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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 46 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 MDB MongoDB, Inc. Technology 5.0 $2K $336.00 +20.2%
902 STZ Constellation Brands Inc Consumer Defensive 12.0 $2K -11.0 -47.8% $139.08 -1.0%
903 FIDELITY U.S. BOND INDEX 160.0 $2K NEW $10.41
904 KMX Carmax Inc Consumer Cyclical 31.0 $2K $52.90 +19.1%
905 DXCM DexCom Inc Healthcare 24.0 $2K $67.33 +36.3%
906 O Realty Income Corp REIT Real Estate 26.0 $2K $61.96 +1.7%
907 WTFC Wintrust Finl Corp Financial Services 10.0 $2K $160.70 -5.3%
908 STLD Steel Dynamics Inc Basic Materials 7.0 $2K $229.43 +0.8%
909 MOH Molina Healthcare Inc Healthcare 7.0 $2K $228.71 -12.6%
910 EQT EQT Corporation Energy 30.0 $2K $53.17 +1.1%
911 INCY Incyte Corporation Healthcare 14.0 $2K $113.36 +12.8%
912 IONS Ionis Pharmaceuticals Inc Healthcare 20.0 $2K $79.30 -22.9%
913 ILMN Illumina Inc Healthcare 9.0 $2K $175.78 +24.6%
914 KDP Keurig Dr Pepper Inc Com Consumer Defensive 47.0 $2K $32.72 -0.4%
915 BOKF BOK Financial Corp. Financial Services 11.0 $2K $138.91 +1.1%
916 PII Polaris Industries Inc Consumer Cyclical 22.0 $2K $68.45 -5.8%
917 TREX Trex Co Inc Industrials 30.0 $2K $50.03 -6.5%
918 VICI VICI Pptys Inc COM Real Estate 55.0 $1K $26.55 +0.9%
919 ONB Old Natl Bancorp Financial Services 56.0 $1K $25.89 -0.7%
920 CYTK Cytokinetics Inc Healthcare 17.0 $1K $85.18 -9.5%
Page 46 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%