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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 18 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 OTIS OTIS WORLDWIDE CORP Industrials 45.0 $3K 0.00% $77.09 -4.7%
342 KD KYNDRYL HLDGS INC Technology 256.0 $3K 0.00% $13.12 -7.4%
343 ADSK AUTODESK INC Technology 14.0 $3K 0.00% +4.0 +40.0% $239.43 -8.8%
344 AIG AMERICAN INTL GROUP INC Financial Services 44.0 $3K 0.00% NEW $75.25 +7.0%
345 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 103.0 $3K 0.00% NEW $31.49 +15.8%
346 VSNT VERSANT MEDIA GROUP INC Industrials 86.0 $3K 0.00% NEW $37.02 -1.8%
347 CCL CARNIVAL CORP Consumer Cyclical 119.0 $3K 0.00% -9.0 -7.0% $25.88 +2.0%
348 SPG SIMON PPTY GROUP INC NEW Real Estate 16.0 $3K 0.00% $186.50 +22.6%
349 C CITIGROUP INC Financial Services 26.0 $3K 0.00% $113.42 +14.1%
350 TRV TRAVELERS COMPANIES INC Financial Services 10.0 $3K 0.00% $291.70 +26.5%
351 CTAS CINTAS CORP Industrials 17.0 $3K 0.00% $169.12 +20.9%
352 VFC V F CORP Consumer Cyclical 165.0 $3K 0.00% $16.99 +2.9%
353 AVDV AMERICAN CENTY ETF TR 28.0 $3K 0.00% $99.86 +2.7%
354 HRL HORMEL FOODS CORP Consumer Defensive 118.0 $3K 0.00% -21.0 -15.1% $22.65 +12.1%
355 BSX BOSTON SCIENTIFIC CORP Healthcare 42.0 $3K 0.00% +1.0 +2.4% $62.76 -29.8%
356 MTCH MATCH GROUP INC NEW Communication Services 84.0 $3K 0.00% +45.0 +115.4% $30.71 +27.5%
357 ORI OLD REP INTL CORP Financial Services 64.0 $3K 0.00% -5.0 -7.2% $39.91 +5.8%
358 DE DEERE & CO Industrials 4.0 $2K 0.00% $563.25 +6.0%
359 VRTX VERTEX PHARMACEUTICALS INC Healthcare 5.0 $2K 0.00% +1.0 +25.0% $446.60 +8.8%
360 DG DOLLAR GEN CORP Consumer Defensive 17.0 $2K 0.00% $118.71 +5.9%
Page 18 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%