Managed by Bryn Mawr Trust Co • Latest filing Q2 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CCZ — | $345.2M | 8.26M | 0.00% | — |
| 2 | C CCZ — | $310.6M | 8.27M | 0.00% | — |
| 3 | I ISRG — | $308.1M | 566.9K | 0.00% | — |
| 4 | C CCZ — | $304.8M | 8.26M | 0.00% | — |
| 5 | I ISRG — | $294.5M | 564.2K | 0.00% | — |
| 6 | C CCZ — | $294.4M | 8.25M | 0.00% | — |
| 7 | I ISRG — | $280.2M | 565.8K | 0.00% | — |
| 8 | I ISRG — | $272.9M | 555.5K | 0.00% | — |
| 9 | C CCZ — | $257.1M | 8.18M | 0.00% | — |
| 10 | V VGES — | $230.1M | 3.84M | 0.00% | — |
| 11 | V VGES — | $213.1M | 3.74M | 0.00% | — |
| 12 | V VGES — | $173.1M | 3.45M | 0.00% | — |
| 13 | V VGES — | $171.7M | 3.25M | 0.00% | — |
| 14 | V VGES — | $171.3M | 3.47M | 0.00% | — |
| 15 | V VGES — | $168.4M | 3.31M | 0.00% | — |
| 16 | V VGES — | $155.4M | 3.25M | 0.00% | — |
| 17 | A AAPL — | $152.6M | 724.6K | 0.00% | — |
| 18 | A AAPL — | $145.7M | 751.0K | 0.00% | — |
| 19 | V VGES — | $143.9M | 3.12M | 0.00% | — |
| 20 | A AAPL — | $142.5M | 568.9K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.