Portfolio (Quarterly) Guide ↗

NBT BANK N A /NY

· CIK 0000898413

13F Portfolio $1.5B AUM 1,673 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 275 New 328 Added 274 Reduced 25 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	BUZZ	VanEck Vectors Social Sentiment	—	32	$292.0	—	SOLD
22	—	Mind Medicine Mindmed Inc	—	6	$80.0	—	SOLD
23	—	Antelope Enterprise Holdings Lim	—	2	$35.0	—	SOLD
24	—	Greenpower Motor Co	—	1	$27.0	—	SOLD
25	SPWR	Sunpower Corp	Energy	—	—	—	SOLD

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Sector Allocation

Technology 22.3%

Industrials 16.6%

Financial Services 14.4%

Healthcare 10.7%

Communication Services 10.5%

Consumer Cyclical 8.5%

Consumer Defensive 8.2%

Energy 5.2%

Utilities 1.7%

Basic Materials 1.7%