ADIRONDACK TRUST CO
•CIK: 1054257•Filing: 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%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.8%
Technology21.0%
ETF13.5%
Consumer7.7%
Healthcare6.3%
Financial6.2%
Industrial3.1%
Consumer Staples1.6%
🚪 Exited Positionssold since Q3 2025
+305 more exited positions
Changes from Q3 2025
NEW2 new positions
↑41 increased
↓106 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023