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Portfolio (Quarterly) Guide ↗

WEBSTER BANK, N. A.

· CIK 0001105837
13F Portfolio $1.1B AUM 842 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 113 Added 107 Reduced 16 Exited
Page 2 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INC Consumer Cyclical 17,135.0 $5.6M 0.53% -171.0 -1.0% $328.89 -3.4%
22 BERKSHIRE HATHAWAY INC DEL 10,514.0 $5.0M 0.48% -114.0 -1.1% $479.20
23 CRM SALESFORCE INC Technology 22,885.0 $4.3M 0.40% -925.0 -3.9% $186.67 -4.9%
24 HON HONEYWELL INTL INC Industrials 18,627.0 $4.2M 0.40% -205.0 -1.1% $226.03 +2.4%
25 COF CAPITAL ONE FINL CORP Financial Services 22,352.0 $4.1M 0.39% -2K -8.8% $182.43 +3.5%
26 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 23,322.0 $3.7M 0.35% -535.0 -2.2% $157.28 -4.8%
27 AVGO BROADCOM INC Technology 9,537.0 $3.0M 0.28% -295.0 -3.0% $309.51 +36.3%
28 VNQ VANGUARD INDEX FDS 32,850.0 $2.9M 0.28% -2K -4.7% $88.70 +9.3%
29 IBM INTERNATIONAL BUSINESS MACHS Technology 11,898.0 $2.9M 0.27% -95.0 -0.8% $242.39 +5.3%
30 PEP PEPSICO INC Consumer Defensive 17,253.0 $2.7M 0.25% -102.0 -0.6% $155.29 -4.9%
31 NOW SERVICENOW INC Technology 24,956.0 $2.6M 0.25% -2K -7.3% $104.55 -2.3%
32 MCO MOODYS CORP Financial Services 5,597.0 $2.4M 0.23% -165.0 -2.9% $436.25 +3.5%
33 TRV TRAVELERS COMPANIES INC Financial Services 7,216.0 $2.1M 0.20% -505.0 -6.5% $291.68 +2.8%
34 IGM ISHARES TR 16,513.0 $2.0M 0.18% -535.0 -3.1% $118.51 +35.4%
35 ACN ACCENTURE PLC IRELAND Technology 9,705.0 $1.9M 0.18% -887.0 -8.4% $198.29 -11.1%
36 OEF ISHARES TR 5,449.0 $1.7M 0.16% -75.0 -1.4% $318.07 +17.6%
37 LLY ELI LILLY & CO Healthcare 1,869.0 $1.7M 0.16% -104.0 -5.3% $919.77 +17.7%
38 VONG VANGUARD SCOTTSDALE FDS 15,325.0 $1.7M 0.16% -202.0 -1.3% $109.69 +18.0%
39 FLOT ISHARES TR 29,096.0 $1.5M 0.14% -3K -9.3% $50.95 +0.2%
40 DIS DISNEY WALT CO Communication Services 13,902.0 $1.3M 0.13% -495.0 -3.4% $96.38 +8.1%
Page 2 of 6  ·  107 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
Financial Services 28.7%
Technology 25.9%
Communication Services 9.5%
Industrials 9.4%
Healthcare 8.4%
Consumer Defensive 7.0%
Consumer Cyclical 6.1%
Energy 2.7%
Utilities 1.0%
Basic Materials 0.9%