PHILADELPHIA TRUST CO

CIK: 0001110806Latest portfolio: $1.5B · Q4 2025

Holdings

258

Total Value

$1.5B

New Positions

16

Closed Positions

17

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORP
1,045,914$195.1M13.45%-20,602
2
AAPLAPPLE INC
257,740$70.1M4.83%-7,859
3
GOOGLALPHABET INC CL A
203,926$63.8M4.40%-108
4
MSFTMICROSOFT CORP
123,296$59.6M4.11%-3,250
5
COHRCOHERENT CORP
246,306$45.5M3.13%-8,222
6
BRK/BBERKSHIRE HATHAWAY INC-CL B
89,073$44.8M3.09%-1,491
7
GSGOLDMAN SACHS GROUP INC
50,031$44.0M3.03%-1,442
8
ABBVABBVIE INC
181,982$41.6M2.87%-3,741
9
AVGOBROADCOM INC
116,699$40.4M2.78%-9,167
10
RTXRTX CORPORATION
216,818$39.8M2.74%-4,499
11
IBMIBM CORPORATION
128,675$38.1M2.63%-293
12
LHXL3 HARRIS TECHNOLOGIES INC
117,586$34.5M2.38%-2,877
13
ABTABBOTT LABS INC
254,978$31.9M2.20%-3,727
14
BWXTBWX TECHNOLOGIES INC
173,319$30.0M2.07%-907
15
ROKROCKWELL AUTOMATION INC
72,944$28.4M1.96%-1,864
16
IQVIQVIA HOLDINGS INC
113,769$25.6M1.77%-1,004
17
PANWPALO ALTO NETWORKS INC.
132,544$24.4M1.68%-1,882
18
AMZNAMAZON COM INC
95,245$22.0M1.52%-718
19
HONHONEYWELL INTERNATIONAL INC
107,842$21.0M1.45%-3,246
20
UBERUBER TECHNOLOGIES INC
254,209$20.8M1.43%-2,904
21
METAMETA PLATFORMS INC
30,655$20.2M1.40%-753
22
PGCPEAPACK-GLADSTONE FINL CORP
685,605$19.1M1.32%+330K
23
NEMNEWMONT CORP
183,279$18.3M1.26%-5,314
24
GOOGALPHABET INC CL C
55,556$17.4M1.20%-2,455
25
DRSLEONARDO DRS INC
499,111$17.0M1.17%-10,113

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
PGC686K+330K
CYRX263K+20K
B75K+7K
BTU46K+6K
WTRG32K+5K
CDRE165K+4K
XOM54K+3K
GILD5K+2K
EQT52K+2K
AEP4K+2K

Decreased Positions

NameSharesChange
GAB1.1M-55200
BAC211K-31352
CTRA276K-30563
PSLV/U69K-27137
AI348K-25795
HLIT581K-21620
NVDA1.0M-20602
PHYS/U329K-16760
HPS42K-13200
GSK54K-12428

Sector Breakdown

Financial Services0.0% ($4.3977190941341515e+230T)
Technology0.0% ($1.9506370069596285e+132T)
Industrials0.0% ($3.976434520299563e+109T)
Healthcare0.0% ($4.158131946256458e+91T)
Energy0.0% ($1.1729726166276555e+60T)
Unknown0.0% ($4.477310877476839e+41T)
Consumer Cyclical0.0% ($2.1984916781332865e+33T)
Basic Materials0.0% ($1.8300666965033255e+32T)
Utilities0.0% ($5.4771686131612495e+28T)
Consumer Defensive0.0% ($1.2589998147505454e+21T)
Communication Services0.0% ($6382920235174336.0T)
Real Estate0.0% ($355033.4T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$1.5B258
Q3 2025Nov 13, 2025$1.4B259
Q2 2025Aug 13, 2025$1.3B0
Q1 2025May 13, 2025$1.2B242
Q4 2024Feb 13, 2025$1.4B244

Fund Information

CIK0001110806
Most Recent FilingFeb 12, 2026
Number of Filings5

PHILADELPHIA 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 $1.5B across 258 holdings. The largest position is NVIDIA CORP (NVDA), representing 13.4% of the portfolio. Compared to the previous quarter, the fund opened 16 new positions and closed 17 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.