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Portfolio (Quarterly) Guide ↗

S&T Bank/PA

· CIK 0001010911
13F Portfolio $268M AUM 516 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 154 Added 99 Reduced 22 Exited
Page 2 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BA BOEING CO Industrials 1,271.0 $253K 0.09% +7.0 +0.6% $199.03 +15.1%
22 TSLA TESLA INC Consumer Cyclical 661.0 $246K 0.09% +365.0 +123.3% $371.75 +19.0%
23 GE GE AEROSPACE Industrials 759.0 $215K 0.08% +82.0 +12.1% $283.77 +13.4%
24 ITW ILLINOIS TOOL WKS INC Industrials 757.0 $197K 0.07% +8.0 +1.1% $260.29 -4.1%
25 MRK MERCK & CO INC Healthcare 1,564.0 $188K 0.07% +104.0 +7.1% $120.29 -0.3%
26 GEV GE VERNOVA INC Utilities 212.0 $185K 0.07% +44.0 +26.2% $872.90 +14.5%
27 LLY ELI LILLY & CO Healthcare 200.0 $184K 0.07% +14.0 +7.5% $919.77 +23.0%
28 TJX TJX COS INC NEW Consumer Cyclical 1,058.0 $169K 0.06% +105.0 +11.0% $159.70 -3.0%
29 AMD ADVANCED MICRO DEVICES INC Technology 827.0 $168K 0.06% +431.0 +108.8% $203.43 +155.6%
30 GS GOLDMAN SACHS GROUP INC Financial Services 192.0 $162K 0.06% +29.0 +17.8% $845.99 +19.1%
31 BLK BLACKROCK INC Financial Services 160.0 $154K 0.06% +32.0 +25.0% $961.71 +9.3%
32 WMT WALMART INC Consumer Defensive 1,156.0 $144K 0.05% +424.0 +57.9% $124.28 -4.4%
33 QCOM QUALCOMM INC Technology 907.0 $117K 0.04% +196.0 +27.6% $128.78 +89.6%
34 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,916.0 $116K 0.04% +29.0 +1.5% $60.65 -5.9%
35 BAC BANK OF AMER CORP Financial Services 2,377.0 $116K 0.04% +355.0 +17.6% $48.75 +4.1%
36 ORCL ORACLE CORP Technology 787.0 $116K 0.04% +151.0 +23.7% $147.11 +38.7%
37 AON AON PLC Financial Services 342.0 $110K 0.04% +6.0 +1.8% $322.78 -1.4%
38 TXN TEXAS INSTRS INC Technology 567.0 $110K 0.04% +97.0 +20.6% $194.14 +63.6%
39 LMT LOCKHEED MARTIN CORP Industrials 178.0 $108K 0.04% +4.0 +2.3% $604.39 -11.2%
40 HD HOME DEPOT INC Consumer Cyclical 322.0 $106K 0.04% +174.0 +117.6% $328.89 -2.6%
Page 2 of 8  ·  154 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 34.2%
Industrials 18.6%
Financial Services 12.3%
Healthcare 11.4%
Consumer Cyclical 7.7%
Energy 4.9%
Communication Services 3.6%
Basic Materials 3.2%
Consumer Defensive 2.8%
Utilities 1.1%