Adalta Capital Management LLC - Portfolio overview

Adalta Capital Management LLC has 118 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. MSFT - Microsoft Corporation, 9.52%
2. JPM - JPMorgan Chase & Co, 9.25%
3. BN - Brookfield Corp F Class A, 7.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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