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JANELLE PHILLIPS

Adirondack Trust Co

Assets Managed
$335.627M
Holdings
558
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.78%(2Q avg: 5.34%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Adirondack Trust Co's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 558 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 335.627M in assets, with a quarterly growth rate of 12.78% and a 2-quarter average growth rate of 5.34%. The portfolio is managed by JANELLE PHILLIPS, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.51%
12.55%
$42.105M
56,383 shares@ $746.77 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.65%
5.44%
$18.225M
62,987 shares@ $289.35 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.41%
5.16%
$17.307M
86,497 shares@ $200.09 avg price
VTHR
Vanguard Russell 3000
Recent Activity
Increased 10.65%
3.57%
$11.966M
36,106 shares@ $331.42 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.73%
2.69%
$9.02M
24,183 shares@ $373.01 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.46%
2.63%
$8.805M
36,945 shares@ $238.34 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -7.46%
2.22%
$7.446M
6,992 shares@ $1064.9 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Decreased -1.2%
1.99%
$6.661M
9,471 shares@ $703.32 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.23%
1.94%
$6.511M
19,892 shares@ $327.32 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 303.22%
1.71%
$5.733M
46,168 shares@ $124.17 avg price

1-10 of 558