Arkolith/Funds/Haverford Trust Co

Haverford Trust Co

CIK 842941Bank / broker
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Haverford Trust Co holds a diversified book of 424 stocks worth $11.6B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Honeywell Aerospace Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book.

Opened
37
bought for the first time
Added to
118
already held, bought more
Trimmed
202
sold some, still holds it
Sold out
19
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
34%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

64% mapped to company sectors

ETF / fund or unclassified
36%
Information Technology
22%
Financials
12%
Industrials
8%
Consumer Discretionary
7%
Health Care
6%
Consumer Staples
3%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Haverford Trust Co

Manager / fundShared namesTheir $ in those
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC80 / 80$16.4B
MML INVESTORS SERVICES, LLC80 / 80$12.5B
ASSETMARK, INC80 / 80$11.4B
NewEdge Advisors, LLC80 / 80$9.8B
&PARTNERS80 / 80$8.9B
Kestra Advisory Services, LLC80 / 80$7.5B
EP Wealth Advisors, LLC80 / 80$7.4B
Steward Partners Investment Advisory, LLC80 / 80$6.3B

Ranked by the share of each fund's own book sitting in the names it shares with Haverford Trust Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

424 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$655.5M2.27M
5.7%
−2.6%
Reduced · −61K sh
2Ishares TR
CORE S&P500 ETF
$493.8M659.4K
4.3%
+7.9%
Added · +49K sh
3JPMorgan Chase & Co
COM
$435.4M1.33M
3.8%
−2.1%
Reduced · −29K sh
4Microsoft Corp
COM
$432.3M1.16M
3.7%
−1.6%
Reduced · −18K sh
5Ishares TR
MSCI USA QLT FCT
$401.9M1.83M
3.5%
+3.0%
Added · +53K sh
6Alphabet Inc
CAP STK CL A
$370.0M1.04M
3.2%
−1.3%
Reduced · −13K sh
7RTX Corporation
COM
$315.0M1.66M
2.7%
−1.8%
Reduced · −31K sh
8Ishares TR
CORE MSCI EAFE
$299.1M3.10M
2.6%
+4.5%
Added · +133K sh
9Mastercard Incorporated
CL A
$277.6M540.6K
2.4%
−2.6%
Reduced · −15K sh
10Nvidia Corporation
COM
$265.7M1.33M
2.3%
+8.4%
Added · +103K sh
11Costco Wholesale Corporation
COM
$265.4M283.7K
2.3%
−2.2%
Reduced · −6K sh
12BlackRock Inc
COM
$264.5M275.1K
2.3%
−8.4%
Reduced · −25K sh
13Johnson & Johnson
COM
$253.1M996.7K
2.2%
−2.2%
Reduced · −23K sh
14Ishares Inc
CORE MSCI EMKT
$250.1M3.02M
2.2%
+2.4%
Added · +71K sh
15Ishares TR
CORE S&P SCP ETF
$237.2M1.60M
2.0%
−0.3%
Reduced · −6K sh
16TJX Cos Inc New
COM
$231.6M1.53M
2.0%
−2.2%
Reduced · −34K sh
17American Centy ETF TR
AVANTIS EMGMKT
$228.6M2.37M
2.0%
+9.7%
Added · +210K sh
18Eli Lilly & Co
COM
$199.1M166.0K
1.7%
−0.9%
Reduced · −1K sh
19Ishares TR
CORE S&P MCP ETF
$191.8M2.49M
1.7%
+0.2%
Added · +5K sh
20Janus Detroit STR TR
HENDERSON MTG
$179.7M3.99M
1.6%
+8.0%
Added · +294K sh
21American Centy ETF TR
INTL SMCP VLU
$175.7M1.70M
1.5%
+2.7%
Added · +44K sh
22Eaton Corp PLC
SHS
$165.6M388.7K
1.4%
+9.2%
Added · +33K sh
23NextEra Energy Inc
COM
$151.7M1.73M
1.3%
−1.9%
Reduced · −34K sh
24Pepsico Inc
COM
$150.1M1.11M
1.3%
−2.7%
Reduced · −31K sh
25Lowes Cos Inc
COM
$149.7M678.8K
1.3%
−15%
Reduced · −123K sh
26Chevron Corporation
COM
$146.5M883.9K
1.3%
−1.5%
Reduced · −13K sh
27S&P Global Inc
COM
$128.0M314.2K
1.1%
+2.0%
Added · +6K sh
28Broadcom Inc
COM
$125.6M332.5K
1.1%
+25%
Added · +67K sh
29Thermo Fisher Scientific Inc
COM
$109.4M218.1K
0.9%
−3.9%
Reduced · −9K sh
30Cisco Sys Inc
COM
$109.1M928.8K
0.9%
−3.8%
Reduced · −36K sh
31Janus Detroit STR TR
HENDRSON AAA CL
$108.4M2.15M
0.9%
+9.5%
Added · +187K sh
32Nvent Elec PLC
SHS
$106.9M630.1K
0.9%
−0.8%
Reduced · −5K sh
33Meta Platforms Inc
CL A
$99.9M177.3K
0.9%
−16%
Reduced · −34K sh
34Honeywell Aerospace Inc
COM
$98.8M446.8K
0.9%
New
New position
35Coca Cola Co
COM
$98.5M1.21M
0.9%
−4.2%
Reduced · −53K sh
36Aon PLC
SHS CL A
$98.5M296.9K
0.9%
−14%
Reduced · −49K sh
37Vanguard Specialized Funds
DIV APP ETF
$93.9M396.7K
0.8%
−1.5%
Reduced · −6K sh
38Honeywell Intl Inc
COM
$93.4M417.3K
0.8%
New
New position
39Vanguard Index FDS
TOTAL STK MKT
$88.6M239.4K
0.8%
−1.5%
Reduced · −4K sh
40Ishares TR
ISHS 1-5YR INVS
$86.8M1.66M
0.7%
−14%
Reduced · −279K sh
41State STR SPDR S&P 500 ETF T
TR UNIT
$86.1M115.3K
0.7%
−1.1%
Reduced · −1K sh
42Air Products And Chemicals I
COM
$86.1M293.5K
0.7%
−11%
Reduced · −35K sh
43Texas Instrs Inc
COM
$83.6M280.5K
0.7%
−5.2%
Reduced · −15K sh
44McKesson Corp
COM
$83.0M109.8K
0.7%
−2.3%
Reduced · −3K sh
45Vanguard Intl Equity Index F
FTSE PACIFIC ETF
$81.1M701.0K
0.7%
−8.2%
Reduced · −62K sh
46Stryker Corporation
COM
$80.3M255.1K
0.7%
−2.3%
Reduced · −6K sh
47Ishares TR
ISHS 5-10YR INVT
$80.3M1.51M
0.7%
+3.0%
Added · +43K sh
48Ishares TR
0-5 YR TIPS ETF
$74.4M728.7K
0.6%
+2.9%
Added · +20K sh
49Accenture PLC Ireland
SHS CLASS A
$73.8M593.3K
0.6%
−20%
Reduced · −151K sh
50Oracle Corp
COM
$72.4M494.0K
0.6%
−10%
Reduced · −57K sh
Showing 50 of 424 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026424$11.6B13F-HR
Q1 2026Mar 31, 2026May 11, 2026419$10.9B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026409$11.2B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025398$11.1B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025403$10.5B13F-HR
Q1 2025Mar 31, 2025May 14, 2025391$9.9B13F-HR
Q4 2024Dec 31, 2024Feb 11, 2025384$10.1B13F-HR
Q3 2024Sep 30, 2024Nov 5, 2024405$10.3B13F-HR
Q2 2024Jun 30, 2024Aug 13, 2024394$9.5B13F-HR
Q1 2024Mar 31, 2024May 2, 2024382$9.6B13F-HR
Q4 2023Dec 31, 2023Feb 8, 2024362$9.0B13F-HR
Q3 2023Sep 30, 2023Nov 9, 2023348$8.2B13F-HR
Q2 2023Jun 30, 2023Aug 8, 2023360$8.9B13F-HR
Q1 2023Mar 31, 2023May 12, 2023365$8.4B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023330$8.1B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022334$7.3B13F-HR
Q2 2022Jun 30, 2022Aug 12, 2022333$7.7B13F-HR
Q1 2022Mar 31, 2022May 5, 2022352$8.7B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022352$9.2B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021356$8.4B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021358$8.5B13F-HR/A
Q1 2021Mar 31, 2021May 12, 2021316$7.8B13F-HR
Q4 2020Dec 31, 2020Feb 5, 2021299$7.1B13F-HR
Amended / restated
  • Q2 2021 · filed Aug 16, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.