Portfolio (Quarterly)
Guide ↗
NBT BANK, N.A.
· CIK 0000898413| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | — | Aptiv Plc | — | 25 | $2K | — | SOLD |
| 82 | — | Pinnacle Finl Partners I | — | 20 | $2K | — | SOLD |
| 83 | CHTR | Charter Communications Inc Cl | Communication Services | 8 | $2K | — | SOLD |
| 84 | GIL | Gildan Activewear, Inc. | Consumer Cyclical | 31 | $2K | — | SOLD |
| 85 | ACHR | Archer Aviation Inc | Industrials | 300 | $2K | — | SOLD |
| 86 | — | Weyerhaeuser Company | — | 63 | $2K | — | SOLD |
| 87 | BAH | Booz Allen Hamilton Hldg Corp | Industrials | 19 | $1K | — | SOLD |
| 88 | RBRK | Rubrik Inc | Technology | 30 | $1K | — | SOLD |
| 89 | MASI | Masimo Corp | Healthcare | 8 | $1K | — | SOLD |
| 90 | LIT | Global X Lithium Battery | — | 19 | $1K | — | SOLD |
| 91 | MSTR | Microstrategy Inc | Technology | 11 | $1K | — | SOLD |
| 92 | XLG | Invsc S P 500 Top 50 | — | 25 | $1K | — | SOLD |
| 93 | ACM | Aecom | Industrials | 16 | $1K | — | SOLD |
| 94 | CPB | The Campbell's Company | Consumer Defensive | 60 | $1K | — | SOLD |
| 95 | ALNY | Alnylam Pharmaceuticals Inc | Healthcare | 4 | $1K | — | SOLD |
| 96 | — | Apache Corp. | — | 31 | $1K | — | SOLD |
| 97 | CUBE | Cubesmart Com | Real Estate | 35 | $1K | — | SOLD |
| 98 | AXON | Axon Enterprise Inc | Industrials | 3 | $1K | — | SOLD |
| 99 | HUBS | Hubspot Inc | Technology | 5 | $1K | — | SOLD |
| 100 | DT | Dynatrace Inc | Technology | 33 | $1K | — | SOLD |
Sector Allocation
Technology
25.4%
Industrials
18.1%
Financial Services
15.5%
Healthcare
11.2%
Consumer Cyclical
8.2%
Consumer Defensive
7.7%
Communication Services
6.9%
Energy
4.0%
Utilities
1.5%
Basic Materials
1.5%