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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 52 of 54  ·  1,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 NET Cloudflare Inc Technology 2.0 $491.0 $245.50 +19.4%
1022 OC Owens Corning Inc Industrials 3.0 $477.0 $159.00 -6.9%
1023 NNOX Nano X Imaging Ltd Healthcare 400.0 $464.0 $1.16 -25.9%
1024 KRC Kilroy Realty Corp. Real Estate 12.0 $450.0 $37.50 -2.5%
1025 ADNT Adient PLC Consumer Cyclical 23.0 $423.0 NEW $18.39 +8.8%
1026 WH Wyndham Hotels & Resorts Inc Consumer Cyclical 5.0 $421.0 $84.20 -11.4%
1027 MTZ MasTec Inc. Industrials 1.0 $416.0 $416.00 -36.0%
1028 EPAM Epam Systems Inc Technology 5.0 $397.0 $79.40 +39.0%
1029 UPST Upstart Holdings, Inc. Financial Services 11.0 $390.0 $35.45 -14.5%
1030 AMERICAN FUNDS GROWTH FUND OF AMER A 4.0 $389.0 NEW $97.25
1031 ELS Equity Lifestyle Pptys Inc Real Estate 6.0 $387.0 $64.50 +1.5%
1032 PAG Penske Automotive Grp Inc Consumer Cyclical 2.0 $358.0 $179.00 +21.2%
1033 Corpay Inc 1.0 $333.0 $333.00
1034 AVY Avery Dennison Corp Industrials 2.0 $325.0 $162.50 +13.1%
1035 AGNC Agnc Investment Corp REIT Real Estate 29.0 $316.0 -240.0 -89.2% $10.90 -0.1%
1036 EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 3.0 $289.0 -123.0 -97.6% $96.33 -1.7%
1037 LNC Lincoln National Corp Financial Services 8.0 $283.0 -960.0 -99.2% $35.38 +19.2%
1038 Lennar Corp - B Shs 3.0 $266.0 $88.67
1039 MICC THE MAGNUM ICE CREAM C F Consumer Defensive 15.0 $261.0 $17.40 +14.7%
1040 PEGA Pegasystems Inc Technology 8.0 $240.0 $30.00 +11.9%
Page 52 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%