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Portfolio (Quarterly) Guide ↗

NBT BANK N A /NY

· CIK 0000898413
13F Portfolio $1.5B AUM 1,673 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 275 New 328 Added 274 Reduced 25 Exited
Page 11 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 COLD Americold Realty Trust Inc. Real Estate 82.0 $940.0 NEW $11.46 +25.7%
202 ENTG Entegris Inc Technology 8.0 $938.0 NEW $117.25 +10.1%
203 MOH Molina Healthcare Inc Healthcare 7.0 $933.0 NEW $133.29 +37.9%
204 WING Wingstop Inc Consumer Cyclical 6.0 $930.0 NEW $155.00 -18.2%
205 SFM Sprouts Farmers Markets LLC Consumer Defensive 12.0 $926.0 NEW $77.17 +14.7%
206 FUL Fuller H B Co Basic Materials 15.0 $925.0 NEW $61.67 -5.3%
207 LULU Lululemon Athletica Inc Consumer Cyclical 6.0 $919.0 NEW $153.17 -22.2%
208 PCG Pg & E Corp Utilities 52.0 $914.0 NEW $17.58 -8.0%
209 FFIN First Finl Bankshares Financial Services 31.0 $913.0 NEW $29.45 +7.9%
210 APOS Apollo Global Mgmt Inc Financial Services 8.0 $891.0 NEW $111.38 -76.7%
211 BRKR Bruker Corp Healthcare 24.0 $867.0 NEW $36.12 +19.1%
212 HUM Humana Inc Healthcare 5.0 $867.0 NEW $173.40 +74.7%
213 ELF E L F Beauty In/sh Consumer Defensive 14.0 $849.0 NEW $60.64 -8.1%
214 CBSH Commerce Bancshares, Inc Financial Services 17.0 $836.0 NEW $49.18 +5.5%
215 EQR Equity Residential Real Estate 14.0 $828.0 NEW $59.14 +10.1%
216 MTCH Match Group Inc New Communication Services 26.0 $798.0 NEW $30.69 +17.4%
217 Vale Sa 50.0 $796.0 NEW $15.92
218 HAE Haemonetics Corp Healthcare 14.0 $789.0 NEW $56.36 +1.3%
219 WDAY Workday Inc Technology 6.0 $780.0 NEW $130.00 -1.9%
220 MMS Maximus Inc Industrials 12.0 $769.0 NEW $64.08 -6.6%
Page 11 of 14  ·  275 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.3%
Industrials 16.6%
Financial Services 14.4%
Healthcare 10.7%
Communication Services 10.5%
Consumer Cyclical 8.5%
Consumer Defensive 8.2%
Energy 5.2%
Utilities 1.7%
Basic Materials 1.7%