Adalta Capital Management LLC - Portfolio Stock Holdings
Adalta Capital Management LLC disclosed 111 stock positions in a recent SEC 13F filing. $228,932,635 of stock holdings were filed, with the largest holdings including MSFT, JPM, and MRK. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $305,531,576 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
111Est. Stock Holding Value:
$228,932,635Top Stock Holdings By Sector
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Portfolio Stock Holdings - Adalta Capital Management LLC
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