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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 9 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SBUX STARBUCKS CORP Consumer Cyclical 588.0 $53K 0.02% +117.0 +24.8% $89.59 +12.5%
162 NVO NOVO-NORDISK A S Healthcare 1,430.0 $53K 0.02% $36.75 +24.4%
163 LRCX LAM RESEARCH CORP Technology 240.0 $51K 0.02% +20.0 +9.1% $213.66 +48.7%
164 ED CONSOLIDATED EDISON INC Utilities 450.0 $51K 0.02% $113.18 -6.0%
165 IWN ISHARES TR 261.0 $49K 0.02% $189.59 +13.5%
166 AXP AMERICAN EXPRESS CO Financial Services 163.0 $49K 0.02% +67.0 +69.8% $302.48 +3.4%
167 AMT AMERICAN TOWER CORP Real Estate 276.0 $48K 0.02% +116.0 +72.5% $172.58 +8.7%
168 INDB INDEPENDENT BK CORP MASS Financial Services 631.0 $47K 0.02% $75.21 +4.6%
169 SPGI S&P GLOBAL INC Financial Services 106.0 $45K 0.02% -37.0 -25.9% $425.34 -1.8%
170 USB US BANCORP Financial Services 864.0 $45K 0.02% +434.0 +100.9% $52.01 +4.7%
171 UPS UNITED PARCEL SVCS INC Industrials 454.0 $45K 0.02% +90.0 +24.7% $98.38 +7.9%
172 SPOT SPOTIFY TECHNOLOGY S A Communication Services 92.0 $45K 0.02% +73.0 +384.2% $484.91 +7.3%
173 WMB WILLIAMS COS INC Energy 612.0 $45K 0.02% +248.0 +68.1% $72.78 +0.8%
174 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 224.0 $44K 0.02% +201.0 +873.9% $197.50 +9.7%
175 PLTR PALANTIR TECHNOLOGIES INC Technology 301.0 $44K 0.02% +106.0 +54.4% $146.28 -2.9%
176 TEL TE CONNECTIVITY PLC Technology 210.0 $44K 0.02% $209.02 +1.3%
177 MUB ISHARES TR 401.0 $43K 0.02% $106.15 +0.9%
178 WBD WARNER BROS DISCOVERY INC Communication Services 1,493.0 $41K 0.01% +198.0 +15.3% $27.46 -1.7%
179 COP CONOCOPHILLIPS Energy 309.0 $41K 0.01% +117.0 +60.9% $132.00 -13.0%
180 MTUM ISHARES TR 163.0 $39K 0.01% -160.0 -49.5% $239.99 +31.2%
Page 9 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%