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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 8 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NOW SERVICENOW INC Technology 57.0 $6K 0.00% +37.0 +185.0% $104.54 +4.0%
142 CRL CHARLES RIV LABS INTL INC Healthcare 33.0 $6K 0.00% +2.0 +6.5% $172.52 +5.1%
143 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 166.0 $6K 0.00% +46.0 +38.3% $34.26 +14.9%
144 CFG CITIZENS FINL GROUP INC Financial Services 91.0 $5K 0.00% +45.0 +97.8% $59.97 +4.1%
145 INSM INSMED INC Healthcare 33.0 $5K 0.00% +15.0 +83.3% $163.52 -33.7%
146 SYY SYSCO CORP Consumer Defensive 72.0 $5K 0.00% +14.0 +24.1% $71.33 +6.5%
147 GEN GEN DIGITAL INC Technology 251.0 $5K 0.00% +206.0 +457.8% $18.83 +30.4%
148 RGEN REPLIGEN CORP Healthcare 36.0 $4K 0.00% +24.0 +200.0% $117.83 +4.2%
149 ADSK AUTODESK INC Technology 14.0 $3K 0.00% +4.0 +40.0% $239.43 +0.8%
150 BSX BOSTON SCIENTIFIC CORP Healthcare 42.0 $3K 0.00% +1.0 +2.4% $62.76 -21.8%
151 MTCH MATCH GROUP INC NEW Communication Services 84.0 $3K 0.00% +45.0 +115.4% $30.71 +18.3%
152 VRTX VERTEX PHARMACEUTICALS INC Healthcare 5.0 $2K 0.00% +1.0 +25.0% $446.60 +0.3%
153 CPB THE CAMPBELLS COMPANY Consumer Defensive 79.0 $2K 0.00% +44.0 +125.7% $22.27 -6.5%
154 SNOW SNOWFLAKE INC Technology 10.0 $2K 0.00% +3.0 +42.9% $150.80 +58.6%
Page 8 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%