ADIRONDACK TRUST CO
โขCIK: 1054257โขFiling: Q4 2025
**ADIRONDACK TRUST CO** manages $304M across a diversified portfolio of 537 positions. The fund maintains significant exposure to mega-cap technology and growth names, highlighted by top holdings including SPY ($40.0M) and AAPL ($18.3M). Further concentration is evident in NVDA ($16.7M) and MSFT ($11.8M), suggesting a strategic tilt toward market leaders. This allocation profile indicates a conviction in established, high-growth equity sectors.
Total AUM
$304.0M
QoQ Performance
+2.0%
Positions
537
Top 10 Concentration
43.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
AAPL
NVDA
SPY13.2%
AAPL6.0%
NVDA5.5%
MSFT3.9%
AMZN2.9%
VTHR2.9%
JPM2.3%
MDY2.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other36.7%
Technology21.0%
ETF13.5%
Consumer7.7%
Healthcare6.3%
Financial5.2%
Industrial3.1%
Energy2.2%
๐ช Exited Positionssold since Q3 2025
+305 more exited positions
Changes from Q3 2025
NEW2 new positions
โ41 increased
โ106 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022