Adalta Capital Management LLC: summary

Adalta Capital Management LLC reported 108 positions with a reported value of $229.18M in its 13F for Q3 2026. Compared with Q2 2026: 10 new positions, 5 exited.

Top positions

• MICROSOFT CORP COM
• JPMORGAN CHASE & CO COM
• MERCK & CO INC COM
• ALPHABET INC
• GUARDANT HEALTH INC COM
• QUALCOMM INC COM
• BLACKSTONE INC COM
• BROOKFIELD CORP CL A LTD VT SH
• UNION PAC CORP COM
• PHENIXFIN CORP