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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 42 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 VRTX Vertex Pharmaceuticals Inc Healthcare 6.0 $3K -5.0 -45.5% $496.67 +10.3%
822 XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 60.0 $3K $49.18 -4.9%
823 MRCY Mercury Systems, Inc. Industrials 24.0 $3K $122.33 -26.8%
824 TXG 10X Genomics Inc Cl A Healthcare 76.0 $3K $38.34 +66.4%
825 RCL Royal Caribbean Cruises Ltd Consumer Cyclical 9.0 $3K $317.56 -7.7%
826 SYSB ISHARES SYSTEMATIC BOND ETF 32.0 $3K $88.72 -1.5%
827 EXPE Expedia Group Inc Consumer Cyclical 11.0 $3K $255.91 +32.5%
828 MRNA Moderna Inc Healthcare 40.0 $3K $70.03 +98.3%
829 WSM Williams-Sonoma Inc Consumer Cyclical 12.0 $3K $233.08 +2.0%
830 COMT ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 92.0 $3K -361.0 -79.7% $30.37 +13.9%
831 GM General Motors CO Consumer Cyclical 36.0 $3K $77.08 +12.8%
832 MPWR Monolithic Pwr Sys Inc Technology 2.0 $3K $1382.50 -7.1%
833 LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 25.0 $3K $110.60
834 ADM Archer Daniels Midland CO Consumer Defensive 34.0 $3K -500.0 -93.6% $76.41 +2.3%
835 MPC Marathon Petroleum Corporation Energy 10.0 $3K $255.70 +41.8%
836 AR Antero Res Corp Energy 71.0 $2K $35.14 +7.9%
837 SBAC SBA Communications Corp Cl A R Real Estate 14.0 $2K $176.43 +4.9%
838 ENPH Enphase Energy Inc Energy 50.0 $2K $49.24 -24.5%
839 ON On Semiconductor Corp Technology 26.0 $2K $94.54 -23.9%
840 Aptiv PLC 40.0 $2K +9.0 +29.0% $61.40
Page 42 of 54  ·  1,069 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%