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PHILADELPHIA TRUST CO

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001110806

$1.6M

disclosed book value

269

positions

12.3%

largest position share

Positions, as of 2026-06-30

top 100 of 269 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORP956,370$191,36012.3%
2COHRCOHERENT CORP208,792$82,3625.3%
3AAPLAPPLE INC253,884$73,4644.7%
4GOOGLALPHABET INC CL A197,482$70,5744.5%
5GSGOLDMAN SACHS GROUP INC45,724$46,2443%
6PANWPALO ALTO NETWORKS INC.130,044$44,3482.8%
7MSFTMICROSOFT CORP117,041$43,6592.8%
8BRK/BBERKSHIRE HATHAWAY INC-CL B86,575$43,3212.8%
9RTXRTX CORPORATION211,151$40,0622.6%
10BWXTBWX TECHNOLOGIES INC195,245$38,0042.4%
11ABBVABBVIE INC150,654$37,9112.4%
12AVGOBROADCOM INC96,423$36,4242.3%
13ROKROCKWELL AUTOMATION INC71,525$35,4112.3%
14IBMIBM CORPORATION124,508$35,0132.2%
15LHXL3 HARRIS TECHNOLOGIES INC114,403$33,2442.1%
16PGCPEAPACK-GLADSTONE FINL CORP616,424$29,1751.9%
17SOLSSOLSTICE ADVANCED MATLS INC298,572$26,4531.7%
18AMZNAMAZON COM INC95,313$22,7171.5%
19DRSLEONARDO DRS INC469,386$20,0291.3%
20UBERUBER TECHNOLOGIES INC257,400$18,5741.2%
21GOOGALPHABET INC CL C50,651$17,8971.1%
22IQVIQVIA HOLDINGS INC91,933$17,7631.1%
23MPCMARATHON PETROLEUM CORPORATION69,039$17,6511.1%
24AMATAPPLIED MATLS INC23,010$16,6361.1%
25METAMETA PLATFORMS INC28,779$16,2111%
26ABTABBOTT LABS INC173,744$15,7661%
27VOOVANGUARD INDEX FDS20,987$14,4140.9%
28NEMNEWMONT CORP151,349$14,1360.9%
29VTIVANGUARD TOTAL STOCK MARKET ETF36,765$13,6050.9%
30MGKVANGUARD WORLD FD152,500$13,4060.9%
31AMGNAMGEN INC36,796$13,3250.9%
32HONHONEYWELL INTL INC58,138$13,0170.8%
33HONAHONEYWELL AEROSPACE INC58,134$12,8520.8%
34FCXFREEPORT MCMORAN INC188,234$11,8380.8%
35FANGDIAMONDBACK ENERGY INC66,214$11,6390.7%
36DHID R HORTON INC69,212$11,2730.7%
37BACBANK OF AMERICA CORP186,311$10,6160.7%
38JPMJP MORGAN CHASE & CO32,064$10,4960.7%
39DVNDEVON ENERGY CORPORATION232,639$9,6130.6%
40PHYSSPROTT PHYSICAL GOLD TR303,867$9,1680.6%
41XOMEXXON MOBIL CORPORATION64,598$8,8320.6%
42GHMGRAHAM CORP64,374$7,9690.5%
43JNJJOHNSON & JOHNSON30,688$7,7940.5%
44ISRGINTUITIVE SURGICAL INC18,396$7,3160.5%
45TJXTJX COMPANIES48,158$7,2960.5%
46MRKMERCK & CO INC52,416$6,7350.4%
47EMYBEMBASSY BANCORP INC295,906$6,3860.4%
48DUKDUKE ENERGY CORP48,569$6,1480.4%
49CRMSALESFORCE.COM35,768$5,6030.4%
50TAT&T INC269,629$5,5810.4%
51AMKRAMKOR TECHNOLOGY INC63,900$5,5100.4%
52PMPHILIP MORRIS INTERNATIONAL30,436$5,5060.4%
53VZVERIZON COMMUNICATIONS126,637$5,3620.3%
54VVISA INC CL A15,494$5,3160.3%
55PKBKPARKE BANCORP INC153,910$5,1040.3%
56NBIXNEUROCRINE BIOSCIENCES INC30,135$5,0790.3%
57INTCINTEL CORP34,659$4,8390.3%
58IWBISHARES TR11,628$4,7620.3%
59ELANELANCO ANIMAL HEALTH INC190,431$4,6870.3%
60LLYELI LILLY & CO3,859$4,6290.3%
61AMLPALPS ETF TR88,288$4,5780.3%
62ITAISHARES TR18,055$4,3770.3%
63DGICADONEGAL GROUP INC223,650$4,2180.3%
64HLITHARMONIC INC248,397$4,0560.3%
65VOOGVANGUARD ADMIRAL FDS INC47,052$3,8870.2%
66GABGABELLI EQUITY TR INC655,219$3,7090.2%
67VOVANGUARD INDEX FDS45,420$3,6590.2%
68STAGSTAG INDL INC95,681$3,6420.2%
69CATCATERPILLAR INC DEL3,370$3,5890.2%
70CYRXCRYOPORT INC228,173$3,5820.2%
71CDRECADRE HLDGS INC120,601$3,4380.2%
72AMDADVANCED MICRO DEVICES INC5,880$3,4160.2%
73GEGE AEROSPACE9,025$3,3730.2%
74AURAURORA INNOVATION INC465,000$3,1710.2%
75EQTEQT CORP57,988$3,0830.2%
76GEVGE VERNOVA INC2,586$3,0380.2%
77GSKGSK PLC53,680$2,8140.2%
78VIGVANGUARD SPECIALIZED FUNDS11,843$2,8020.2%
79NKENIKE INC63,525$2,6080.2%
80ORCLORACLE CORP17,431$2,5550.2%
81CITHE CIGNA GROUP9,239$2,5470.2%
82CVXCHEVRON CORPORATION14,243$2,3610.2%
83IJHISHARES TR30,475$2,3500.2%
84BBARRICK GOLD CORP62,531$2,2970.1%
85AVIVAMERICAN CENTY ETF TR28,259$2,1880.1%
86MUBISHARES TR20,289$2,1840.1%
87QCOMQUALCOMM INC11,385$2,1040.1%
88IVVISHARES TR2,665$1,9960.1%
89PNCPNC FINANCIAL SERVICES GROUP8,052$1,9830.1%
90AVDVAMERICAN CENTY ETF TR18,892$1,9470.1%
91UNPUNION PAC CORP6,974$1,8970.1%
92PPLTABRDN PLATINUM ETF TRUST133,260$1,8830.1%
93ITWILLINOIS TOOL WORKS6,926$1,8730.1%
94IEFAISHARES TR19,249$1,8590.1%
95MEDTRONIC PLC23,367$1,8280.1%
96MUMICRON TECHNOLOGY INC1,535$1,7720.1%
97SPYSPDR S&P 500 ETF TRUST2,252$1,6820.1%
98CCITIGROUP INC11,496$1,6090.1%
99KOCOCA COLA CO19,469$1,5820.1%
100IWRISHARES TR13,913$1,5350.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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