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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 17 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ADM Archer Daniels Midland CO Consumer Defensive 34.0 $3K -500.0 -93.6% $76.41 +5.1%
322 CAVA Cava Grp Inc/sh Consumer Cyclical 30.0 $2K -13.0 -30.2% $78.47 -6.2%
323 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 55.0 $2K -2K -96.5% $42.42 -0.4%
324 ZTS Zoetis Inc Healthcare 30.0 $2K -13.0 -30.2% $71.87 +8.2%
325 IFRA ISHARES U.S. INFRASTRUCTURE ETF 30.0 $2K -605.0 -95.3% $63.03 -5.3%
326 ARE Alexandria Real Estate Equitie Real Estate 34.0 $2K -56.0 -62.2% $52.85 +1.2%
327 STZ Constellation Brands Inc Consumer Defensive 12.0 $2K -11.0 -47.8% $139.08 -2.5%
328 FSLR First Solar Inc Energy 6.0 $1K -34.0 -85.0% $236.00 -9.2%
329 Etsy Inc 17.0 $1K -50.0 -74.6% $75.35
330 DECK Deckers Outdoor Corp Consumer Cyclical 12.0 $1K -60.0 -83.3% $99.25 -7.6%
331 RIVN Rivian Automotive Inc Consumer Cyclical 64.0 $1K -300.0 -82.4% $17.34 -2.2%
332 CPT Camden Ppty Tr Real Estate 8.0 $916.0 -11.0 -57.9% $114.50 -6.0%
333 LPLA Lpl Finl Hldgs Inc Financial Services 3.0 $845.0 -296.0 -99.0% $281.67 +28.3%
334 BRO Brown & Brown Inc Financial Services 13.0 $834.0 -23.0 -63.9% $64.15 +13.7%
335 VSNT VERSANT MEDIA GROUP INC Industrials 22.0 $792.0 -11.0 -33.3% $36.00 +7.6%
336 LH Labcorp Holdings Inc Healthcare 2.0 $560.0 -7.0 -77.8% $280.00 +20.1%
337 KKR KKR Co Inc Cl A 6.0 $551.0 -860.0 -99.3% $91.83
338 TTWO Take-two Interactive Software Communication Services 2.0 $500.0 -32.0 -94.1% $250.00 -4.2%
339 AGNC Agnc Investment Corp REIT Real Estate 29.0 $316.0 -240.0 -89.2% $10.90 -0.1%
340 EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 3.0 $289.0 -123.0 -97.6% $96.33 -1.7%
Page 17 of 18  ·  343 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 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%