test

Janelle Phillips

@Adirondack Trust Co

Latest period2024 - Q4ReportedManaged Assets$261.894MTotal holdings483
Assets growth rate0.88%Assets growth rate (2-Q avg)3.45%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Adirondack Trust Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 483 positions.

Assets under management

The assets under management (AUM) of Adirondack Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 261.894M in assets, with a quarterly growth rate of 0.88% and a 2-quarter average growth rate of 3.45%. The portfolio is managed by Janelle Phillips, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PLABPhotronics Inc.
Recent Activity
New Position
0.01%
$9,113
387 shares@ $23.55 avg price
NUKZRange Nuclear Renaissance Etf
Recent Activity
New Position
0.01%
$9,000
220 shares@ $40.91 avg price
TMUST-mobile Us Inc
Recent Activity
New Position
0.01%
$6,621
30 shares@ $220.7 avg price
CHTRCharter Communications,inc-a
Recent Activity
New Position
0.01%
$1,028
3 shares@ $342.67 avg price
DNAGinkgo Bioworks Holdings
Recent Activity
New Position
0.01%
$422
43 shares@ $9.82 avg price