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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 7 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ORLY O'Reilly Automotive Inc Consumer Cyclical 6,115.0 $564K 0.04% -65.0 -1.1% $92.31 -3.7%
122 SPIB ST STR SPDR PORT INTER TERM CO 16,776.0 $563K 0.04% -325.0 -1.9% $33.54 -0.7%
123 NOC Northrop Grumman Corporation Industrials 807.0 $551K 0.04% -465.0 -36.6% $682.57 -20.5%
124 NOW Servicenow Inc Technology 5,165.0 $540K 0.04% -2K -28.0% $104.55 -5.2%
125 KMB Kimberly Clark Corp Consumer Defensive 5,597.0 $540K 0.04% -48.0 -0.8% $96.47 +0.4%
126 MUB Ishares National Muni Bond ETF 4,995.0 $530K 0.04% -285.0 -5.4% $106.15 -0.0%
127 BDX Becton Dickinson Healthcare 3,279.0 $516K 0.03% -350.0 -9.6% $157.23 -8.8%
128 EPD Enterprise Prods Partners LP Energy 13,100.0 $496K 0.03% -400.0 -3.0% $37.84 +3.1%
129 ROP Roper Technologies Inc Industrials 1,386.0 $490K 0.03% -744.0 -34.9% $353.86 -9.0%
130 WAB Wabtec Industrials 1,894.0 $473K 0.03% -285.0 -13.1% $249.91 +4.8%
131 ENB Enbridge Incorporated Energy 8,465.0 $458K 0.03% -200.0 -2.3% $54.14 +2.3%
132 CMG Chipotle Mexican Grill I Consumer Cyclical 14,213.0 $455K 0.03% -1K -6.8% $32.01 +2.6%
133 CLX Clorox Co Consumer Defensive 4,236.0 $439K 0.03% -98.0 -2.3% $103.63 -11.7%
134 ALL Allstate Corporation Financial Services 2,081.0 $431K 0.03% -92.0 -4.2% $207.34 +5.0%
135 ADBE Adobe Inc Technology 1,760.0 $428K 0.03% -163.0 -8.5% $243.08 +1.5%
136 FTV Fortive Corp Technology 7,398.0 $409K 0.03% -2K -20.4% $55.28 +6.7%
137 WM Waste Management Inc Industrials 1,720.0 $395K 0.03% -173.0 -9.1% $229.79 -4.3%
138 RSP Invesco S&P 500 Equal Weight E 1,949.0 $374K 0.03% -660.0 -25.3% $191.92 +5.1%
139 PYPL PayPal Holdings, Inc. Financial Services 8,240.0 $373K 0.02% -148.0 -1.8% $45.23 -1.4%
140 CAH Cardinal Health Inc Healthcare 1,748.0 $369K 0.02% -220.0 -11.2% $211.31 -7.0%
Page 7 of 14  ·  274 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%