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Portfolio (Quarterly) Guide ↗

NBT BANK, N.A.

· CIK 0000898413
13F Portfolio $1.5B AUM 1,561 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 146 New 70 Added 343 Reduced 149 Exited
Page 8 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 Flowr Corp New 100 SOLD
142 Generex Biotech Corp Xxx 235 SOLD
143 Halo Spin Out Spv Inc 114 SOLD
144 Healthier Choices Manage 500,000 SOLD
145 Helios & Matheson Analyt 15,000 SOLD
146 Hereuare Inc 7 SOLD
147 Nugenerex Immuno-Oncolog 67 SOLD
148 Nugenerex Immuno-Oncoxxx 42 SOLD
149 Predictive Technology Group, Inc 5 SOLD
Page 8 of 8  ·  149 positions
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%