Sponsored

The Analysis of Haverford Financial Services, Inc.'s Holdings & P&L

Currently, Haverford Financial Services, Inc. holds 46 types of securities in its portfolio with a total value $335.6M. In the most recent quarter, they have increased their positions in NVDA (+19.7K shares, valued at $3.4M), N/A (+7.4K shares, valued at $2.3M), META (+3.0K shares, valued at $1.7M); decreased their positions in N/A (-4.2K shares, valued at $1.3M), APD (-3.3K shares, valued at $952.2K), N/A (-8.3K shares, valued at $722.1K); initiated new positions in AVDV (+6.3K shares, valued at $628.8K).

1M P&L

+5.0M+1.75%

3M P&L

+1.3M+0.46%

HY P&L

+12.3M+4.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure35.0M

12.5%

2Drug Manufacturers - General24.2M

8.6%

3Consumer Electronics23.9M

8.5%

Top Industries by Stock Count

1N/A13 stocks

33.3%

2Beverages - Non-Alcoholic2 stocks

5.1%

3Drug Manufacturers - General2 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC87.7K shares-0.23%2026-03-312026-05-11

MSFT MICROSOFT CORP50.5K shares-0.05%2026-03-312026-05-11

NVDA NVIDIA CORPORATION98.6K shares25.00%2026-03-312026-05-11

ALPHABET INC ALPHABET INC59.0K shares-0.27%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION16.8K shares-0.13%2026-03-312026-05-11

RTX RTX CORPORATION86.7K shares-1.79%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO56.3K shares-0.37%2026-03-312026-05-11

HON HONEYWELL INTL INC60.5K shares-0.23%2026-03-312026-05-11

Sponsored

MA MASTERCARD INCORPORATED26.1K shares-0.30%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC13.4K shares-0.35%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON50.1K shares-0.23%2026-03-312026-05-11

TJX TJX COS INC NEW74.1K shares-0.20%2026-03-312026-05-11

LLY ELI LILLY & CO12.8K shares-0.08%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC31.5K shares-0.29%2026-03-312026-05-11

LOW LOWES COS INC42.7K shares-0.83%2026-03-312026-05-11

NEE NEXTERA ENERGY INC104.5K shares-0.24%2026-03-312026-05-11

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND47.2K shares-4.38%2026-03-312026-05-11

MCK MCKESSON CORP9.6K shares-0.26%2026-03-312026-05-11

PEP PEPSICO INC52.8K shares-0.22%2026-03-312026-05-11

KO COCA COLA CO89.5K shares-0.19%2026-03-312026-05-11

META META PLATFORMS INC11.7K shares33.88%2026-03-312026-05-11

SPGI S&P GLOBAL INC15.3K shares-0.29%2026-03-312026-05-11

SYK STRYKER CORPORATION17.9K shares-0.25%2026-03-312026-05-11

CVX CHEVRON CORPORATION28.1K shares-0.43%2026-03-312026-05-11

Sponsored

AON PLC AON PLC17.9K shares-18.91%2026-03-312026-05-11

BROADCOM INC BROADCOM INC17.9K shares70.72%2026-03-312026-05-11

TXN TEXAS INSTRS INC27.2K shares-7.65%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC10.5K shares-7.88%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC51.5K shares-13.94%2026-03-312026-05-11

WM WASTE MGMT INC DEL16.2K shares-5.59%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS I10.5K shares-23.82%2026-03-312026-05-11

V VISA INC8.0K shares-7.27%2026-03-312026-05-11

Sponsored

LINDE PLC LINDE PLC3.7K shares-0.56%2026-03-312026-05-11

QUAL ISHARES TR7.6K shares-10.75%2026-03-312026-05-11

IVV ISHARES TR2.2K shares-14.15%2026-03-312026-05-11

IEFA ISHARES TR8.9K shares0.00%2026-03-312026-05-11

JMBS JANUS DETROIT STR TR17.2K shares-1.32%2026-03-312026-05-11

AVEM AMERICAN CENTY ETF TR9.6K shares8.05%2026-03-312026-05-11

IEMG ISHARES INC10.8K shares0.00%2026-03-312026-05-11

AVDV AMERICAN CENTY ETF TR6.3K sharesnew addition2026-03-312026-05-11

Sponsored

JAAA JANUS DETROIT STR TR9.4K shares-2.26%2026-03-312026-05-11

IJH ISHARES TR6.8K shares-14.55%2026-03-312026-05-11

IJR ISHARES TR3.7K shares-28.91%2026-03-312026-05-11

VPL VANGUARD INTL EQUITY INDEX F4.5K shares0.00%2026-03-312026-05-11

IQLT ISHARES TR6.4K shares0.00%2026-03-312026-05-11

VGK VANGUARD INTL EQUITY INDEX F3.3K shares0.00%2026-03-312026-05-11

AAPL

APPLE INC

-0.23%

Shares87.7K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-0.05%

Shares50.5K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

25.00%

Shares98.6K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-0.27%

Shares59.0K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

-0.13%

Shares16.8K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

-1.79%

Shares86.7K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-0.37%

Shares56.3K

Event2026-03-31

Filed2026-05-11

HON

HONEYWELL INTL INC

-0.23%

Shares60.5K

Event2026-03-31

Filed2026-05-11

MASTERCARD INCORPORATED

-0.30%

Shares26.1K

Event2026-03-31

Filed2026-05-11

BLACKROCK INC

-0.35%

Shares13.4K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-0.23%

Shares50.1K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

-0.20%

Shares74.1K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

-0.08%

Shares12.8K

Event2026-03-31

Filed2026-05-11

EATON CORP PLC

-0.29%

Shares31.5K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

-0.83%

Shares42.7K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC

-0.24%

Shares104.5K

Event2026-03-31

Filed2026-05-11

ACCENTURE PLC IRELAND

-4.38%

Shares47.2K

Event2026-03-31

Filed2026-05-11

MCK

MCKESSON CORP

-0.26%

Shares9.6K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

-0.22%

Shares52.8K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

-0.19%

Shares89.5K

Event2026-03-31

Filed2026-05-11