Adirondack Capital Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Syracuse, NY
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
44
Total value ($000)
$155,681
Net value change ($000)
+6,994 (4.7%)
New positions
3
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HDV 2,185 17.1%
VIG 1,645 24.5%
DGRO 1,303 5.1%
VYM 1,258 15.8%
IVW 780 24.6%
MSI 709 NEW
IYJ 502 18.0%
IJR 265 6.0%
GEV 265 45.8%
IWD 202 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWF -612 -11.1%
COF -451 -24.7%
BRK-B -245 -5.3%
OEF -223 -7.3%
IGSB -210 -100.0%
VTI -185 -6.1%
AAPL -152 -5.9%
MGK -148 -11.0%
V -141 -12.9%
MA -110 -12.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type