BRYN MAWR CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UPS | 2K | $206.71K |
 | NOW | 2K | $2.24M |
 | DTE | 2K | $342.38K |
 | PNC | 2K | $481.44K |
 | UFPI | 2K | $220.08K |
 | LMT | 2K | $1.15M |
 | CEG | 2K | $757.40K |
 | KWR | 2K | $301.84K |
 | PAYX | 2K | $282.17K |
 | PAYC | 2K | $447.29K |
 | STE | 2K | $518.89K |
 | TT | 2K | $880.63K |
 | LH | 2K | $594.82K |
 | TFX | 2K | $250.11K |
 | ADBE | 2K | $720.49K |
 | CAT | 2K | $925.78K |
 | ISRG | 2K | $858.35K |
 | EXPE | 2K | $405.48K |
 | APH | 2K | $227.45K |
 | CRL | 2K | $283.04K |
United Parcel Service, Inc.
UPS
Shares Held
2K
Value
$206.71K
ServiceNow, Inc.
NOW
Shares Held
2K
Value
$2.24M
DTE Energy Company
DTE
Shares Held
2K
Value
$342.38K
The PNC Financial Services Group, Inc.
PNC
Shares Held
2K
Value
$481.44K
UFP Industries, Inc.
UFPI
Shares Held
2K
Value
$220.08K
Lockheed Martin Corporation
LMT
Shares Held
2K
Value
$1.15M
Constellation Energy Corporation
CEG
Shares Held
2K
Value
$757.40K
Quaker Chemical Corporation
KWR
Shares Held
2K
Value
$301.84K
Paychex, Inc.
PAYX
Shares Held
2K
Value
$282.17K
Paycom Software, Inc.
PAYC
Shares Held
2K
Value
$447.29K
STERIS plc
STE
Shares Held
2K
Value
$518.89K
Trane Technologies plc
TT
Shares Held
2K
Value
$880.63K
Labcorp Holdings Inc.
LH
Shares Held
2K
Value
$594.82K
Teleflex Incorporated
TFX
Shares Held
2K
Value
$250.11K
Adobe Inc.
ADBE
Shares Held
2K
Value
$720.49K
Caterpillar Inc.
CAT
Shares Held
2K
Value
$925.78K
Intuitive Surgical, Inc.
ISRG
Shares Held
2K
Value
$858.35K
Expedia Group, Inc.
EXPE
Shares Held
2K
Value
$405.48K
Amphenol Corporation
APH
Shares Held
2K
Value
$227.45K
Charles River Laboratories International, Inc.
CRL
Shares Held
2K
Value
$283.04K