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Portfolio (Quarterly) Guide ↗

M&T Bank Corp

· CIK 0000036270
13F Portfolio $29.2B AUM 11,679 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 103 New 442 Added 976 Reduced 97 Exited
Page 8 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SATS ECHOSTAR CORP Technology 10,418.0 $1.2M 0.00% +607.0 +6.2% $117.07 -6.7%
142 VRSN VERISIGN INC Technology 4,834.0 $1.2M 0.00% +520.0 +12.1% $248.36 +6.6%
143 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 25,538.0 $1.2M 0.00% +4K +18.6% $46.42 +9.9%
144 SBRA SABRA HEALTH CARE REIT INC Real Estate 61,628.0 $1.2M 0.00% +654.0 +1.1% $19.23 -5.8%
145 RGLD ROYAL GOLD INC Basic Materials 4,589.0 $1.2M 0.00% +184.0 +4.2% $254.49 -15.6%
146 MANH MANHATTAN ASSOCIATES INC Technology 8,702.0 $1.2M 0.00% +845.0 +10.8% $133.12 -0.6%
147 CF CF INDUSTRIES HOLD Basic Materials 8,860.0 $1.2M 0.00% +927.0 +11.7% $129.84 -20.7%
148 AFRM AFFIRM HLDGS INC Technology 24,763.0 $1.1M 0.00% +3K +12.8% $45.82 +61.3%
149 CUZ COUSINS PPTYS INC Real Estate 49,267.0 $1.1M 0.00% +2K +3.4% $22.57 +25.3%
150 PBF PBF ENERGY INC Energy 23,121.0 $1.1M 0.00% +2K +9.8% $47.62 -21.7%
151 CUBE CUBESMART Real Estate 29,706.0 $1.1M 0.00% +950.0 +3.3% $36.65 +10.8%
152 MTDR MATADOR RES CO Energy 17,022.0 $1.1M 0.00% +3K +18.4% $63.18 -21.6%
153 TECH BIO-TECHNE CORP Healthcare 20,489.0 $1.1M 0.00% +544.0 +2.7% $52.26 +10.9%
154 AES AES CORP Utilities 75,647.0 $1.1M 0.00% +4K +6.3% $14.09 +3.8%
155 KMX CARMAX INC Consumer Cyclical 25,313.0 $1.1M 0.00% +5K +24.4% $41.58 +29.1%
156 XPO XPO INC Industrials 5,378.0 $1.0M 0.00% +132.0 +2.5% $194.55 +2.5%
157 MUSA MURPHY USA INC Consumer Cyclical 2,099.0 $1.0M 0.00% +190.0 +9.9% $493.97 +11.6%
158 VOE VANGUARD INDEX FDS 5,541.0 $1.0M 0.00% +4K +209.9% $184.28 +6.3%
159 HAS HASBRO INC Consumer Cyclical 10,854.0 $1.0M 0.00% +1K +11.2% $93.60 -9.5%
160 LKQ LKQ CORP Consumer Cyclical 34,195.0 $1.0M 0.00% +3K +9.9% $29.37 -12.2%
Page 8 of 23  ·  442 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 27.5%
Financial Services 15.6%
Healthcare 10.9%
Industrials 9.9%
Communication Services 8.2%
Consumer Cyclical 7.7%
Energy 6.3%
Consumer Defensive 6.1%
Basic Materials 3.4%
Utilities 2.5%