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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
Page 10 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BALL Ball Corp Consumer Cyclical 1,595.0 $94K 0.01% -393.0 -19.8% $59.11 -7.4%
182 OXY Occidental Pete Corp Energy 1,433.0 $93K 0.01% -62.0 -4.2% $65.00 -7.6%
183 LPLA LPL Financial Financial Services 299.0 $90K 0.01% -58.0 -16.2% $300.83 -2.3%
184 VRSK Verisk Analytics Inc Industrials 385.0 $73K 0.01% -111.0 -22.4% $189.75 -9.2%
185 MU Micron Technology Inc Technology 216.0 $73K 0.01% -204.0 -48.6% $337.84 +104.0%
186 CNM Core & Main Inc Industrials 1,396.0 $69K 0.01% -327.0 -19.0% $49.40 -8.7%
187 CTAS Cintas Corp Industrials 386.0 $65K 0.00% -146.0 -27.4% $169.14 +2.1%
188 TSCO Tractor Supply Co Consumer Cyclical 1,350.0 $61K 0.00% -2K -63.9% $45.30 -31.9%
189 CTSH Cognizant Technology Solutions Technology 953.0 $58K 0.00% -235.0 -19.8% $61.35 -15.9%
190 INVH Invitation Homes Inc Real Estate 2,335.0 $58K 0.00% -1K -36.8% $24.85 +14.1%
191 VDC Vanguard Consumer 241.0 $54K 0.00% -36.0 -13.0% $224.85 +3.5%
192 VAW Vanguard Materials 222.0 $50K 0.00% -77.0 -25.8% $225.34 -1.7%
193 Cencora Inc. 133.0 $42K 0.00% -5.0 -3.6% $314.14
194 COIN Coinbase Global Inc Financial Services 223.0 $39K 0.00% -3.0 -1.3% $174.61 +7.6%
195 A P Moeller Maersk Ord 15.0 $36K 0.00% -2K -99.3% $2432.60
196 SMH Vaneck Semiconductor 95.0 $36K 0.00% -265.0 -73.6% $383.40 +42.2%
197 MTUM Ishares Msci Usa Momntum 151.0 $36K 0.00% -99.0 -39.6% $239.99 +21.8%
198 ITT Itt Inc Industrials 187.0 $36K 0.00% -7.0 -3.6% $190.53 +0.7%
199 VLTO Veralto Corp Industrials 395.0 $35K 0.00% -740.0 -65.2% $88.42 -2.9%
200 WELL Welltower Inc Real Estate 162.0 $32K 0.00% -76.0 -31.9% $198.07 +8.1%
Page 10 of 14  ·  274 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 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%