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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 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACM AECOM COM Industrials 4,292.0 $300K 0.09% +328.0 +8.3% $69.80 -0.9%
62 DIS DISNEY WALT CO COM DISNEY Communication Services 2,883.0 $277K 0.08% +39.0 +1.4% $96.25 +12.3%
63 REGCO REGENCY CTRS CORP COM 3,422.0 $273K 0.08% +177.0 +5.5% $79.74
64 O REALTY INCOME CORP Real Estate 4,102.0 $254K 0.07% +50.0 +1.2% $61.96 +0.0%
65 UPS UNITED PARCEL SERVICE OF AMERICA INC Industrials 2,297.0 $247K 0.07% +34.0 +1.5% $107.50 -2.0%
66 INFY INFOSYS LTD SPONSORED ADR Technology 16,689.0 $175K 0.05% +164.0 +1.0% $10.49 +14.9%
Page 4 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%