BRYN MAWR CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSCO | 407K | $31.34M |
 | AAPL | 371K | $100.85M |
 | T | 326K | $8.09M |
 | SLQT | 323K | $454.84K |
 | RPRX | 310K | $11.97M |
 | KIM | 292K | $5.91M |
 | TFC | 240K | $11.81M |
 | MRK | 231K | $24.27M |
 | FE | 213K | $9.52M |
 | GOOGL | 186K | $58.37M |
 | MSFT | 176K | $84.88M |
 | VZ | 171K | $6.95M |
 | MDLZ | 156K | $8.38M |
 | AMRZ | 151K | $8.17M |
 | RTX | 141K | $25.84M |
 | JCI | 139K | $16.68M |
 | SSNC | 139K | $12.11M |
 | MDT | 138K | $13.28M |
 | JPM | 137K | $44.24M |
 | KHC | 133K | $3.22M |
Cisco Systems, Inc.
CSCO
Shares Held
407K
Value
$31.34M
Apple Inc.
AAPL
Shares Held
371K
Value
$100.85M
AT&T Inc.
T
Shares Held
326K
Value
$8.09M
SelectQuote, Inc.
SLQT
Shares Held
323K
Value
$454.84K
Royalty Pharma plc
RPRX
Shares Held
310K
Value
$11.97M
Kimco Realty Corporation
KIM
Shares Held
292K
Value
$5.91M
Truist Financial Corporation
TFC
Shares Held
240K
Value
$11.81M
Merck & Co., Inc.
MRK
Shares Held
231K
Value
$24.27M
FirstEnergy Corp.
FE
Shares Held
213K
Value
$9.52M
Alphabet Inc.
GOOGL
Shares Held
186K
Value
$58.37M
Microsoft Corporation
MSFT
Shares Held
176K
Value
$84.88M
Verizon Communications Inc.
VZ
Shares Held
171K
Value
$6.95M
Mondelez International, Inc.
MDLZ
Shares Held
156K
Value
$8.38M
Amrize Ltd
AMRZ
Shares Held
151K
Value
$8.17M
RTX Corporation
RTX
Shares Held
141K
Value
$25.84M
Johnson Controls International plc
JCI
Shares Held
139K
Value
$16.68M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
139K
Value
$12.11M
Medtronic plc
MDT
Shares Held
138K
Value
$13.28M
JPMorgan Chase & Co.
JPM
Shares Held
137K
Value
$44.24M
The Kraft Heinz Company
KHC
Shares Held
133K
Value
$3.22M