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Portfolio (Quarterly) Guide ↗

S&T Bank/PA

· CIK 0001010911
13F Portfolio $268M AUM 516 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 154 Added 99 Reduced 22 Exited
Page 21 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NJR NEW JERSEY RES CORP Utilities 8.0 $439.0 $54.88 +1.6%
402 PSKY PARAMOUNT SKYDANCE CORP Communication Services 45.0 $406.0 $9.02 +18.1%
403 MSM MSC INDL DIRECT INC Industrials 4.0 $369.0 $92.25 +18.7%
404 WSO WATSCO INC Industrials 1.0 $364.0 $364.00 +0.6%
405 SNA SNAP ON INC Industrials 1.0 $363.0 $363.00 +2.7%
406 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 100.0 $307.0 $3.07 -4.6%
407 CNS COHEN & STEERS INC Financial Services 4.0 $250.0 $62.50 +10.8%
408 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 8.0 $169.0 $21.12 +4.4%
409 INGR INGREDION INC Consumer Defensive 1.0 $113.0 $113.00 -8.5%
410 RIG TRANSOCEAN LTD Energy 16.0 $106.0 $6.62 -5.7%
411 NFG NATIONAL FUEL GAS CO Energy 1.0 $94.0 $94.00 -17.3%
Page 21 of 21  ·  411 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 34.2%
Industrials 18.6%
Financial Services 12.3%
Healthcare 11.4%
Consumer Cyclical 7.7%
Energy 4.9%
Communication Services 3.6%
Basic Materials 3.2%
Consumer Defensive 2.8%
Utilities 1.1%