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Portfolio (Quarterly) Guide ↗

M&T Bank Corp

· CIK 0000036270
13F Portfolio $34.1B AUM 14,601 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 146 New 857 Added 609 Reduced 78 Exited
Page 38 of 43  ·  857 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SLAB SILICON LABORATORIES INC Technology 1,609.0 $352K 0.00% +80.0 +5.2% $218.50 -0.2%
742 NHI NATIONAL HEALTH INVS INC Real Estate 4,610.0 $352K 0.00% +48.0 +1.1% $76.26 -3.8%
743 BRBR BELLRING BRANDS INC Consumer Defensive 26,845.0 $347K 0.00% +7K +32.3% $12.93 -21.2%
744 DRH DIAMONDROCK HOSPITALITY CO Real Estate 28,474.0 $347K 0.00% +610.0 +2.2% $12.18 +5.3%
745 KB KB FINL GROUP INC Financial Services 3,271.0 $343K 0.00% +46.0 +1.4% $104.96 +12.4%
746 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,773.0 $342K 0.00% +681.0 +22.0% $90.76 +3.2%
747 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 44,683.0 $341K 0.00% +5K +11.5% $7.63 -14.3%
748 AUR AURORA INNOVATION INC Technology 49,977.0 $341K 0.00% +2K +4.0% $6.82 -8.5%
749 MTCH MATCH GROUP INC NEW Communication Services 8,926.0 $339K 0.00% +1K +12.7% $37.99 +7.6%
750 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 6,796.0 $339K 0.00% +3K +68.5% $49.89 +14.6%
751 SG SWEETGREEN INC Consumer Cyclical 38,382.0 $338K 0.00% +3K +9.7% $8.80 -20.6%
752 ALKS ALKERMES PLC Healthcare 6,447.0 $338K 0.00% +597.0 +10.2% $52.37 -7.7%
753 REX REX AMERICAN RES CORP Basic Materials 7,469.0 $337K 0.00% +549.0 +7.9% $45.11 -1.0%
754 BHF BRIGHTHOUSE FINL INC Financial Services 5,320.0 $337K 0.00% +422.0 +8.6% $63.28 -17.4%
755 TREX TREX INC Industrials 6,726.0 $336K 0.00% +37.0 +0.6% $50.01 -6.4%
756 SXI STANDEX INTL CORP Industrials 939.0 $336K 0.00% +11.0 +1.2% $357.97 -13.3%
757 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 35,712.0 $336K 0.00% +1K +3.2% $9.40 +19.9%
758 LUMN LUMEN TECHNOLOGIES INC Communication Services 43,642.0 $335K 0.00% +4K +9.9% $7.68 -22.7%
759 CRVL CORVEL CORP Financial Services 5,336.0 $334K 0.00% +77.0 +1.5% $62.52 +12.2%
760 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 5,509.0 $332K 0.00% +168.0 +3.1% $60.22 +19.9%
Page 38 of 43  ·  857 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 32.1%
Financial Services 16.8%
Healthcare 11.0%
Industrials 10.2%
Consumer Cyclical 7.6%
Consumer Defensive 5.6%
Energy 4.9%
Communication Services 4.6%
Basic Materials 2.7%
Utilities 2.5%