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Portfolio (Quarterly) Guide ↗

Somerset Trust Co

· CIK 0001597099
13F Portfolio $354M AUM 232 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 66 Added 50 Reduced 9 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ES EVERSOURCE ENERGY COM Utilities 42,110.0 $3.0M 0.86% +438.0 +1.1% $72.27 -2.0%
22 HD HOME DEPOT INC COM Consumer Cyclical 8,363.0 $2.9M 0.83% +74.0 +0.9% $352.68 -6.4%
23 BDX BECTON DICKINSON AND COMPANY Healthcare 17,781.0 $2.7M 0.76% +254.0 +1.4% $151.33 +25.2%
24 CVX CHEVRONTEXACO CORP COM Energy 15,800.0 $2.6M 0.74% +93.0 +0.6% $165.76 +21.8%
25 CEG CONSTELLATION ENERGY CORP Utilities 10,534.0 $2.6M 0.74% +89.0 +0.8% $248.37 +11.4%
26 CL COLGATE PALMOLIVE CO COM Consumer Defensive 28,436.0 $2.6M 0.74% +259.0 +0.9% $91.68 -1.0%
27 SOXX iSHARES SEMICONDUCTOR ETF 3,666.0 $2.3M 0.66% +421.0 +13.0% $640.76 -20.6%
28 C CITIGROUP INC COM NEW Financial Services 14,955.0 $2.1M 0.59% +82.0 +0.6% $139.96 -5.1%
29 COF CAPITAL ONE FINANCIAL CORP Financial Services 10,424.0 $2.1M 0.59% +85.0 +0.8% $200.62 +7.5%
30 USB US BANCORP DEL COM NEW Financial Services 33,073.0 $2.0M 0.56% +659.0 +2.0% $60.40 +3.4%
31 CLX CLOROX COMPANY COM Consumer Defensive 17,394.0 $1.7M 0.47% +311.0 +1.8% $95.44 +7.4%
32 CMCSA COMCAST CORP NEW CL A Communication Services 66,885.0 $1.6M 0.46% +1K +2.2% $24.55 +10.2%
33 PFF ISHARES TR U.S. PFD STK ETF 49,933.0 $1.5M 0.43% +318.0 +0.6% $30.49 +0.2%
34 MET METLIFE INC Financial Services 17,744.0 $1.5M 0.42% +219.0 +1.2% $84.61 +14.1%
35 T AT&T INC COM Communication Services 68,519.0 $1.4M 0.40% +5K +8.2% $20.70 +25.6%
36 FLCG FEDERATED HERMES MDT LARGE CAP GROWTH ETF 41,167.0 $1.4M 0.39% +10K +30.6% $33.31 +5.3%
37 RSPG INVESCO EXCHANGE TRADED FD TR 13,982.0 $1.4M 0.39% +165.0 +1.2% $97.96 +15.2%
38 RDDT REDDIT INC Communication Services 7,500.0 $1.3M 0.37% +2K +25.0% $173.58 -11.9%
39 MRK MERCK & CO INC NEW Healthcare 8,701.0 $1.1M 0.32% +81.0 +0.9% $128.50 +15.4%
40 NUKZ RANGE NUCLEAR RENAISSANCE ETF 15,204.0 $1.0M 0.29% +951.0 +6.7% $68.16 -4.2%
Page 2 of 4  ·  66 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 25.2%
Industrials 15.7%
Financial Services 14.7%
Healthcare 11.4%
Consumer Cyclical 8.3%
Consumer Defensive 8.0%
Utilities 5.7%
Communication Services 4.2%
Basic Materials 3.8%
Energy 2.5%