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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 20 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MMM 3M CO Industrials 9.0 $1K $145.22 +10.1%
382 RF REGIONS FINANCIAL CORP NEW Financial Services 50.0 $1K NEW $26.12 +21.2%
383 CNO CNO FINL GROUP INC Financial Services 31.0 $1K $41.06 +30.5%
384 HEICO CORP NEW 6.0 $1K $211.17
385 A AGILENT TECHNOLOGIES INC Healthcare 11.0 $1K $114.00 +15.3%
386 DTE DTE ENERGY CO Utilities 8.0 $1K $146.25 +1.3%
387 ADNT ADIENT PLC Consumer Cyclical 50.0 $1K $20.22 -2.1%
388 AEE AMEREN CORP Utilities 9.0 $989.0 -144.0 -94.1% $109.89 +1.5%
389 EVRG EVERGY INC Utilities 12.0 $983.0 $81.92 +4.5%
390 MAS MASCO CORP Industrials 15.0 $906.0 $60.40 +30.2%
391 ENTERGY CORP NEW 8.0 $899.0 NEW $112.38
392 DRI DARDEN RESTAURANTS INC Consumer Cyclical 4.0 $784.0 $196.00 +1.2%
393 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 52.0 $777.0 $14.94 +25.1%
394 CMS CMS ENERGY CORP Utilities 10.0 $776.0 -56.0 -84.8% $77.60 -5.1%
395 HAS HASBRO INC Consumer Cyclical 8.0 $749.0 $93.62 -12.9%
396 HSY HERSHEY CO Consumer Defensive 3.0 $624.0 NEW $208.00 -17.6%
397 AM ANTERO MIDSTREAM CORP Energy 26.0 $593.0 $22.81 -1.0%
398 LNT ALLIANT ENERGY CORP Utilities 8.0 $574.0 $71.75 +4.3%
399 SCLX SCILEX HOLDING CO Healthcare 78.0 $519.0 NEW $6.65 +26.8%
400 POR PORTLAND GEN ELEC CO Utilities 9.0 $475.0 $52.78 -0.7%
Page 20 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%