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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 7 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DIS DISNEY WALT CO COM DISNEY Communication Services 3,503.0 $399K 0.12% NEW $113.77 -9.2%
122 CHWY CHEWY INC Consumer Cyclical 11,825.0 $391K 0.12% NEW $33.05 -35.7%
123 TEL TE CONNECTIVITY PLC Technology 1,683.0 $383K 0.12% NEW $227.51 -8.3%
124 CVS CVS HEALTH CORP. Healthcare 4,795.0 $381K 0.12% NEW $79.36 +14.3%
125 TRV TRAVELERS COS INC Financial Services 1,297.0 $376K 0.12% NEW $290.06 +5.1%
126 WCN WASTE CONNECTIONS INC Industrials 2,137.0 $375K 0.12% NEW $175.36 -11.2%
127 ACM AECOM COM Industrials 3,887.0 $371K 0.11% NEW $95.33 -24.0%
128 DECK DECKERS OUTDOOR CORP Consumer Cyclical 3,540.0 $367K 0.11% NEW $103.67 +7.5%
129 BERKSHIRE HATHAWAY INC DEL CL B NEW 724.0 $364K 0.11% NEW $502.65
130 MO ALTRIA GROUP INC Consumer Defensive 6,265.0 $361K 0.11% NEW $57.66 +25.5%
131 FDX FEDEX CORP COM Industrials 1,240.0 $358K 0.11% NEW $288.86 +38.5%
132 ETB EATON VANCE TAX-MA Financial Services 23,446.0 $358K 0.11% NEW $15.27 +1.0%
133 TMO THERMO FISHER SCIENTIFIC INC Healthcare 587.0 $340K 0.10% NEW $579.45 -22.7%
134 PSCH INVESCO EXCHNG TRADED FD TR S&P SMLCP HELT 7,534.0 $332K 0.10% NEW $44.06 +1.7%
135 FCF FIRST COMWLTH FINL CORP PA COM Financial Services 18,538.0 $313K 0.10% NEW $16.86 +12.0%
136 WYNN WYNN RESORTS LTD COM Consumer Cyclical 2,548.0 $307K 0.09% NEW $120.33 -19.2%
137 ROL ROLLINS INC Consumer Cyclical 5,081.0 $305K 0.09% NEW $60.02 -11.4%
138 BRO BROWN & BROWN INC Financial Services 3,822.0 $305K 0.09% NEW $79.70 -28.5%
139 ICLR ICON PLC SHS Healthcare 1,650.0 $301K 0.09% NEW $182.22 -37.5%
140 INFY INFOSYS LTD SPONSORED ADR Technology 16,515.0 $294K 0.09% NEW $17.82 -32.2%
Page 7 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%