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Vertical Cap Income Fund shs ben int shares owned by Bryn Mawr Trust

Quarter-by-quarter ownership of Vertical Cap Income Fund shs ben int (CCIF) shares owned by Bryn Mawr Trust from 13F filings

Historical chart of Bryn Mawr Trust investment in Vertical Cap Income Fund shs ben int

Tip: Access up to 7 years of quarterly data

All positions including Vertical Cap Income Fund shs ben int held by Bryn Mawr Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertical Cap Income Fund shs ben int by Bryn Mawr Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $13k 4.0k 3.21

More positions owned by Bryn Mawr Trust

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Comcast Corp Cl A (CMCSA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Johnson & Johnson (JNJ)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Eafe Etf (EFA)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Bryn Mawr Trust

Top funds holding Vertical Cap Income Fund shs ben int

Cambridge Investment Research Advisors
Morgan Stanley
Brooklyn Capital Management
Hancock Bank Trust Department
Almitas Capital
Eagle Point Credit Management
Thomas J. Herzfeld Advisors
GatePass Capital
Cetera Investment Advisers
Belpointe Asset Management
Melfa Wealth Management
Cura Wealth Advisors
LPL Financial
Kovack Advisors
Citadel Advisors

View all funds holding Vertical Cap Income Fund shs ben int