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Portfolio (Quarterly) Guide ↗

Somerset Trust Co

· CIK 0001597099
13F Portfolio $326M AUM 222 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 174 New 11 Exited
Page 5 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NTR NUTRIEN LTD Basic Materials 9,852.0 $743K 0.23% NEW $75.46 -6.7%
82 GOOG ALPHABET INC CAP STK CL C Communication Services 2,500.0 $717K 0.22% NEW $286.86 +33.6%
83 HSY HERSHEY FOODS CORP COM Consumer Defensive 3,436.0 $714K 0.22% NEW $207.89 -8.1%
84 NEM NEWMONT MINING CORP Basic Materials 6,509.0 $705K 0.22% NEW $108.25 +2.7%
85 LEIDOS HLDGS INC COM 4,493.0 $699K 0.21% NEW $155.52
86 EPD ENTERPRISE PRODS PARTNERS L COM Energy 18,035.0 $682K 0.21% NEW $37.84 +2.2%
87 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,338.0 $660K 0.20% NEW $282.37 +24.6%
88 VMC VULCAN MATERIALS COMPANY Basic Materials 2,416.0 $658K 0.20% NEW $272.30 -1.4%
89 GLD SPDR GOLD SHARES ETF Financial Services 1,516.0 $652K 0.20% NEW $430.29 -4.3%
90 WAT WATERS CORP Healthcare 2,130.0 $634K 0.20% NEW $297.81 +14.7%
91 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 2,496.0 $634K 0.19% NEW $253.98 +9.7%
92 BLBD BLUE BIRD CORP Consumer Cyclical 10,853.0 $616K 0.19% NEW $56.79 +21.0%
93 PNR PENTAIR PLC SHS Industrials 7,014.0 $611K 0.19% NEW $87.11 -15.8%
94 LLY LILLY ELI & CO COM Healthcare 636.0 $585K 0.18% NEW $919.77 +17.0%
95 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 2,734.0 $580K 0.18% NEW $212.22 +2.6%
96 IRM IRON MTN INC NEW Real Estate 5,675.0 $580K 0.18% NEW $102.14 +26.0%
97 MA MASTERCARD INC CL A Financial Services 1,157.0 $578K 0.18% NEW $499.66 -1.1%
98 PSCT INVESCO EXCHNG TRADED FD TR S&P SMLCP INFO 9,475.0 $569K 0.17% NEW $60.07 +44.3%
99 CBOE CBOE GLOBAL MARKETS INC COM Financial Services 1,997.0 $561K 0.17% NEW $281.07 +26.5%
100 IJH ISHARES CORE S&P MID-CAP ETF 8,280.0 $559K 0.17% NEW $67.53 +10.3%
Page 5 of 9  ·  174 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 21.0%
Industrials 15.8%
Financial Services 13.9%
Healthcare 12.0%
Consumer Cyclical 9.4%
Consumer Defensive 9.0%
Utilities 6.3%
Communication Services 4.5%
Basic Materials 3.9%
Energy 3.3%