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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 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GILD GILEAD SCIENCES INC Healthcare 7,778.0 $983K 0.28% +80.0 +1.0% $126.34 +15.3%
42 ISHARES TR 14,839.0 $957K 0.27% +120.0 +0.8% $64.52
43 VWO VANGUARD MSCI EMERGING MARKETS ETF 12,858.0 $767K 0.22% +3K +35.2% $59.69 +1.8%
44 VZ VERIZON COMMUNICATIONS INC COM Communication Services 17,300.0 $732K 0.21% +1K +8.4% $42.34 +18.3%
45 FIVE FIVE BELOW INC COM Consumer Cyclical 3,829.0 $688K 0.20% +131.0 +3.5% $179.79 +34.5%
46 NTR NUTRIEN LTD Basic Materials 10,065.0 $634K 0.18% +213.0 +2.2% $62.95 +16.8%
47 NEM NEWMONT MINING CORP Basic Materials 6,566.0 $613K 0.17% +57.0 +0.9% $93.40 +37.0%
48 HSY HERSHEY FOODS CORP COM Consumer Defensive 3,488.0 $612K 0.17% +52.0 +1.5% $175.45 +2.1%
49 CI CIGNA GROUP Healthcare 2,107.0 $581K 0.16% +30.0 +1.4% $275.68 +1.2%
50 PNR PENTAIR PLC SHS Industrials 7,090.0 $544K 0.15% +76.0 +1.1% $76.66 -19.6%
51 CRUS CIRRUS LOGIC Technology 3,636.0 $540K 0.15% +35.0 +1.0% $148.53 -27.0%
52 THC TENET HEALTHCARE CORP COM NEW Healthcare 2,607.0 $488K 0.14% +186.0 +7.7% $187.08 +42.6%
53 SONY SONY CORP ADR NEW Technology 21,706.0 $435K 0.12% +885.0 +4.2% $20.06 +23.9%
54 GNRC GENERAC HLDGS INC Industrials 1,486.0 $435K 0.12% +8.0 +0.5% $292.81 -37.2%
55 TRV TRAVELERS COS INC Financial Services 1,314.0 $434K 0.12% +13.0 +1.0% $330.12 +12.1%
56 FDX FEDEX CORP COM Industrials 1,250.0 $391K 0.11% +11.0 +0.9% $313.13 +5.7%
57 EQT EQT CORP Energy 7,238.0 $385K 0.11% +80.0 +1.1% $53.17 +2.6%
58 BJRI BJS RESTAURANTS INC COM Consumer Cyclical 5,913.0 $359K 0.10% +33.0 +0.6% $60.73 +7.2%
59 UNP UNION PACIFIC CORP Industrials 1,225.0 $333K 0.09% +22.0 +1.8% $272.00 +13.0%
60 XOM EXXON MOBIL CORP Energy 2,416.0 $330K 0.09% +528.0 +28.0% $136.72 +14.6%
Page 3 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%