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Portfolio (Quarterly) Guide ↗

Somerset Trust Co

· CIK 0001597099
13F Portfolio $327M AUM 226 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 180 New
Page 5 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RBC RBC BEARINGS INC Industrials 1,557.0 $698K 0.21% NEW $448.43 +30.3%
82 FIVE FIVE BELOW INC COM Consumer Cyclical 3,697.0 $696K 0.21% NEW $188.36 +17.4%
83 VMC VULCAN MATERIALS COMPANY Basic Materials 2,427.0 $692K 0.21% NEW $285.22 -5.7%
84 LLY LILLY ELI & CO COM Healthcare 639.0 $687K 0.21% NEW $1074.68 -0.9%
85 GLD SPDR GOLD TR Financial Services 1,692.0 $671K 0.20% NEW $396.31 +4.5%
86 MA MASTERCARD INC CL A Financial Services 1,157.0 $661K 0.20% NEW $570.88 -13.6%
87 AMAT APPLIED MATLS INC COM Technology 2,550.0 $655K 0.20% NEW $256.99 +77.0%
88 NEM NEWMONT MINING CORP Basic Materials 6,468.0 $646K 0.20% NEW $99.85 +11.8%
89 VZ VERIZON COMMUNICATIONS INC COM Communication Services 15,577.0 $634K 0.19% NEW $40.73 +18.7%
90 HUBB HUBBELL INC COM Industrials 1,414.0 $628K 0.19% NEW $444.11 +7.6%
91 IJR ISHARES CORE S&P SMALL-CAP ETF 5,059.0 $608K 0.19% NEW $120.18 +16.2%
92 XAR SPDR SER TR 2,512.0 $606K 0.18% NEW $241.24 +14.6%
93 CRM SALESFORCE, INC. Technology 2,256.0 $598K 0.18% NEW $264.91 -32.4%
94 HSY HERSHEY FOODS CORP COM Consumer Defensive 3,275.0 $596K 0.18% NEW $181.98 +5.0%
95 SPYG SPDR SER TR 5,535.0 $591K 0.18% NEW $106.70 +12.3%
96 EPD ENTERPRISE PRODS PARTNERS L COM Energy 18,035.0 $578K 0.18% NEW $32.06 +19.8%
97 SHOP SHOPIFY INC Technology 3,589.0 $578K 0.18% NEW $160.97 -34.8%
98 NTR NUTRIEN LTD Basic Materials 9,261.0 $572K 0.17% NEW $61.72 +13.3%
99 CI CIGNA GROUP Healthcare 2,014.0 $554K 0.17% NEW $275.23 +2.0%
100 CBOE CBOE GLOBAL MARKETS INC COM Financial Services 2,104.0 $528K 0.16% NEW $251.00 +41.2%
Page 5 of 9  ·  180 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 22.8%
Industrials 15.8%
Financial Services 15.0%
Healthcare 11.9%
Consumer Cyclical 9.4%
Consumer Defensive 8.1%
Utilities 5.9%
Communication Services 4.5%
Basic Materials 3.4%
Energy 2.4%