Haverford Trust Co
Institutional InvestorSimilar funds →SEC EDGAR: CIK 842941
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13F Reported Value
ⓘ$11.6B
Holdings
424
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Haverford Trust Co disclosed 424 positions worth $11.6B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.7% of the equity portfolio. During the quarter the fund opened 20 new positions and exited 18 — including a new stake in $HONA and a full exit from $DD. The portfolio is most concentrated in Other (34.0% of disclosed assets). All figures are sourced directly from Haverford Trust Co’s Form 13F-HR filing with the SEC under CIK 842941.
AI Fund Analysis
Stable
$AAPL5.7% weight
Held 7 quarters
ISHARES TR - CORE S&P500 E
4.3% weight
Held 7 quarters
$JPM3.8% weight
Held 7 quarters
$MSFT3.7% weight
Held 7 quarters
ISHARES TR - MSCI USA QLT
3.5% weight
Held 7 quarters
ISHARES TR - MSCI USA QLT
7 quarters accumulating
JANUS DETROIT STR TR - HEN
7 quarters accumulating
ISHARES TR - ISHS 5-10YR I
7 quarters accumulating
ISHARES TR - 7-10 YR TRSY
7 quarters accumulating
JANUS DETROIT STR TR - HEN
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$655.5M2,265,185 sh ISHARES TR - CORE S&P500 ETF
—Quality
$493.8M659,358 sh- 70.7#210
Quality
$435.4M1,330,284 sh - 79.8
Quality
$432.3M1,159,042 sh ISHARES TR - MSCI USA QLT FCT
—Quality
$401.9M1,831,381 sh- 78.2
Quality
$370.0M1,035,306 sh - 73.2
Quality
$315.0M1,660,453 sh ISHARES TR - CORE MSCI EAFE
—Quality
$299.1M3,097,076 sh- 85.1
Quality
$277.6M540,574 sh - 85.9
Quality
$265.7M1,327,685 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $655.5M | 2,265,185 |
| ISHARES TR - CORE S&P500 ETF | — | $493.8M | 659,358 |
| JPMORGAN CHASE & CO$JPM | 70.7#210 | $435.4M | 1,330,284 |
| MICROSOFT CORP$MSFT | 79.8 | $432.3M | 1,159,042 |
| ISHARES TR - MSCI USA QLT FCT | — | $401.9M | 1,831,381 |
 Alphabet Inc.$GOOG | 78.2 | $370.0M | 1,035,306 |
 RTX Corp$RTX | 73.2 | $315.0M | 1,660,453 |
| ISHARES TR - CORE MSCI EAFE | — | $299.1M | 3,097,076 |
 Mastercard Inc$MA | 85.1 | $277.6M | 540,574 |
 NVIDIA CORP$NVDA | 85.9 | $265.7M | 1,327,685 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Haverford Trust Co's 424 positions.
Showing top 10 of 424 holdings.
Sector Allocation
Other
$3.9B
Technology
$2.6B
Financials
$1.4B
Industrials
$1.1B
Consumer Discretionary
$807.9M
Healthcare
$717.1M
Consumer Staples
$442.4M
Utilities
$234.3M
Top Holdings — Haverford Trust Co (Q2 2026)
Top 150 of 424 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $655.5M | 5.7% | -3% | 76.4 |
| 2 | — | ISHARES TR - CORE S&P500 ETF | $493.8M | 4.3% | +8% | — |
| 3 | $JPM | JPMORGAN CHASE & CO | $435.4M | 3.8% | -2% | 70.7 |
| 4 | $MSFT | MICROSOFT CORP | $432.3M | 3.7% | -2% | 79.8 |
| 5 | — | ISHARES TR - MSCI USA QLT FCT | $401.9M | 3.5% | +3% | — |
| 6 | $GOOG | Alphabet Inc. | $370.0M | 3.2% | -1% | 78.2 |
| 7 | $RTX | RTX Corp | $315.0M | 2.7% | -2% | 73.2 |
| 8 | — | ISHARES TR - CORE MSCI EAFE | $299.1M | 2.6% | +4% | — |
| 9 | $MA | Mastercard Inc | $277.6M | 2.4% | -3% | 85.1 |
| 10 | $NVDA | NVIDIA CORP | $265.7M | 2.3% | +8% | 85.9 |
| 11 |  $COST | COSTCO WHOLESALE CORP /NEW | $265.4M | 2.3% | -2% | 66.2 |
| 12 |  $BLK | BlackRock, Inc. | $264.5M | 2.3% | -8% | 70 |
| 13 |  $JNJ | JOHNSON & JOHNSON | $253.1M | 2.2% | -2% | 69 |
| 14 | — | ISHARES INC - CORE MSCI EMKT | $250.1M | 2.2% | +2% | — |
| 15 | — | ISHARES TR - CORE S&P SCP ETF | $237.2M | 2.0% | -0% | — |
| 16 |  $TJX | TJX COMPANIES INC /DE/ | $231.6M | 2.0% | -2% | 68.7 |
| 17 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $228.6M | 2.0% | +10% | — |
| 18 |  $LLY | ELI LILLY & Co | $199.1M | 1.7% | -1% | 87.5 |
| 19 | — | ISHARES TR - CORE S&P MCP ETF | $191.8M | 1.7% | +0% | — |
| 20 | — | JANUS DETROIT STR TR - HENDERSON MTG | $179.7M | 1.6% | +8% | — |
| 21 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $175.7M | 1.5% | +3% | — |
| 22 |  $ETN | Eaton Corp plc | $165.6M | 1.4% | +9% | — |
| 23 |  $NEE | NEXTERA ENERGY INC | $151.7M | 1.3% | -2% | 64.6 |
| 24 |  $PEP | PEPSICO INC | $150.1M | 1.3% | -3% | 63.4 |
| 25 |  $LOW | LOWES COMPANIES INC | $149.7M | 1.3% | -15% | 60.8 |
| 26 |  $CVX | CHEVRON CORP | $146.5M | 1.3% | -1% | 62.8 |
| 27 |  $SPGI | S&P Global Inc. | $128.0M | 1.1% | +2% | 76.1 |
| 28 |  $AVGO | Broadcom Inc. | $125.6M | 1.1% | +25% | 84.5 |
| 29 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $109.4M | 0.9% | -4% | 65.1 |
| 30 |  $CSCO | CISCO SYSTEMS, INC. | $109.1M | 0.9% | -4% | 70.3 |
| 31 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $108.4M | 0.9% | +10% | — |
| 32 |  $NVT | nVent Electric plc | $106.9M | 0.9% | -1% | — |
| 33 |  $META | Meta Platforms, Inc. | $99.9M | 0.9% | -16% | 79.6 |
| 34 |  $HONA | Honeywell Aerospace Inc. | $98.8M | 0.8% | NEW | — |
| 35 |  $KO | COCA COLA CO | $98.5M | 0.8% | -4% | 69.5 |
| 36 |  $AON | Aon plc | $98.5M | 0.8% | -14% | — |
| 37 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $93.9M | 0.8% | -2% | — |
| 38 |  $HON | HONEYWELL INTERNATIONAL INC | $93.4M | 0.8% | -54% | 65 |
| 39 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $88.6M | 0.8% | -2% | — |
| 40 | — | ISHARES TR - ISHS 1-5YR INVS | $86.8M | 0.8% | -14% | — |
| 41 |  $SPY | SPDR S&P 500 ETF TRUST | $86.1M | 0.7% | -1% | — |
| 42 |  $APD | Air Products & Chemicals, Inc. | $86.1M | 0.7% | -11% | 46.4 |
| 43 |  $TXN | TEXAS INSTRUMENTS INC | $83.6M | 0.7% | -5% | 73.4 |
| 44 |  $MCK | MCKESSON CORP | $83.0M | 0.7% | -2% | 63.4 |
| 45 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $81.1M | 0.7% | -8% | — |
| 46 |  $SYK | STRYKER CORP | $80.3M | 0.7% | -2% | 72.1 |
| 47 | — | ISHARES TR - ISHS 5-10YR INVT | $80.3M | 0.7% | +3% | — |
| 48 | — | ISHARES TR - 0-5 YR TIPS ETF | $74.4M | 0.6% | +3% | — |
| 49 |  $ACN | Accenture plc | $73.8M | 0.6% | -20% | — |
| 50 |  $ORCL | ORACLE CORP | $72.4M | 0.6% | -10% | 66.2 |
| 51 |  $MCD | MCDONALDS CORP | $67.5M | 0.6% | -1% | 69 |
| 52 |  $ASML | ASML HOLDING NV | $65.7M | 0.6% | -2% | — |
| 53 | — | VANGUARD STAR FDS - VG TL INTL STK F | $63.5M | 0.6% | +1% | — |
| 54 |  $PM | Philip Morris International Inc. | $62.3M | 0.5% | +4% | 75.9 |
| 55 |  $MDT | Medtronic plc | $55.9M | 0.5% | -32% | 68.7 |
| 56 | — | ISHARES TR - MSCI INTL QUALTY | $54.3M | 0.5% | +26% | — |
| 57 |  $WM | WASTE MANAGEMENT INC | $54.2M | 0.5% | +4% | 67.6 |
| 58 |  $LIN | LINDE PLC | $48.7M | 0.4% | +11% | — |
| 59 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $45.0M | 0.4% | -9% | — |
| 60 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $44.3M | 0.4% | -1% | — |
| 61 |  $MSI | Motorola Solutions, Inc. | $43.7M | 0.4% | NEW | 71.8 |
| 62 |  $TEL | TE Connectivity plc | $42.4M | 0.4% | +0% | — |
| 63 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $40.0M | 0.3% | -4% | — |
| 64 |  $JCI | Johnson Controls International plc | $37.7M | 0.3% | -2% | — |
| 65 |  $GOOGL | Alphabet Inc. | $37.3M | 0.3% | +0% | 78.2 |
| 66 |  $HD | HOME DEPOT, INC. | $36.4M | 0.3% | -2% | 60.3 |
| 67 |  $QCOM | QUALCOMM INC/DE | $35.2M | 0.3% | -28% | 70.5 |
| 68 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $35.2M | 0.3% | +4% | — |
| 69 |  $MRK | Merck & Co., Inc. | $35.0M | 0.3% | -2% | 59.9 |
| 70 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $34.9M | 0.3% | -0% | — |
| 71 | — | ISHARES TR - 7-10 YR TRSY BD | $34.0M | 0.3% | +89% | — |
| 72 |  $MAS | MASCO CORP /DE/ | $34.0M | 0.3% | -3% | 58.2 |
| 73 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $33.7M | 0.3% | +11% | — |
| 74 | — | ISHARES TR - EXPANDED TECH | $32.2M | 0.3% | +1796% | — |
| 75 |  $PG | PROCTER & GAMBLE Co | $29.7M | 0.3% | -1% | 64.6 |
| 76 |  $BRK.A | BERKSHIRE HATHAWAY INC | $28.5M | 0.3% | +0% | 73.8 |
| 77 |  $V | VISA INC. | $27.8M | 0.2% | -4% | 82.9 |
| 78 |  $ADP | AUTOMATIC DATA PROCESSING INC | $27.3M | 0.2% | -6% | 69.8 |
| 79 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $26.1M | 0.2% | -7% | — |
| 80 |  $VZ | VERIZON COMMUNICATIONS INC | $25.4M | 0.2% | -2% | 65.8 |
| 81 | — | ISHARES TR - RUS 1000 GRW ETF | $24.7M | 0.2% | +312% | — |
| 82 |  $MS | MORGAN STANLEY | $22.0M | 0.2% | -3% | 75.8 |
| 83 |  $LMT | LOCKHEED MARTIN CORP | $20.5M | 0.2% | -1% | 65.6 |
| 84 |  $ABBV | AbbVie Inc. | $20.3M | 0.2% | -1% | 72.6 |
| 85 |  $BRK.B | BERKSHIRE HATHAWAY INC | $20.3M | 0.2% | +4% | 73.8 |
| 86 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $20.1M | 0.2% | -1% | — |
| 87 |  $AMZN | AMAZON COM INC | $19.5M | 0.2% | +4% | 68.7 |
| 88 | — | ISHARES TR - 3 7 YR TREAS BD | $19.4M | 0.2% | +2% | — |
| 89 |  $XOM.R34088 | EXXON MOBIL CORP | $19.1M | 0.2% | +0% | 57.9 |
| 90 |  $UNP | UNION PACIFIC CORP | $18.8M | 0.2% | +57% | 69.7 |
| 91 |  $APH | AMPHENOL CORP /DE/ | $18.4M | 0.2% | +2771% | 79.3 |
| 92 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $18.2M | 0.2% | +6% | — |
| 93 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $17.2M | 0.1% | +1% | — |
| 94 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $16.9M | 0.1% | -1% | 66.8 |
| 95 |  $UNH | UNITEDHEALTH GROUP INC | $16.4M | 0.1% | -10% | 62.7 |
| 96 |  $CTAS | CINTAS CORP | $14.6M | 0.1% | +4% | 68.7 |
| 97 |  $CME | CME GROUP INC. | $13.8M | 0.1% | -4% | 69.5 |
| 98 | — | ISHARES TR - RUS 1000 VAL ETF | $13.5M | 0.1% | -1% | — |
| 99 |  $UPS | UNITED PARCEL SERVICE INC | $13.3M | 0.1% | -0% | 58.6 |
| 100 | — | VANGUARD WORLD FD - INF TECH ETF | $12.8M | 0.1% | +686% | — |
| 101 |  $INTU | INTUIT INC. | $12.0M | 0.1% | -21% | 79.3 |
| 102 | — | ISHARES TR - MSCI USA MMENTM | $11.1M | 0.1% | +12% | — |
| 103 |  $GD | GENERAL DYNAMICS CORP | $10.8M | 0.1% | -2% | 68.7 |
| 104 |  $AMGN | AMGEN INC | $10.8M | 0.1% | -0% | 79.2 |
| 105 | — | ISHARES TR - RUS MID CAP ETF | $10.1M | 0.1% | +5% | — |
| 106 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $9.9M | 0.1% | +36% | — |
| 107 | — | VANGUARD INDEX FDS - SMALL CP ETF | $9.6M | 0.1% | -0% | — |
| 108 |  $PFE | PFIZER INC | $9.2M | 0.1% | -1% | 62 |
| 109 |  $WMT | Walmart Inc. | $9.0M | 0.1% | -1% | 60.2 |
| 110 |  $AMT | AMERICAN TOWER CORP /MA/ | $8.9M | 0.1% | -66% | 66.3 |
| 111 |  $Q | Qnity Electronics, Inc. | $8.8M | 0.1% | -3% | 68.4 |
| 112 |  $ITW | ILLINOIS TOOL WORKS INC | $7.6M | 0.1% | -8% | 63.6 |
| 113 |  $ABT | ABBOTT LABORATORIES | $7.6M | 0.1% | -4% | 65.5 |
| 114 | — | ISHARES TR - RUSSELL 2000 ETF | $7.5M | 0.1% | +1% | — |
| 115 |  $IVZ | Invesco Ltd. | $7.5M | 0.1% | -1% | — |
| 116 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $6.5M | 0.1% | +0% | — |
| 117 |  $EMR | EMERSON ELECTRIC CO | $6.4M | 0.1% | +2% | 65.3 |
| 118 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | $6.2M | 0.1% | +12% | — |
| 119 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $5.6M | 0.1% | +47% | 73.7 |
| 120 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $5.6M | 0.1% | +1% | — |
| 121 |  $CTVA | Corteva, Inc. | $5.5M | 0.1% | -1% | 47.2 |
| 122 |  $GE | GENERAL ELECTRIC CO | $5.5M | 0.1% | +8% | 73.8 |
| 123 |  $CAT | CATERPILLAR INC | $5.1M | 0.0% | +4% | 66.5 |
| 124 | — | ISHARES TR - FLTG RATE NT ETF | $5.0M | 0.0% | -3% | — |
| 125 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $5.0M | 0.0% | -0% | 61.4 |
| 126 | — | ISHARES TR - ULTRA SHORT DUR | $4.9M | 0.0% | +0% | — |
| 127 |  $BDX | BECTON DICKINSON & CO | $4.9M | 0.0% | -2% | 59 |
| 128 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.8M | 0.0% | -2% | 70 |
| 129 |  $WT | WisdomTree, Inc. | $4.8M | 0.0% | +2% | 59.9 |
| 130 | — | ISHARES TR - S&P 500 GRWT ETF | $4.6M | 0.0% | +1% | — |
| 131 | — | ISHARES TR - MSCI USA MIN ETF | $4.5M | 0.0% | -0% | — |
| 132 |  $MMM | 3M CO | $4.5M | 0.0% | -0% | 64.9 |
| 133 |  $GEV | GE Vernova Inc. | $4.4M | 0.0% | -2% | 81.1 |
| 134 |  $NVS | NOVARTIS AG | $4.4M | 0.0% | -1% | — |
| 135 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $4.4M | 0.0% | -0% | — |
| 136 | — | VANGUARD WORLD FD - ESG US STK ETF | $4.4M | 0.0% | +13% | — |
| 137 |  $AXP | AMERICAN EXPRESS CO | $4.3M | 0.0% | -4% | 69.4 |
| 138 |  $MO | ALTRIA GROUP, INC. | $4.3M | 0.0% | +1% | 67.4 |
| 139 | — | ISHARES TR - U.S. TECH ETF | $4.2M | 0.0% | +0% | — |
| 140 |  $CL | COLGATE PALMOLIVE CO | $4.2M | 0.0% | -3% | 61.3 |
| 141 | $META | Meta Platforms, Inc. | $4.2M | 0.0% | +0% | 79.6 |
| 142 |  $PWR | QUANTA SERVICES, INC. | $4.1M | 0.0% | -7% | 72.1 |
| 143 |  $SHW | SHERWIN WILLIAMS CO | $4.0M | 0.0% | +5% | 61.3 |
| 144 |  $GS | GOLDMAN SACHS GROUP INC | $4.0M | 0.0% | +12% | 73.5 |
| 145 |  $WFC | WELLS FARGO & COMPANY/MN | $4.0M | 0.0% | -6% | 61.8 |
| 146 | — | ISHARES TR - RUS 1000 ETF | $3.9M | 0.0% | +0% | — |
| 147 |  $NSC | NORFOLK SOUTHERN CORP | $3.9M | 0.0% | -2% | 63.2 |
| 148 | — | ISHARES TR - SELECT DIVID ETF | $3.7M | 0.0% | +29% | — |
| 149 | — | ISHARES TR - INTRM GOV CR ETF | $3.6M | 0.0% | +4% | — |
| 150 |  $KLAC | KLA CORP | $3.5M | 0.0% | +872% | 78.6 |
New Positions (20)
$HONA Honeywell Aerospace Inc.$98.8M$MSI Motorola Solutions, Inc.$43.7M
$RKLB Rocket Lab Corp$647,409
$CRWD CrowdStrike Holdings, Inc.$414,385 DIMENSIONAL ETF TRUST - US LARG VECT ETF$409,765
$PANW Palo Alto Networks Inc$385,353 ISHARES INC - JP MRGN EM HI BD$384,284
ISHARES TR - RUSEL 2500 ETF$337,565
VANGUARD MALVERN FDS - CORE BD ETF$333,800
ETF SER SOLUTIONS - DEFIA QUANT ETF$297,684
$WELL WELLTOWER INC.$262,604 SPDR SERIES TRUST - ST STR SP600SM C$239,387
$PFH PRUDENTIAL FINANCIAL INC$233,776
$NUE NUCOR CORP$232,328
$MRVL Marvell Technology, Inc.$223,715Exited Positions (18)
$DD DuPont de Nemours, Inc. SPDR SERIES TRUST
$HLT Hilton Worldwide Holdings Inc.
$SEIC SEI INVESTMENTS CO
$TSCO TRACTOR SUPPLY CO /DE/ VANGUARD WORLD FD
$ISRG INTUITIVE SURGICAL INC
$VRTX VERTEX PHARMACEUTICALS INC / MA
$ADSK Autodesk, Inc.
$CBRE CBRE GROUP, INC.
$CPRT COPART INC
$CDNS CADENCE DESIGN SYSTEMS INC
$REGN REGENERON PHARMACEUTICALS, INC.
$LAD LITHIA MOTORS INC
$KVUE Kenvue Inc.Browse Top Institutional Investors
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