Fund Holdings

PHILADELPHIA TRUST CO

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SOLSTICE ADVANCED MATLS INC(SOLS)133,862269,865+136,0036,50320,5531.45%+14,050
COHERENT CORP(COHR)246,306229,698-16,60845,46154,7163.86%+9,255
MARATHON PETROLEUM CORPORATION(MPC)72,12175,610+3,48911,72918,4621.30%+6,733
L3 HARRIS TECHNOLOGIES INC(LHX)117,586117,197-38934,52040,4512.86%+5,931
LEONARDO DRS INC(DRS)499,111497,821-1,29017,01522,1631.56%+5,148
BWX TECHNOLOGIES INC(BWXT)173,319170,769-2,55029,95634,9212.46%+4,965
PEAPACK-GLADSTONE FINL CORP(PGC)685,605671,779-13,82619,09423,6531.67%+4,559
DIAMONDBACK ENERGY INC(FANG)44,08254,157+10,0756,62710,7120.76%+4,085
EXXON MOBIL CORPORATION54,48061,586+7,1066,55610,4490.74%+3,893
HONEYWELL INTERNATIONAL INC(HON)107,842110,144+2,30221,03924,8961.76%+3,857
FREEPORT MCMORAN INC(FCX)131,304167,511+36,2076,6699,8460.69%+3,177
ALPS ETF TR
ALERIAN MLP
37,71188,197+50,4861,7734,6430.33%+2,870
COTERRA ENERGY INC275,889277,268+1,3797,2619,7430.69%+2,482
RTX CORPORATION(RTX)216,818215,721-1,09739,76441,6132.94%+1,849
APPLIED MATLS INC23,50023,000-5006,0397,8610.55%+1,822
AMGEN INC(AMGN)27,10829,844+2,7368,87310,5010.74%+1,628
JOHNSON & JOHNSON(JNJ)28,78530,853+2,0685,9577,5420.53%+1,585
VERIZON COMMUNICATIONS(VZ)211,253202,338-8,9158,60410,1570.72%+1,553
ORACLE CORP(ORCL)5,49017,551+12,0611,0702,5820.18%+1,512
AMERICAN CENTY ETF TR10,26128,370+18,1097312,1230.15%+1,392
AT&T INC(T)265,286269,980+4,6946,5907,8270.55%+1,237
EQT CORP(EQT)52,41061,236+8,8262,8093,8970.28%+1,088
CHEVRON CORPORATION(CVX)13,00914,203+1,1941,9832,9390.21%+956
GRAHAM CORP(GHM)72,03269,974-2,0584,6275,5220.39%+895
DUKE ENERGY CORP(DUK)46,73148,523+1,7925,4776,3540.45%+877
DEVON ENERGY CORPORATION(DVN)23,53534,189+10,6548621,7200.12%+858
MERCK & CO INC(MRK)52,68152,416-2655,5456,3050.45%+760
NIKE INC(NKE)44,94966,270+21,3212,8643,5000.25%+636
D R HORTON INC(DHI)63,64971,426+7,7779,1679,8010.69%+634
ISHARES TR015,881+15,88106100.04%+610
BP PLC(BP)012,612+12,61205930.04%+593
GE VERNOVA INC(GEV)2,5792,586+71,6862,2570.16%+571
KRANESHARES TRUST019,658+19,65805590.04%+559
RIO TINTO PLC(RIO)7,11511,905+4,7905691,1110.08%+542
TIDEWATER INC NEW(TDW)9,84012,357+2,5174971,0320.07%+535
PARKE BANCORP INC153,910153,91003,8544,3710.31%+517
AMERICAN ELEC PWR CO INC3,9767,411+3,4354589710.07%+513
ISHARES TR
MSCI INTL VLU FT
012,000+12,00004760.03%+476
ISHARES TR
MSCI JAPAN ETF
2,5007,500+5,0002026330.04%+431
OCCIDENTAL PETE CORP(OXY)06,503+6,50304230.03%+423
CORE NATURAL RESOURCES INC(CNR)03,989+3,98904180.03%+418
ALCOA CORP(AA)06,092+6,09204040.03%+404
WATERS CORP(WAT)01,353+1,35304030.03%+403
SLB LIMITED(SLB)20,68223,212+2,5307941,1930.08%+399
THE CIGNA GROUP(CI)8,69410,417+1,7232,3932,7790.20%+386
AMKOR TECHNOLOGY INC66,40066,40002,6212,9900.21%+369
INTEL CORP(INTC)32,56935,174+2,6051,2021,5520.11%+350
EMBASSY BANCORP INC295,906295,90605,3855,7320.40%+347
VERTIV HOLDINGS CO(VRT)2,4752,975+5004017450.05%+344
GSK PLC(GSK)53,68853,68802,6332,9630.21%+330
ETF OPPORTUNITIES TRUST
HEDGEYE CAPITAL
011,092+11,09203200.02%+320
NETFLIX INC(NFLX)03,230+3,23003110.02%+311
CATERPILLAR INC DEL(CAT)3,6803,400-2802,1082,4090.17%+301
TJX COMPANIES(TJX)52,94852,728-2208,1338,4210.59%+288
PHILIP MORRIS INTERNATIONAL(PM)29,72830,436+7084,7685,0320.36%+264
FIGURE TECHNOLOGY SOLUTIO(FGRS)07,655+7,65502600.02%+260
ASML HLDG NV
N Y REGISTRY SHS
0180+18002380.02%+238
PEPSICO INC(PEP)2,8624,154+1,2924116450.05%+234
CURTISS WRIGHT CORP(CW)0339+33902310.02%+231
UNION PAC CORP(UNP)6,6917,321+6301,5481,7760.13%+228
CANADIAN NAT RES LTD(CNQ)14,99214,99205077310.05%+224
COCA COLA CO(KO)17,99219,469+1,4771,2581,4810.10%+223
ARCHER DANIELS MIDLAND CO02,932+2,93202130.02%+213
F5 INC(FFIV)0725+72502100.01%+210
SELECT SECTOR SPDR TR
ST STR UTIL ETF
04,440+4,44002040.01%+204
WISDOMTREE TR(WT)02,248+2,24802010.01%+201
DEERE & CO.(DE)1,9631,96309141,1060.08%+192
SHELL PLC(SHEL)8,3508,367+176147780.05%+164
BAKER HUGHES COMPANY(BKR)8,5458,993+4483895490.04%+160
CARPENTER TECHNOLOGY CORP(CRS)1,9651,96506197750.05%+156
PEABODY ENERGY CORP(BTU)45,65245,697+451,3561,5060.11%+150
CONSOLIDATED EDISON INC(ED)13,24612,931-3151,3161,4640.10%+148
ALTRIA GROUP INC(MO)17,32417,32409991,1430.08%+144
VALERO ENERGY CORP(VLO)1,6441,64402684060.03%+138
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,1752,361+1866617980.06%+137
SPDR SERIES TRUST
ST STR SP METAL
3,4164,521+1,1053544880.03%+134
LIGHTWAVE LOGIC INC(LWLG)35,00035,00001132460.02%+133
SOUTHERN CO(SO)14,32014,295-251,2491,3800.10%+131
PFIZER INC(PFE)38,29038,29009531,0750.08%+122
BRISTOL MYERS SQUIBB CO(BMY)26,42525,425-1,0001,4251,5420.11%+117
CNB FINL CORP PA(CCNE)39,70439,640-641,0391,1480.08%+109
AMERICAN CENTY ETF TR18,97718,923-541,7831,8900.13%+107
HERSHEY CO(HSY)4,1194,11907508560.06%+106
MICRON TECHNOLOGY INC(MU)1,3351,435+1003814850.03%+104
ISHARES TR17,96818,090+1223,8583,9570.28%+99
ILLINOIS TOOL WORKS(ITW)6,9266,92601,7061,8030.13%+97
ECOPETROL S A(EC)14,20015,758+1,5581422360.02%+94
ISHARES TR
CORE HIGH DV ETF
6,4176,41707808710.06%+91
HOWMET AEROSPACE INC(HWM)3,4053,40506987850.06%+87
COSTCO WHSL CORP NEW(COST)63263205456300.04%+85
KEYSIGHT TECHNOLOGIES INC(KEYS)1,0001,00002032820.02%+79
FRONTLINE PLC(FRO)19,09814,199-4,8994174950.03%+78
AGNICO EAGLES MINES LTD(AEM)4,0013,701-3006787510.05%+73
AURORA INNOVATION INC255,000255,00009791,0510.07%+72
IRON MTN INC DEL(IRM)3,5003,50002903570.03%+67
ESSENTIAL UTILITIES INC(WTRG)32,46432,46401,2451,3070.09%+62
VALVOLINE INC(VVV)30,39028,050-2,3408839450.07%+62
INTUITIVE MACHINES INC(LUNR)23,50023,50003814360.03%+55
AIR PRODS & CHEMS INC1,1651,16502883380.02%+50
ANALOG DEVICES INC(ADI)1,0661,06602893390.02%+50
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