Bryn Mawr, PACIK 18945324 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
84 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 117.2K | $56.67M | 4.9% | +48.6K | Added |
| 2 | Applied Matls Inc | 204.6K | $52.57M | 4.5% | −1.1K | Reduced |
| 3 | Asml Holding N V | 48.7K | $52.06M | 4.5% | +9.6K | Added |
| 4 | Amazon Com Inc |
| 205.8K |
| $47.50M |
| 4.1% |
| +48.7K |
| Added |
| 5 | Mastercard Incorporated | 72.3K | $41.25M | 3.6% | +72.3K | New |
| 6 | Nvidia Corporation | 202.6K | $37.78M | 3.3% | −73.9K | Reduced |
| 7 | Advanced Energy Inds | 175.5K | $36.75M | 3.2% | +144.9K | Added |
| 8 | S&P Global Inc | 66.3K | $34.65M | 3.0% | +10.6K | Added |
| 9 | American Tower Corp New | 176.3K | $30.96M | 2.7% | +176.3K | New |
| 10 | Equinix Inc | 37.6K | $28.79M | 2.5% | +12.6K | Added |
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