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CIK: 0001054257
Total reported value
$335.6M
$335.6M
537 檔
28.5%
As reported in its official Q4 2025 Form 13F filing, Adirondack Trust Co's tracked investment portfolio stood at $335.6M with 537 total positions.
In Q4 2025, Adirondack Trust Co adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 537 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.16% | +0.17% | -1.12% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.02% | -0.09% | -1.29% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.49% | +0.02% | -0.65% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.88% | -0.27% | -0.30% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.87% | +0.02% | +0.39% | |
| 6 | VTHR | Vanguard Russell 3000 | ETF-Other | 2.87% | +0.42% | +15.18% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.30% | -0.05% | -1.34% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.05% | -0.01% | -1.53% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.82% | +0.07% | +9.48% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.61% | -0.11% | -3.18% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | -0.15% | -2.05% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.48% | +0.42% | -0.86% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.38% | +0.14% | -3.67% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.31% | +0.06% | -3.32% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | -0.11% | +1.45% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.28% | -0.15% | -2.34% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.13% | -0.33% | -0.94% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.12% | +0.20% | — | |
| 19 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.08% | -0.11% | +15.39% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.07% | +0.01% | -2.37% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.06% | -0.08% | -0.92% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.03% | +0.24% | -7.05% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 1.03% | +0.06% | +1.19% | |
| 24 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.96% | -0.08% | +14.82% | |
| 25 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.95% | -0.10% | +11.00% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.40% | -0.65% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.91% | +0.22% | +101.14% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | +0.02% | +1.62% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.19% | -0.71% | |
| 30 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.86% | -0.10% | +6.79% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.23% | -4.98% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.82% | +0.02% | -0.63% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.79% | +0.16% | -1.73% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.79% | -0.30% | -1.85% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.75% | -0.21% | -0.74% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | +0.02% | -1.97% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.70% | +0.72% | +0.10% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.68% | -0.06% | -0.43% | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.68% | -0.11% | -1.98% | |
| 40 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.66% | -0.06% | +22.85% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.14% | -1.56% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.63% | +0.01% | — | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | — | — | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | -0.01% | -2.57% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.52% | +0.10% | -2.45% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.05% | -0.91% | |
| 47 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.51% | -0.05% | +15.43% | |
| 48 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.50% | +0.26% | +3.60% | |
| 49 | BLK | Blackrock Inc | Stock-Financials | 0.46% | -0.03% | -1.06% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.46% | +0.58% | -0.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTHR | Vanguard Russell 3000 | +0.4% | +15.18% | Add |
| 2 | LLY | Eli Lilly & Co | +0.3% | -3.67% | Trim |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.2% | +129.33% | Add |
| 4 | CAT | Caterpillar Inc | +0.2% | -0.86% | Trim |
| 5 | AAPL | Apple Inc | +0.2% | -1.29% | Trim |
| 6 | IWF | Ishares Russell 1000 Growth | +0.1% | +9.48% | Add |
| 7 | AMAT | Applied Materials Inc | +0.1% | +0.10% | Add |
| 8 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +15.39% | Add |
| 9 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.1% | +22.85% | Add |
| 10 | AMD | Advanced Micro Devices | +0.1% | -0.32% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.1% | +0.39% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | -2.05% | Trim |
| 13 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +14.82% | Add |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +143.80% | Add |
| 15 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +11.00% | Add |
| 16 | IBCA | Ishares Ibonds Dec 2035 Tc | +0.1% | +50.23% | Add |
| 17 | BBUS | Jpmorgan Betabuilders US Equ | +0.1% | +39.22% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -1.73% | Trim |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | -0.87% | Trim |
| 20 | SMH | Vaneck Semiconductor ETF | +0.1% | +3.60% | Add |
| 21 | IBDY | Ishares Ibonds Dec 2033 CORP | +0.1% | +15.43% | Add |
| 22 | WMT | Walmart Inc | +0.1% | -0.71% | Trim |
| 23 | IWD | Ishares Russell 1000 Value E | +0.1% | +11.25% | Add |
| 24 | XOM | Exxon Mobil CORP | 0% | -0.65% | Trim |
| 25 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +6.79% | Add |
| 26 | MRK | Merck & Co. Inc. | 0% | -6.20% | Trim |
| 27 | VB | Vanguard Small-cap ETF | 0% | +24.15% | Add |
| 28 | DHR | Danaher CORP | 0% | -0.05% | Trim |
| 29 | C | Citigroup Inc | 0% | -0.66% | Trim |
| 30 | TDVG | T Rowe Price Dividend Growth | -0.1% | -58.60% | Trim |
| 31 | SO | Southern Co/the | -0.1% | -2.29% | Trim |
| 32 | COST | Costco Wholesale CORP | -0.1% | -2.45% | Trim |
| 33 | ADP | Automatic Data Processing | -0.1% | -2.53% | Trim |
| 34 | BLK | Blackrock Inc | -0.1% | -1.06% | Trim |
| 35 | ABBV | Abbvie Inc | -0.1% | -2.37% | Trim |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | -33.66% | Trim |
| 37 | NFLX | Netflix Inc | -0.1% | +957.70% | Add |
| 38 | SYK | Stryker CORP | -0.1% | -12.79% | Trim |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.18% | Trim |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.12% | Trim |
| 41 | TIP | Ishares Tips Bond ETF | -0.1% | -7.05% | Trim |
| 42 | PG | Procter & Gamble Co/the | -0.2% | -2.34% | Trim |
| 43 | META | Meta Platforms Inc-class A | -0.2% | +1.45% | Add |
| 44 | EFA | Ishares Msci Eafe ETF | -0.2% | -37.27% | Trim |
| 45 | HD | Home Depot Inc | -0.2% | -0.92% | Trim |
| 46 | ORCL | Oracle CORP | -0.3% | -0.91% | Trim |
| 47 | MSFT | Microsoft CORP | -0.4% | -0.30% | Trim |
| 48 | FTNY | Fr New York Muni Inc ETF | — | NEW | New buy |
| 49 | VNJUX | Vanguard Nj Long Trm T/e-adm | — | NEW | New buy |
| 50 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
According to official SEC Form 13F filings, Adirondack Trust Co reported a total U.S. public equity portfolio value of $335.6M across 537 disclosed positions in Q4 2025.
During Q4 2025, Adirondack Trust Co's top holdings by market value included SPY (13.2%)、AAPL (6.0%)、NVDA (5.5%). The largest single position, SPY, represented 13.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, NVDA) accounted for 28.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
FTNY
市值: $233.4K
Top Position Liquidated / Trimmed
IBDQ
前期市值: $186.1K
In Q4 2025, Adirondack Trust Co made 50 total portfolio adjustments, initiating 2 new buys, adding to 19 positions, trimming 28 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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