Question 1

What stocks does ADALTA CAPITAL MANAGEMENT LLC hold in its portfolio?

Accepted Answer

ADALTA CAPITAL MANAGEMENT LLC's top stock holdings include BRW, JPM, MSFT and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ADALTA CAPITAL MANAGEMENT LLC's largest stock holdings?

Accepted Answer

ADALTA CAPITAL MANAGEMENT LLC's largest stock holdings as of their last filing include BRW (valued at approximately $1.6 million), JPM (valued at approximately $15.4 million), MSFT (valued at approximately $14.3 million), USFR (valued at approximately $1.1 million), GOOGL (valued at approximately $13.0 million).

Question 3

When was ADALTA CAPITAL MANAGEMENT LLC's last SEC filing?

Accepted Answer

ADALTA CAPITAL MANAGEMENT LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ADALTA CAPITAL MANAGEMENT LLC recently bought or sold?

Accepted Answer

ADALTA CAPITAL MANAGEMENT LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ADALTA CAPITAL MANAGEMENT LLC reported?

Accepted Answer

ADALTA CAPITAL MANAGEMENT LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ADALTA CAPITAL MANAGEMENT LLC invest in?

Accepted Answer

ADALTA CAPITAL MANAGEMENT LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.