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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 7 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BLK BLACKROCK INC Financial Services 128.0 $137K 0.04% NEW $1070.34 +0.2%
122 TSLA TESLA INC Consumer Cyclical 296.0 $133K 0.04% NEW $449.72 -15.3%
123 KO COCA COLA CO Consumer Defensive 1,839.0 $129K 0.04% NEW $69.91 +16.7%
124 INTU INTUIT Technology 191.0 $127K 0.04% NEW $662.42 -56.1%
125 ORCL ORACLE CORP Technology 636.0 $124K 0.04% NEW $194.91 -35.1%
126 COF CAPITAL ONE FINL CORP Financial Services 504.0 $122K 0.04% NEW $242.36 -14.2%
127 QCOM QUALCOMM INC Technology 711.0 $122K 0.04% NEW $171.05 +0.4%
128 AON AON PLC Financial Services 336.0 $119K 0.04% NEW $352.88 +4.1%
129 IWD ISHARES TR 550.0 $116K 0.04% NEW $210.34 +17.9%
130 BAC BANK AMERICA CORP Financial Services 2,022.0 $111K 0.04% NEW $55.00 +11.4%
131 PM PHILIP MORRIS INTL INC Consumer Defensive 685.0 $110K 0.04% NEW $160.40 +20.3%
132 GEV GE VERNOVA INC Utilities 168.0 $110K 0.04% NEW $653.57 +61.9%
133 IJH ISHARES TR 1,571.0 $104K 0.03% NEW $66.00 +14.5%
134 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,887.0 $102K 0.03% NEW $53.94 +12.6%
135 LOW LOWES COS INC Consumer Cyclical 415.0 $100K 0.03% NEW $241.16 -13.4%
136 AMGN AMGEN INC Healthcare 297.0 $97K 0.03% NEW $327.31 +11.9%
137 T AT&T INC Communication Services 3,499.0 $87K 0.03% NEW $24.84 -12.2%
138 AMD ADVANCED MICRO DEVICES INC Technology 396.0 $85K 0.03% NEW $214.16 +131.5%
139 LMT LOCKHEED MARTIN CORP Industrials 174.0 $84K 0.03% NEW $483.67 +5.2%
140 WMT WALMART INC Consumer Defensive 732.0 $82K 0.03% NEW $111.41 +3.2%
Page 7 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%