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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 11 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CDNS CADENCE DESIGN SYSTEM INC Technology 97.0 $27K 0.01% +63.0 +185.3% $277.87 +34.1%
202 GILD GILEAD SCIENCES INC Healthcare 191.0 $27K 0.01% -81.0 -29.8% $139.37 -2.4%
203 TMO THERMO FISHER SCIENTIFIC INC Healthcare 54.0 $27K 0.01% +37.0 +217.7% $491.54 -0.8%
204 MDLZ MONDELEZ INTL INC Consumer Defensive 459.0 $26K 0.01% -236.0 -34.0% $57.64 +8.2%
205 WELL WELLTOWER INC Real Estate 130.0 $26K 0.01% +112.0 +622.2% $197.71 +6.1%
206 DUK DUKE ENERGY CORP NEW Utilities 196.0 $26K 0.01% $130.94 -5.5%
207 XLU SELECT SECTOR SPDR TR 550.0 $25K 0.01% $45.89 -2.8%
208 NI NISOURCE INC Utilities 540.0 $25K 0.01% +199.0 +58.4% $46.66 -0.0%
209 HON HONEYWELL INTL INC Industrials 111.0 $25K 0.01% +8.0 +7.8% $226.03 +3.1%
210 GOVT ISHARES TR 1,081.0 $25K 0.01% $22.91 -0.7%
211 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 90.0 $25K 0.01% +36.0 +66.7% $275.18 +2.0%
212 APTIV PLC 350.0 $24K 0.01% +329.0 +1566.7% $69.44
213 CRWD CROWDSTRIKE HLDGS INC Technology 62.0 $24K 0.01% +54.0 +675.0% $390.40 +71.9%
214 DD DUPONT DE NEMOURS INC Basic Materials 525.0 $24K 0.01% +44.0 +9.2% $45.80 +4.2%
215 TGT TARGET CORP Consumer Defensive 196.0 $24K 0.01% +96.0 +96.0% $121.20 +6.2%
216 MDT MEDTRONIC PLC Healthcare 273.0 $24K 0.01% -76.0 -21.8% $86.65 -12.7%
217 PSX PHILLIPS 66 Energy 127.0 $23K 0.01% +49.0 +62.8% $182.18 -2.4%
218 CCI CROWN CASTLE INC Real Estate 278.0 $23K 0.01% +200.0 +256.4% $81.31 +12.2%
219 SCHW SCHWAB CHARLES CORP Financial Services 237.0 $22K 0.01% +205.0 +640.6% $93.98 -9.4%
220 MS MORGAN STANLEY Financial Services 133.0 $22K 0.01% +108.0 +432.0% $164.57 +24.0%
Page 11 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 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%