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Portfolio (Quarterly) Guide ↗

NBT BANK, N.A.

· CIK 0000898413
13F Portfolio $1.5B AUM 1,673 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 275 New 328 Added 274 Reduced
Page 3 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 STZ Constellation Brands Inc Consumer Defensive 23.0 $3K NEW $150.00 -9.6%
42 KMLM KraneShares Mount Lucas Mgd Fu 120.0 $3K NEW $28.20 +4.1%
43 SNDK Sandisk Corp Technology 5.0 $3K NEW $635.40 +151.2%
44 DBMF IMGP DBi Managed Futures Strat 105.0 $3K NEW $30.15 +4.0%
45 VAL Valaris LTD Energy 32.0 $3K NEW $98.03 -10.5%
46 AR Antero Res Corp Energy 71.0 $3K NEW $42.44 -10.6%
47 HCA HCA Holdings Inc Healthcare 6.0 $3K NEW $473.17 -9.3%
48 AGNC Agnc Investment Corp REIT Real Estate 269.0 $3K NEW $10.03 +8.6%
49 GM General Motors CO Consumer Cyclical 36.0 $3K NEW $74.50 +18.0%
50 MRVL Marvell Technology Inc Technology 27.0 $3K NEW $99.04 +139.3%
51 CTRA Coterra Energy Inc. Energy 76.0 $3K NEW $35.14 -7.4%
52 ACHC Acadia Healthcare Company, Inc Healthcare 112.0 $3K NEW $23.39 +18.9%
53 RGLD Royal Gold Inc Basic Materials 10.0 $3K NEW $254.50 +1.8%
54 EXPE Expedia Group Inc Consumer Cyclical 11.0 $3K NEW $230.91 +39.3%
55 RCL Royal Caribbean Cruises Ltd Consumer Cyclical 9.0 $2K NEW $275.22 +6.1%
56 MPC Marathon Petroleum Corporation Energy 10.0 $2K NEW $244.20 +47.7%
57 WDC Western Digital Corp Technology 9.0 $2K NEW $270.44 +69.9%
58 SBAC SBA Communications Corp Cl A R Real Estate 14.0 $2K NEW $172.14 +6.1%
59 LH Labcorp Holdings Inc Healthcare 9.0 $2K NEW $266.78 +26.1%
60 CNC Centene Corp Healthcare 73.0 $2K NEW $32.74 +98.6%
Page 3 of 14  ·  275 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 23.3%
Industrials 17.3%
Financial Services 15.1%
Healthcare 11.1%
Consumer Cyclical 8.9%
Consumer Defensive 8.6%
Communication Services 6.7%
Energy 5.3%
Utilities 1.7%
Basic Materials 1.7%