,901	$562,502 ▼	-4.7%	48,904	0.2%	Financial Services
UNP Union Pacific	$11,254,087	$523,660 ▼	-4.4%	48,914	0.2%	Transportation
MMM 3M	$11,171,061	$984,536 ▼	-8.1%	73,378	0.2%	Multi-Sector Conglomerates
LBRDK Liberty Broadband	$11,154,324	$12,297 ▼	-0.1%	113,380	0.2%	Consumer Discretionary
NEE NextEra Energy	$11,072,907	$352,307 ▼	-3.1%	159,506	0.2%	Utilities
DRI Darden Restaurants	$10,934,465	$599,200 ▼	-5.2%	50,165	0.2%	Retail/Wholesale
PM Philip Morris International	$10,895,199	$1,059,997 ▼	-8.9%	59,821	0.2%	Consumer Staples
TXN Texas Instruments	$10,826,968	$158,414 ▲	1.5%	52,148	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Bryn Mawr Trust Co Top Holdings and 13F Report (2025)

About Bryn Mawr Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Bryn Mawr Trust Co Top Holdings and 13F Report (2025)

About Bryn Mawr Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBryn Mawr Trust Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools