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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 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 1,700.0 $412K 0.15% -105.0 -5.8% $242.39 -12.9%
62 DOW DOW HLDGS INC Basic Materials 8,365.0 $348K 0.13% -5K -39.2% $41.65 -28.3%
63 FMC FMC CORP Basic Materials 19,988.0 $344K 0.13% -16K -45.2% $17.22 -35.3%
64 VO VANGUARD INDEX FDS 987.0 $283K 0.11% -378.0 -27.7% $287.18 -72.1%
65 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 11,654.0 $277K 0.10% -13K -52.4% $23.74 +56.4%
66 V VISA INC Financial Services 642.0 $194K 0.07% -51.0 -7.4% $302.24 +18.7%
67 MA MASTERCARD INCORPORATED Financial Services 369.0 $184K 0.07% -11.0 -2.9% $499.66 +8.6%
68 UNP UNION PAC CORP Industrials 686.0 $166K 0.06% -10.0 -1.4% $242.62 +23.6%
69 META META PLATFORMS INC Communication Services 272.0 $156K 0.06% -10.0 -3.5% $572.13 +12.1%
70 FLO FLOWERS FOODS INC Consumer Defensive 18,381.0 $150K 0.06% -10K -34.7% $8.15 +3.9%
71 CSCO CISCO SYS INC Technology 1,930.0 $150K 0.06% -208.0 -9.7% $77.59 +44.5%
72 PM PHILIP MORRIS INTL INC Consumer Defensive 675.0 $112K 0.04% -10.0 -1.5% $165.34 +16.2%
73 KO COCA COLA CO Consumer Defensive 1,402.0 $107K 0.04% -437.0 -23.8% $76.05 +7.3%
74 PPG PPG INDS INC Basic Materials 606.0 $65K 0.02% -1K -70.8% $106.88 +9.7%
75 T AT&T INC Communication Services 1,891.0 $55K 0.02% -2K -46.0% $28.99 -24.6%
76 ROK ROCKWELL AUTOMATION INC Industrials 150.0 $54K 0.02% -300.0 -66.7% $358.88 +27.8%
77 SPGI S&P GLOBAL INC Financial Services 106.0 $45K 0.02% -37.0 -25.9% $425.34 +5.7%
78 MTUM ISHARES TR 163.0 $39K 0.01% -160.0 -49.5% $239.99 +25.7%
79 GPC GENUINE PARTS CO Consumer Cyclical 343.0 $36K 0.01% -5.0 -1.4% $105.75 +17.6%
80 GILD GILEAD SCIENCES INC Healthcare 191.0 $27K 0.01% -81.0 -29.8% $139.37 -3.4%
Page 4 of 5  ·  99 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 38.5%
Industrials 17.4%
Financial Services 11.5%
Healthcare 10.7%
Consumer Cyclical 7.2%
Energy 4.6%
Communication Services 3.4%
Basic Materials 3.0%
Consumer Defensive 2.6%
Utilities 1.0%