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Portfolio (Quarterly) Guide ↗

NBT BANK, N.A.

· CIK 0000898413
13F Portfolio $1.5B AUM 1,673 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 275 New 328 Added 274 Reduced
Page 8 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KMX Carmax Inc Consumer Cyclical 31.0 $1K — NEW — $41.58 +37.6%
142 — TXNM Energy Inc — 22.0 $1K — NEW — $58.45 —
143 RKLB Rocket Lab Corp Industrials 20.0 $1K — NEW — $64.20 +15.2%
144 CUBE Cubesmart Com Real Estate 35.0 $1K — NEW — $36.66 +3.2%
145 LUV Southwest Airlines CO Industrials 34.0 $1K — NEW — $37.56 +13.6%
146 AXON Axon Enterprise Inc Industrials 3.0 $1K — NEW — $424.67 +1.3%
147 RVMD Revolution Medicines Inc Healthcare 13.0 $1K — NEW — $97.23 +110.8%
148 STLD Steel Dynamics Inc Basic Materials 7.0 $1K — NEW — $180.00 +29.8%
149 WRB WR Berkley Corporation Financial Services 19.0 $1K — NEW — $66.26 +0.8%
150 WST West Pharmaceutical Svsc Inc Healthcare 5.0 $1K — NEW — $250.60 +47.8%
151 KDP Keurig Dr Pepper Inc Com Consumer Defensive 47.0 $1K — NEW — $26.34 +21.3%
152 ONB Old Natl Bancorp Financial Services 56.0 $1K — NEW — $22.11 +15.3%
153 MDB MongoDB, Inc. Technology 5.0 $1K — NEW — $244.80 +67.7%
154 VSNT Versant Media Group Inc Industrials 33.0 $1K — NEW — $37.03 -11.4%
155 HUBS Hubspot Inc Technology 5.0 $1K — NEW — $244.20 -12.5%
156 DT Dynatrace Inc Technology 33.0 $1K — NEW — $36.97 +56.8%
157 POOL Pool Corp Industrials 6.0 $1K — NEW — $202.33 -18.5%
158 AEE Ameren Corp Utilities 11.0 $1K — NEW — $109.91 -9.6%
159 ALAB Astera Labs Inc Technology 11.0 $1K — NEW — $109.64 +232.6%
160 PII Polaris Industries Inc Consumer Cyclical 22.0 $1K — NEW — $54.50 -2.7%
Page 8 of 14  ·  275 positions

① 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 23.3%
Industrials 17.3%
Financial Services 15.1%
Healthcare 11.1%
Consumer Cyclical 8.9%
Consumer Defensive 8.6%
Communication Services 6.7%
Energy 5.3%
Utilities 1.7%
Basic Materials 1.7%