BRYN MAWR CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CGTX | 39K | $53.28K |
 | EPD | 38K | $1.17M |
 | WPM | 35K | $3.92M |
 | AVGO | 35K | $11.49M |
 | MO | 35K | $2.28M |
 | ACN | 34K | $8.30M |
 | A | 32K | $4.15M |
 | UNH | 31K | $10.70M |
 | NEE | 30K | $2.26M |
 | PM | 30K | $4.85M |
 | NKE | 29K | $2.00M |
 | CHD | 28K | $2.45M |
 | STZ | 27K | $3.63M |
 | CTVA | 26K | $1.78M |
 | DOW | 25K | $581.09K |
 | PEG | 25K | $2.11M |
 | CSIQ | 25K | $321.44K |
 | BR | 24K | $5.72M |
 | KDP | 24K | $606.36K |
 | V | 24K | $8.11M |
Cognition Therapeutics, Inc.
CGTX
Shares Held
39K
Value
$53.28K
Enterprise Products Partners L.P.
EPD
Shares Held
38K
Value
$1.17M
Wheaton Precious Metals Corp.
WPM
Shares Held
35K
Value
$3.92M
Broadcom Inc.
AVGO
Shares Held
35K
Value
$11.49M
Altria Group, Inc.
MO
Shares Held
35K
Value
$2.28M
Accenture plc
ACN
Shares Held
34K
Value
$8.30M
Agilent Technologies, Inc.
A
Shares Held
32K
Value
$4.15M
UnitedHealth Group Incorporated
UNH
Shares Held
31K
Value
$10.70M
NextEra Energy, Inc.
NEE
Shares Held
30K
Value
$2.26M
Philip Morris International Inc.
PM
Shares Held
30K
Value
$4.85M
NIKE, Inc.
NKE
Shares Held
29K
Value
$2.00M
Church & Dwight Co., Inc.
CHD
Shares Held
28K
Value
$2.45M
Constellation Brands, Inc.
STZ
Shares Held
27K
Value
$3.63M
Corteva, Inc.
CTVA
Shares Held
26K
Value
$1.78M
Dow Inc.
DOW
Shares Held
25K
Value
$581.09K
Public Service Enterprise Group Incorporated
PEG
Shares Held
25K
Value
$2.11M
Canadian Solar Inc.
CSIQ
Shares Held
25K
Value
$321.44K
Broadridge Financial Solutions, Inc.
BR
Shares Held
24K
Value
$5.72M
Keurig Dr Pepper Inc.
KDP
Shares Held
24K
Value
$606.36K
Visa Inc.
V
Shares Held
24K
Value
$8.11M