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Portfolio (Quarterly) Guide ↗

S&T Bank/PA

· CIK 0001010911
13F Portfolio $316M AUM 511 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 413 New
Page 10 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PFE PFIZER INC Healthcare 1,314.0 $33K 0.01% NEW $24.90 +0.6%
182 PLD PROLOGIS INC. Real Estate 256.0 $33K 0.01% NEW $127.66 +17.3%
183 DVY ISHARES TR 203.0 $29K 0.01% NEW $141.14 +14.7%
184 DGRW WISDOMTREE TR 316.0 $28K 0.01% NEW $89.43 +7.2%
185 AMT AMERICAN TOWER CORP NEW Real Estate 160.0 $28K 0.01% NEW $175.57 -3.1%
186 VWO VANGUARD INTL EQUITY INDEX F 505.0 $27K 0.01% NEW $53.76 +7.6%
187 SLB SLB LIMITED Energy 694.0 $27K 0.01% NEW $38.38 +22.4%
188 EBAY EBAY INC. Consumer Cyclical 300.0 $26K 0.01% NEW $87.10 +28.7%
189 ISRG INTUITIVE SURGICAL INC Healthcare 45.0 $25K 0.01% NEW $566.36 -39.0%
190 GOVT ISHARES TR 1,081.0 $25K 0.01% NEW $23.02 -1.7%
191 VRT VERTIV HOLDINGS CO Industrials 149.0 $24K 0.01% NEW $162.01 +81.5%
192 XLU SELECT SECTOR SPDR TR 550.0 $23K 0.01% NEW $42.69 +5.8%
193 DUK DUKE ENERGY CORP NEW Utilities 196.0 $23K 0.01% NEW $117.21 +6.7%
194 USB US BANCORP DEL Financial Services 430.0 $23K 0.01% NEW $53.36 +20.0%
195 M MACYS INC Consumer Cyclical 1,030.0 $23K 0.01% NEW $22.05 +7.4%
196 APP APPLOVIN CORP Technology 33.0 $22K 0.01% NEW $673.82 -37.0%
197 MKC MCCORMICK & CO INC Consumer Defensive 322.0 $22K 0.01% NEW $68.11 -24.1%
198 WMB WILLIAMS COS INC Energy 364.0 $22K 0.01% NEW $60.11 +24.3%
199 MU MICRON TECHNOLOGY INC Technology 76.0 $22K 0.01% NEW $285.41 +197.5%
200 Q QNITY ELECTRONICS INC Technology 261.0 $21K 0.01% NEW $81.65 +67.0%
Page 10 of 21  ·  413 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 31.0%
Industrials 18.5%
Financial Services 16.7%
Healthcare 11.8%
Consumer Cyclical 10.6%
Communication Services 3.3%
Energy 2.7%
Consumer Defensive 2.4%
Basic Materials 2.1%
Utilities 0.8%