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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 5 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,569.0 $537K 0.20% -2K -30.7% $96.47 +4.2%
82 VLUE ISHARES TR 3,647.0 $519K 0.19% -277.0 -7.1% $142.19 +38.8%
83 AMN AMN HEALTHCARE SVCS INC Healthcare 25,790.0 $473K 0.18% -28K -52.2% $18.34 +48.7%
84 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 424.0 $422K 0.16% +38.0 +9.8% $996.43 +0.6%
85 IBM INTERNATIONAL BUSINESS MACHS Technology 1,700.0 $412K 0.15% -105.0 -5.8% $242.39 +8.3%
86 GOOGL ALPHABET INC Communication Services 1,343.0 $386K 0.14% +785.0 +140.7% $287.56 +35.3%
87 DOW DOW HLDGS INC Basic Materials 8,365.0 $348K 0.13% -5K -39.2% $41.65 -16.5%
88 FMC FMC CORP Basic Materials 19,988.0 $344K 0.13% -16K -45.2% $17.22 -21.0%
89 IEFA ISHARES TR 3,581.0 $324K 0.12% $90.53 +8.5%
90 RTX RTX CORPORATION Industrials 1,633.0 $315K 0.12% +14.0 +0.9% $192.90 -6.6%
91 AVGO BROADCOM INC Technology 1,017.0 $315K 0.12% +417.0 +69.5% $309.51 +37.8%
92 PG PROCTER & GAMBLE CO Consumer Defensive 2,042.0 $295K 0.11% +648.0 +46.5% $144.44 +1.4%
93 CXT CRANE NXT CO Industrials 7,245.0 $294K 0.11% $40.59 -2.0%
94 VO VANGUARD INDEX FDS 987.0 $283K 0.11% -378.0 -27.7% $287.18 -72.5%
95 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 11,654.0 $277K 0.10% -13K -52.4% $23.74 +32.8%
96 NEE NEXTERA ENERGY INC Utilities 2,821.0 $262K 0.10% +190.0 +7.2% $92.88 -5.0%
97 BA BOEING CO Industrials 1,271.0 $253K 0.09% +7.0 +0.6% $199.03 +15.4%
98 TSLA TESLA INC Consumer Cyclical 661.0 $246K 0.09% +365.0 +123.3% $371.75 +18.9%
99 USMV ISHARES TR 2,442.0 $226K 0.09% $92.74 +4.1%
100 GE GE AEROSPACE Industrials 759.0 $215K 0.08% +82.0 +12.1% $283.77 +13.1%
Page 5 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%