Adirondack Trust Co.
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.4ptsvs SPY
Invested
$297.6M
Holdings
548
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
SPDR S & P 500 ETF TRUST
Q1 2026: Sold 2.1% (20.5k → 20.1k shares)
12.4%
02
$AAPL
APPLE INC
Q1 2026: Sold 1.5% (341.7k → 336.6k shares)
5.5%
03
$NVDA
NVIDIA CORP.
Q1 2026: Sold 1.8% (87.7k → 86.1k shares)
5.1%
04
$VTHR
ETF VANGUARD RUSSELL 3000
Held since at least Q1 2024
3.2%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +1.6% (117.5k → 119.4k shares)
3.0%
06
$AMZN
AMAZON. COM, INC
Q4 2025: New position (179.9k shares)
2.6%
07
$JPM
JPMORGAN CHASE & CO COM
Q4 2025: New position (127.1k shares)
2.0%
08
$MDY
S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF
Q4 2025: New position (1.3k shares)
2.0%
09
$CAT
CATERPILLAR INC
Q4 2025: New position (1.9k shares)
1.8%
10
$IBDW
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 05:31 UTC.