Data as of Q4 2025 (Dec 31, 2025)

Adirondack Capital Advisors, LLC

โ€ขCIK: 2107623โ€ขFiling: Q4 2025

**Adirondack Capital Advisors, LLC** manages $149M across a portfolio of 42 positions, exhibiting a clear focus on dividend-paying and established equity sectors. Top holdings reveal significant allocations to core dividend ETFs, notably IVV ($37.8M) and DGRO ($25.4M), suggesting a defensive, income-oriented mandate. Further concentration in high-quality dividend payers like HDV ($12.8M) and VYM ($8.0M) anchors the strategy. The portfolio maintains diversification across market segments, including technology and broad market exposure.

Total AUM
$148.7M
QoQ Performance
N/A
Positions
23
Top 10 Concentration
78.5%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
DGRO
HDV
VYM
IVE
IVV25.4%
DGRO17.1%
HDV8.6%
VYM5.4%
IVE5.2%
VIG4.5%
IWF3.7%
BRK/B3.1%

๐Ÿ“ˆ Biggest Buys

IVV
ISHARES TR
NEW
25.4% of portfolio
DGRO
ISHARES TR
NEW
17.1% of portfolio
HDV
ISHARES TR
NEW
8.6% of portfolio
VYM
VANGUARD WHITEHALL FDS
NEW
5.4% of portfolio
IVE
ISHARES TR
NEW
5.2% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other65.9%
ETF25.4%
Financial5.7%
Technology2.5%
Industrial0.3%
Consumer0.2%