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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 47 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 WOLF Wolfspeed Inc. Technology 30.0 $1K $48.27 -49.9%
922 BRKR Bruker Corp Healthcare 24.0 $1K $60.17 -4.4%
923 IEP Icahn Enterprise LP Industrials 200.0 $1K $7.21 -6.9%
924 ENTG Entegris Inc Technology 8.0 $1K $179.88 -23.7%
925 VST Vistra Corp Cl B Utilities 9.0 $1K $158.67 -13.8%
926 DAR Darling Ingredients Inc Consumer Defensive 26.0 $1K $54.62 +14.8%
927 FSLR First Solar Inc Energy 6.0 $1K -34.0 -85.0% $236.00 -10.6%
928 OKE Oneok Inc Energy 16.0 $1K $86.94 +7.4%
929 WYNN Wynn Resorts Ltd Consumer Cyclical 14.0 $1K $97.07 +2.7%
930 FNB Fnb Corp Pa Financial Services 71.0 $1K $19.08 -3.2%
931 PRMB Primo Brands Co Cl A Consumer Defensive 55.0 $1K $24.44 -5.7%
932 WRB WR Berkley Corporation Financial Services 19.0 $1K $70.53 -1.6%
933 EPI WISDOMTREE INDIA EARNINGS FUND 31.0 $1K $42.77 +0.0%
934 HIG The Hartford Insurance Group, Financial Services 10.0 $1K $132.50 +4.7%
935 ICUI ICU Medical Inc Healthcare 9.0 $1K $146.56 +24.4%
936 TSN Tyson Foods Inc Cl A Consumer Defensive 23.0 $1K $57.26 +1.3%
937 AFRM Affirm Holdings Inc Technology 16.0 $1K $81.56 -5.4%
938 MPT Medical Properties Trust Inc Financial Services 282.0 $1K $4.62 -10.9%
939 CINF Cincinnati Finl Corp Financial Services 7.0 $1K $185.14 -7.8%
940 QXO QXO Inc Industrials 75.0 $1K $17.28 -22.0%
Page 47 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%