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Adirondack Trust Co 13F Filings, Portfolio & Analysis

CIK: 0001054257
Saratoga Springs 473 Broadway
Zip Code: 12866
Latest Portfolio Value
$297.62 M
-2.10%
Total Holdings
544
7
Latest Report Date
Q1 2026
Top 10 Concentration
39.95%

Adirondack Trust Co — Portfolio Overview & Company Profile

Adirondack Trust Co (CIK: 0001054257) is a financial institution headquartered at 473 Broadway, , Saratoga Springs, New York 12866. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $297.62 M, comprising 544 distinct securities. Over its filing history, it has submitted 52 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 40.0%. Quarterly turnover: 3.9%. ▲ 34 new, +64 added, −161 reduced, ×28 exited.

Portfolio Summary (Q1 2026)

Asset Allocation

Stocks/ETFs
-1.92%
$292.39 M 98.24%
Options
$0 0.00%
Debt
-14.65%
$224,660 0.08%
Other
-11.16%
$5.01 M 1.68%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
56,677 $36.86 M 12.38% ▼ 1,999 Reduce -3.4%
64,704 $16.42 M 5.52% ▼ 2,577 Reduce -3.8%
87,737 $15.3 M 5.14% ▼ 1,751 Reduce -2.0%
32,632 $9.38 M 3.15% ▲ 3,604 Add 12.4%
23,774 $8.8 M 2.96% ▼ 640 Reduce -2.6%
37,117 $7.73 M 2.60% ▼ 683 Reduce -1.8%
20,141 $5.92 M 1.99% ▼ 1,600 Reduce -7.4%
9,587 $5.91 M 1.99% ▼ 721 Reduce -7.0%
7,556 $5.35 M 1.80% ▼ 273 Reduce -3.5%
244,444 $5.12 M 1.72% ▲ 89,143 Add 57.4%

Historical Portfolio Charts