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Portfolio (Quarterly) Guide ↗

S&T Bank/PA

· CIK 0001010911
13F Portfolio $316M AUM 511 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 413 New
Page 6 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NEE NEXTERA ENERGY INC Utilities 2,631.0 $211K 0.07% NEW $80.28 +10.6%
102 GE GE AEROSPACE Industrials 677.0 $209K 0.07% NEW $308.03 +13.2%
103 AVGO BROADCOM INC Technology 600.0 $208K 0.07% NEW $346.10 +7.1%
104 IWF ISHARES TR 438.0 $207K 0.07% NEW $473.30 -74.8%
105 ALL ALLSTATE CORP Financial Services 968.0 $201K 0.06% NEW $208.15 +20.1%
106 LLY ELI LILLY & CO Healthcare 186.0 $200K 0.06% NEW $1074.68 +9.7%
107 PG PROCTER AND GAMBLE CO Consumer Defensive 1,394.0 $200K 0.06% NEW $143.31 +4.7%
108 META META PLATFORMS INC Communication Services 282.0 $186K 0.06% NEW $660.09 -2.1%
109 ITW ILLINOIS TOOL WKS INC Industrials 749.0 $184K 0.06% NEW $246.30 +12.1%
110 ROK ROCKWELL AUTOMATION INC Industrials 450.0 $175K 0.06% NEW $389.07 +18.7%
111 GOOGL ALPHABET INC Communication Services 558.0 $175K 0.06% NEW $313.00 +10.8%
112 EFA ISHARES TR 1,763.0 $169K 0.05% NEW $96.03 +7.6%
113 ADP AUTOMATIC DATA PROCESSING IN Industrials 648.0 $167K 0.05% NEW $257.23 -0.8%
114 CSCO CISCO SYS INC Technology 2,138.0 $165K 0.05% NEW $77.03 +45.3%
115 UNP UNION PAC CORP Industrials 696.0 $161K 0.05% NEW $231.32 +30.4%
116 MCD MCDONALDS CORP Consumer Cyclical 508.0 $155K 0.05% NEW $305.63 -12.4%
117 MRK MERCK & CO INC Healthcare 1,460.0 $154K 0.05% NEW $105.26 +21.1%
118 APD AIR PRODS & CHEMS INC Basic Materials 607.0 $150K 0.05% NEW $247.02 +19.7%
119 TJX TJX COS INC NEW Consumer Cyclical 953.0 $146K 0.05% NEW $153.61 +0.6%
120 GS GOLDMAN SACHS GROUP INC Financial Services 163.0 $143K 0.04% NEW $879.00 +21.2%
Page 6 of 21  ·  413 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 31.0%
Industrials 18.5%
Financial Services 16.7%
Healthcare 11.8%
Consumer Cyclical 10.6%
Communication Services 3.3%
Energy 2.7%
Consumer Defensive 2.4%
Basic Materials 2.1%
Utilities 0.8%