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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 18 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NSC NORFOLK SOUTHN CORP Industrials 7.0 $2K 0.00% NEW $288.71 +6.6%
342 DAL DELTA AIR LINES INC DEL Industrials 29.0 $2K 0.00% NEW $69.41 +18.8%
343 RGEN REPLIGEN CORP Healthcare 12.0 $2K 0.00% NEW $163.83 -25.1%
344 CME CME GROUP INC Financial Services 7.0 $2K 0.00% NEW $273.14 +1.6%
345 PAYX PAYCHEX INC Industrials 17.0 $2K 0.00% NEW $112.18 -14.9%
346 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 32.0 $2K 0.00% NEW $59.44 -11.3%
347 ADI ANALOG DEVICES INC Technology 7.0 $2K 0.00% NEW $271.14 +54.5%
348 DE DEERE & CO Industrials 4.0 $2K 0.00% NEW $465.50 +15.8%
349 DHR DANAHER CORPORATION Healthcare 8.0 $2K 0.00% NEW $228.88 -21.1%
350 GIS GENERAL MLS INC Consumer Defensive 39.0 $2K 0.00% NEW $46.51 -27.1%
351 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4.0 $2K 0.00% NEW $453.25 -3.5%
352 PRI PRIMERICA INC Financial Services 7.0 $2K 0.00% NEW $258.43 +3.6%
353 VLO VALERO ENERGY CORP Energy 11.0 $2K 0.00% NEW $162.82 +47.6%
354 HUBB HUBBELL INC Industrials 4.0 $2K 0.00% NEW $444.00 +6.7%
355 HOMB HOME BANCSHARES INC Financial Services 63.0 $2K 0.00% NEW $27.78 -3.2%
356 ITT ITT INC Industrials 10.0 $2K 0.00% NEW $173.50 +11.4%
357 AXON AXON ENTERPRISE INC Industrials 3.0 $2K 0.00% NEW $568.00 -22.7%
358 KR KROGER CO Consumer Defensive 27.0 $2K 0.00% NEW $62.48 +1.9%
359 LECO LINCOLN ELEC HLDGS INC Industrials 7.0 $2K 0.00% NEW $239.57 +8.1%
360 MCHP MICROCHIP TECHNOLOGY INC. Technology 26.0 $2K 0.00% NEW $63.73 +50.7%
Page 18 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 29.2%
Industrials 19.0%
Financial Services 17.2%
Healthcare 12.1%
Consumer Cyclical 10.8%
Communication Services 3.4%
Energy 2.7%
Consumer Defensive 2.5%
Basic Materials 2.2%
Utilities 0.8%