Adalta Capital Management LLC - Q12026 Holdings

Adalta Capital Management LLC holds 97 stocks with a total portfolio value of $ 209.06M as of Q12026. In Q12026, Adalta Capital Management LLC added 13 new positions, increased stakes in 24 stocks, reduced 30 holdings, and fully exited 4 positions. The largest holding is Microsoft Corporation (MSFT), representing 6.99% of the total portfolio.