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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 10 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NHI NATIONAL HEALTH INVS INC Real Estate 475.0 $38K 0.01% $80.86 -1.5%
182 PFE PFIZER INC Healthcare 1,314.0 $37K 0.01% $28.08 -10.8%
183 GPC GENUINE PARTS CO Consumer Cyclical 343.0 $36K 0.01% -5.0 -1.4% $105.75 +18.0%
184 SLB SLB LIMITED Energy 694.0 $36K 0.01% $51.39 -8.6%
185 PLD PROLOGIS INC. Real Estate 261.0 $34K 0.01% +5.0 +1.9% $132.18 +13.3%
186 Q QNITY ELECTRONICS INC Technology 296.0 $34K 0.01% +35.0 +13.4% $115.38 +18.2%
187 BKE BUCKLE INC Consumer Cyclical 675.0 $34K 0.01% $50.36 -15.7%
188 EBAY EBAY INC. Consumer Cyclical 364.0 $33K 0.01% +64.0 +21.3% $91.02 +23.1%
189 OGE OGE ENERGY CORP Utilities 681.0 $33K 0.01% +560.0 +462.8% $47.96 +1.5%
190 COIN COINBASE GLOBAL INC Financial Services 186.0 $32K 0.01% +131.0 +238.2% $174.61 -10.0%
191 DVY ISHARES TR 203.0 $31K 0.01% $151.41 +6.9%
192 HAL HALLIBURTON CO Energy 772.0 $30K 0.01% +213.0 +38.1% $38.99 -9.7%
193 FE FIRSTENERGY CORP Utilities 590.0 $30K 0.01% +253.0 +75.1% $50.66 -4.2%
194 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 1,100.0 $29K 0.01% +479.0 +77.1% $26.43 +13.0%
195 ROST ROSS STORES INC Consumer Cyclical 130.0 $28K 0.01% +97.0 +293.9% $216.63 +7.8%
196 ISRG INTUITIVE SURGICAL INC Healthcare 61.0 $28K 0.01% +16.0 +35.6% $460.98 -25.1%
197 CTRA COTERRA ENERGY INC Energy 796.0 $28K 0.01% +246.0 +44.7% $35.14 -7.3%
198 DGRW WISDOMTREE TR 316.0 $28K 0.01% $87.84 +9.1%
199 UBER UBER TECHNOLOGIES INC Technology 385.0 $28K 0.01% +261.0 +210.5% $71.93 +0.7%
200 IDA IDACORP INC Utilities 191.0 $27K 0.01% +165.0 +634.6% $142.97 +4.0%
Page 10 of 21  ·  411 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%