Fund HoldingsPHILADELPHIA TRUST CO

Total Portfolio Value
$1.45M
Total Bought
$40.8K
Total Sold
$138.4K
Net Transaction
-$97.6K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
COHERENT CORP(COHR)254,528246,306-8,22227453.13%+18
ALPHABET INC CL A(GOOG)204,034203,926-10850644.40%+14
PEAPACK-GLADSTONE FINL CORP0685,605+685,6050191.32%+19
INTUITIVE SURGICAL INC012,952+12,952070.51%+7
SOLSTICE ADVANCED MATLS INC(SOLS)0133,862+133,862070.45%+7
IQVIA HOLDINGS INC(IQV)114,773113,769-1,00422261.77%+4
ALPHABET INC CL C(GOOG)58,01155,556-2,45514171.20%+3
GOLDMAN SACHS GROUP INC(GS)51,47350,031-1,44241443.03%+3
RTX CORPORATION(RTX)221,317216,818-4,49937402.74%+3
APPLE INC(AAPL)265,599257,740-7,85968704.83%+2
NEWMONT CORP(NEM)188,593183,279-5,31416181.26%+2
ROCKWELL AUTOMATION INC(ROK)74,80872,944-1,86426281.96%+2
BIRKENSTOCK HOLDING PLC(BIRK)050,000+50,000020.14%+2
IBM CORPORATION(IBM)0128,675+128,6750382.63%+38
FREEPORT MCMORAN INC(FCX)0131,304+131,304070.46%+7
ELI LILLY & CO(LLY)04,241+4,241050.31%+5
MERCK & CO INC(MRK)52,33152,681+350460.38%+1
AMGEN INC(AMGN)027,108+27,108090.61%+9
BARRICK GOLD CORP(B)67,84574,680+6,835230.22%+1
APPLIED MATLS INC25,00023,500-1,500560.42%+1
AMAZON COM INC(AMZN)95,96395,245-71821221.52%+1
CADRE HLDGS INC(CDRE)161,123164,877+3,754670.46%+1
EXXON MOBIL CORPORATION51,07854,480+3,402670.45%+1
SLB LIMITED(SLB)020,682+20,682010.05%+1
AURORA INNOVATION INC0255,000+255,000010.07%+1
SALESFORCE.COM(CRM)032,142+32,142090.59%+9
SPROTT PHYSICAL GOLD TR(PHYS)346,163329,403-16,76010110.75%+1
JOHNSON & JOHNSON(JNJ)28,89028,785-105560.41%+1
PARKE BANCORP INC0153,910+153,910040.27%+4
REGENERON PHARMACEUTICALS(REGN)02,415+2,415020.13%+2
AMKOR TECHNOLOGY INC76,40066,400-10,000230.18%0
ABRDN PLATINUM ETF TRUST16,98615,417-1,569230.20%0
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
015,100+15,100000.03%0
BANK OF AMERICA CORP190,500186,214-4,28610100.71%0
VERTIV HOLDINGS CO(VRT)02,475+2,475000.03%0
BAKER HUGHES COMPANY(BKR)08,545+8,545000.03%0
MICRON TECHNOLOGY INC(MU)01,335+1,335000.03%0
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,175+2,175010.05%+1
SPROTT PHYSICAL GOLD & SILVE(CEF)69,39063,443-5,947330.20%0
SPDR SERIES TRUST
ST STR SP METAL
03,416+3,416000.02%0
CATERPILLAR INC DEL(CAT)3,6803,6800220.15%0
QUALCOMM INC(QCOM)12,31714,007+1,690220.17%0
VANGUARD WORLD FD32,50032,500013130.92%0
GILEAD SCIENCES INC(GILD)2,1904,646+2,456010.04%0
PEABODY ENERGY CORP(BTU)39,20545,652+6,447110.09%0
ADVANCED MICRO DEVICES INC(AMD)5,8555,880+25110.09%0
HOWMET AEROSPACE INC(HWM)03,405+3,405010.05%+1
ELDORADO GOLD CORP NEW(EGO)48,58246,813-1,769120.12%0
VANGUARD TOTAL STOCK MARKET ETF36,86536,865012120.85%0
LIQUIDIA CORPORATION(LQDA)07,500+7,500000.02%0
ELANCO ANIMAL HEALTH INC(ELAN)215,733203,310-12,423450.32%0
TJX COMPANIES(TJX)54,58852,948-1,640880.56%0
BRISTOL MYERS SQUIBB CO(BMY)026,425+26,425010.10%+1
EMBASSY BANCORP INC297,006295,906-1,100550.37%0
AMERICAN ELEC PWR CO INC2,0403,976+1,936000.03%0
ISHARES TR02,559+2,559000.02%0
CRYOPORT INC243,500263,173+19,673230.17%0
MASTERCARD INCORPORATED(MA)0377+377000.01%0
VANGUARD INDEX FDS21,54321,374-16913130.92%0
VANECK ETF TRUST
BIOTECH ETF
01,100+1,100000.01%0
KEYSIGHT TECHNOLOGIES INC(KEYS)01,000+1,000000.01%0
ISHARES TR01,920+1,920000.01%0
CITIGROUP INC(C)13,23513,128-107120.11%0
GRAHAM CORP(GHM)81,03272,032-9,000450.32%0
ASTRAZENECA PLC(AZN)04,996+4,996000.03%0
SOUTHERN COPPER CORP(SCCO)7,0387,095+57110.07%0
ESSENTIAL UTILITIES INC(WTRG)032,464+32,464010.09%+1
FIRST SOLAR INC(FSLR)2,5402,708+168110.05%0
CARPENTER TECHNOLOGY CORP(CRS)01,965+1,965010.04%+1
AMERICAN EXPRESS CO(AXP)03,595+3,595010.09%+1
INTUITIVE MACHINES INC(LUNR)023,500+23,500000.03%0
ROCKET LAB CORP(RKLB)05,750+5,750000.03%0
VANGUARD WORLD FD
HEALTH CAR ETF
04,383+4,383010.09%+1
SPROTT PHYSICAL SILVER TR(PSLV)95,96668,829-27,137220.11%0
BECTON DICKINSON & CO(BDX)010,250+10,250020.14%+2
INTEL CORP(INTC)32,40432,569+165110.08%0
DONEGAL GROUP INC0247,650+247,650050.34%+5
CUMMINS INC(CMI)1,1301,1300010.04%0
GE VERNOVA INC(GEV)2,5792,5790220.12%0
RIO TINTO PLC(RIO)07,115+7,115010.04%+1
ISHARES TR11,94611,9460440.31%0
NEXTERA ENERGY INC(NEE)04,527+4,527000.03%0
DIAMONDBACK ENERGY INC(FANG)45,70844,082-1,626770.46%0
EQT CORP(EQT)052,410+52,410030.19%+3
ADOBE INC(ADBE)0867+867000.02%0
VANGUARD SPECIALIZED FUNDS22,32822,278-50550.34%0
AMERICAN CENTY ETF TR19,22918,977-252220.12%0
VANGUARD ADMIRAL FDS INC7,8427,8420330.24%0
CNB FINL CORP PA(CCNE)40,04539,704-341110.07%0
COCA COLA CO(KO)017,992+17,992010.09%+1
GE AEROSPACE(GE)9,0259,0250330.19%0
CISCO SYSTEMS INC(CSCO)07,283+7,283010.04%+1
PNC FINANCIAL SERVICES GROUP(PNC)8,0528,0520220.12%0
DOLLAR TREE INC(DLTR)02,120+2,120000.02%0
KINROSS GOLD CORP(KGC)013,002+13,002000.03%0
TRANSOCEAN LTD(RIG)013,115+13,115000.00%0
ISHARES TR2,9232,9230220.14%0
ISHARES TR
CORE MSCI EAFE
19,24919,2490220.12%0
BANK NEW YORK MELLON CORP05,500+5,500010.04%+1
TESLA INC(TSLA)3,4113,461+50220.11%0
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