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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 8 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TXN TEXAS INSTRS INC Technology 470.0 $82K 0.03% NEW $173.49 +63.7%
142 MTUM ISHARES TR 323.0 $81K 0.03% NEW $250.31 +20.7%
143 ACN ACCENTURE PLC IRELAND Technology 284.0 $76K 0.02% NEW $268.30 -46.5%
144 MO ALTRIA GROUP INC Consumer Defensive 1,315.0 $76K 0.02% NEW $57.66 +28.7%
145 SPGI S&P GLOBAL INC Financial Services 143.0 $75K 0.02% NEW $522.59 -13.7%
146 SYK STRYKER CORPORATION Healthcare 209.0 $73K 0.02% NEW $351.47 -9.0%
147 NVO NOVO-NORDISK A S Healthcare 1,430.0 $73K 0.02% NEW $50.88 -1.1%
148 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 120.0 $72K 0.02% NEW $603.28 +14.2%
149 BDX BECTON DICKINSON & CO Healthcare 351.0 $68K 0.02% NEW $152.57 +3.7%
150 CMCSA COMCAST CORP NEW Communication Services 2,184.0 $65K 0.02% NEW $29.89 -20.4%
151 MCK MCKESSON CORP Healthcare 78.0 $64K 0.02% NEW $820.29 +2.6%
152 VPL VANGUARD INTL EQUITY INDEX F 706.0 $64K 0.02% NEW $90.40 +19.5%
153 FPE FIRST TR EXCH TRADED FD III 3,389.0 $62K 0.02% NEW $18.22 -1.5%
154 JCI JOHNSON CTLS INTL PLC Industrials 501.0 $60K 0.02% NEW $119.75 +17.3%
155 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 713.0 $57K 0.02% NEW $80.30 -2.1%
156 MRSH MARSH & MCLENNAN COS INC Financial Services 305.0 $57K 0.02% NEW $185.52 -1.8%
157 SCHP SCHWAB STRATEGIC TR 2,113.0 $56K 0.02% NEW $26.49 -0.9%
158 AEP AMERICAN ELEC PWR CO INC Utilities 449.0 $52K 0.02% NEW $115.31 +14.6%
159 HD HOME DEPOT INC Consumer Cyclical 148.0 $51K 0.02% NEW $344.10 -1.5%
160 TEL TE CONNECTIVITY PLC Technology 210.0 $48K 0.01% NEW $227.51 -10.6%
Page 8 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%