ADIRONDACK TRUST CO

CIK: 0001054257Latest portfolio: $304.0M · Q4 2025

Holdings

537

Total Value

$304.0M

New Positions

533

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
SPYSPDR S & P 500 ETF TRUST
58,676$40.0M13.16%NEW
2
AAPLAPPLE INC
67,281$18.3M6.02%NEW
3
NVDANVIDIA CORP.
89,488$16.7M5.49%NEW
4
MSFTMICROSOFT CORP
24,414$11.8M3.88%NEW
5
AMZNAMAZON. COM, INC
37,800$8.7M2.87%NEW
6
VTHRETF VANGUARD RUSSELL 3000
29,028$8.7M2.87%NEW
7
JPMJPMORGAN CHASE & CO COM
21,741$7.0M2.30%NEW
8
MDYS & P MIDCAP 400 DEPOSITORY RECEIPTS ETF
10,308$6.2M2.05%NEW
9
IWFISHARES RUSSELL 1000 GROWTH ETF
11,699$5.5M1.82%NEW
10
BRK/BBERKSHIRE HATHAWAY INC. DEL CLASS B
9,746$4.9M1.61%NEW
11
JNJJOHNSON & JOHNSON
21,853$4.5M1.49%NEW
12
CATCATERPILLAR INC
7,829$4.5M1.47%NEW
13
LLYELI LILLY & CO
3,915$4.2M1.38%NEW
14
IJRISHARES CORE S&P SMALL-CAP ETF
33,033$4.0M1.31%NEW
15
METAMETA PLATFORMS INC
5,936$3.9M1.29%NEW
16
PGPROCTER & GAMBLE CO
27,153$3.9M1.28%NEW
17
MCDMCDONALDS CORP
11,222$3.4M1.13%NEW
18
AGGISHARES CORE TOTAL US AGGREGATE BOND ETF
34,098$3.4M1.12%NEW
19
IBDWISHARES IBONDS DEC 2031 TERM CORPORATE ETF
155,301$3.3M1.08%NEW
20
ABBVABBVIE INC.
14,227$3.3M1.07%NEW
21
HDHOME DEPOT INC
9,394$3.2M1.06%NEW
22
TIPISHARES TIPS BOND ETF
28,423$3.1M1.03%NEW
23
VUGVANGUARD GROWTH ETF
6,388$3.1M1.02%NEW
24
IBDVISHARES IBONDS DEC 2030 TERM CORP-ETF
132,826$2.9M0.96%NEW
25
IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF
122,958$2.9M0.95%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.8289166881180524e+136T)
Industrials0.0% ($4.484226620699349e+114T)
Healthcare0.0% ($4.522420732501248e+97T)
Unknown0.0% ($4.898103794283947e+85T)
Consumer Cyclical0.0% ($8.723342932322198e+64T)
Energy0.0% ($2.852239611887776e+63T)
Consumer Defensive0.0% ($3.8902693253220784e+48T)
Utilities0.0% ($1.974119096158433e+35T)
Communication Services0.0% ($3.9171150109455214e+27T)
Basic Materials0.0% ($2.2118213812099805e+25T)
Real Estate0.0% ($3482.3T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 8, 2026$304.0M624
Q3 2025Oct 20, 2025$298.2B0
Q2 2025Jul 11, 2025$275.4B568
Q1 2025Apr 3, 2025$255.9B568

Fund Information

CIK0001054257
Most Recent FilingJan 8, 2026
Number of Filings4

ADIRONDACK TRUST CO is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $304.0M across 537 holdings. The largest position is SPDR S & P 500 ETF TRUST (SPY), representing 13.2% of the portfolio. Compared to the previous quarter, the fund opened 537 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.