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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 4 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPOT SPOTIFY TECHNOLOGY S A Communication Services 92.0 $45K 0.02% +73.0 +384.2% $484.91 +6.6%
62 WMB WILLIAMS COS INC Energy 612.0 $45K 0.02% +248.0 +68.1% $72.78 +0.5%
63 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 224.0 $44K 0.02% +201.0 +873.9% $197.50 +10.3%
64 PLTR PALANTIR TECHNOLOGIES INC Technology 301.0 $44K 0.02% +106.0 +54.4% $146.28 -2.0%
65 WBD WARNER BROS DISCOVERY INC Communication Services 1,493.0 $41K 0.01% +198.0 +15.3% $27.46 -1.5%
66 COP CONOCOPHILLIPS Energy 309.0 $41K 0.01% +117.0 +60.9% $132.00 -12.9%
67 PLD PROLOGIS INC. Real Estate 261.0 $34K 0.01% +5.0 +1.9% $132.18 +10.2%
68 Q QNITY ELECTRONICS INC Technology 296.0 $34K 0.01% +35.0 +13.4% $115.38 +37.8%
69 EBAY EBAY INC. Consumer Cyclical 364.0 $33K 0.01% +64.0 +21.3% $91.02 +23.2%
70 OGE OGE ENERGY CORP Utilities 681.0 $33K 0.01% +560.0 +462.8% $47.96 -1.2%
71 COIN COINBASE GLOBAL INC Financial Services 186.0 $32K 0.01% +131.0 +238.2% $174.61 +4.4%
72 HAL HALLIBURTON CO Energy 772.0 $30K 0.01% +213.0 +38.1% $38.99 +0.9%
73 FE FIRSTENERGY CORP Utilities 590.0 $30K 0.01% +253.0 +75.1% $50.66 -8.8%
74 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 1,100.0 $29K 0.01% +479.0 +77.1% $26.43 +10.0%
75 ROST ROSS STORES INC Consumer Cyclical 130.0 $28K 0.01% +97.0 +293.9% $216.63 +4.9%
76 ISRG INTUITIVE SURGICAL INC Healthcare 61.0 $28K 0.01% +16.0 +35.6% $460.98 -8.1%
77 CTRA COTERRA ENERGY INC Energy 796.0 $28K 0.01% +246.0 +44.7% $35.14 -7.3%
78 UBER UBER TECHNOLOGIES INC Technology 385.0 $28K 0.01% +261.0 +210.5% $71.93 -1.4%
79 IDA IDACORP INC Utilities 191.0 $27K 0.01% +165.0 +634.6% $142.97 -1.7%
80 CDNS CADENCE DESIGN SYSTEM INC Technology 97.0 $27K 0.01% +63.0 +185.3% $277.87 +34.5%
Page 4 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%