Adalta Capital Management LLC - Q42025 Holdings

Adalta Capital Management LLC holds 88 stocks with a total portfolio value of $ 224M as of Q42025. In Q42025, Adalta Capital Management LLC added 11 new positions, increased stakes in 16 stocks, reduced 26 holdings, and fully exited 25 positions. The largest holding is Microsoft Corporation (MSFT), representing 9.76% of the total portfolio.