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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 33 of 35  ·  682 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SLVM SYLVAMO CORP Basic Materials 54.0 $2K $42.24 -7.5%
642 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 75.0 $2K $30.36 +3.0%
643 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 55.0 $2K $41.27 +26.4%
644 JKHY HENRY JACK & ASSOC INC Technology 14.0 $2K $158.07 -13.8%
645 DLB DOLBY LABORATORIES INC Technology 35.0 $2K $60.06 -7.3%
646 RPM RPM INTL INC Basic Materials 21.0 $2K $99.38 +5.9%
647 CR CRANE COMPANY Industrials 12.0 $2K $171.00 +4.6%
648 ETSY INC 41.0 $2K $49.98
649 HUBS HUBSPOT INC Technology 8.0 $2K $244.12 -17.8%
650 GBDC GOLUB CAP BDC INC Financial Services 154.0 $2K NEW $12.66 +3.3%
651 NRG NRG ENERGY INC Utilities 13.0 $2K $146.15 -5.6%
652 AIT APPLIED INDL TECHNOLOGIES IN Industrials 7.0 $2K $265.29 +17.9%
653 VYX NCR VOYIX CORPORATION Technology 292.0 $2K $6.33 +3.7%
654 RS RELIANCE INC Basic Materials 6.0 $2K $304.00 +24.5%
655 EMBC EMBECTA CORP Healthcare 206.0 $2K -5.0 -2.4% $8.84 -62.8%
656 WU WESTERN UN CO Financial Services 200.0 $2K $8.73 -5.5%
657 DOCU DOCUSIGN INC Technology 36.0 $2K $47.42 +2.1%
658 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 75.0 $2K $21.45 +20.3%
659 TRNO TERRENO RLTY CORP Real Estate 26.0 $2K $61.42 +8.7%
660 CPT CAMDEN PPTY TR Real Estate 16.0 $2K $97.69 +10.6%
Page 33 of 35  ·  682 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%